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Chapman Financial Group’s Merck MRK Stock Holding History

Chapman Financial Group’s Portfolio MRK Stock Details MRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$306K Sell
2,543
-200
-7% -$23.1K 0.22% 101
2025
Q4 		$289K Hold
2,743
– – 0.2% 104
2025
Q3 		$230K Buy
2,743
+1,678
+158% +$138K 0.16% 120
2025
Q2 		$84.3K Buy
+1,065
New +$84.7K 0.07% 127
2024
Q4 		$214K Buy
+2,151
New +$222K 0.17% 99

Other funds holding MRK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Chapman Financial Group's MRK Position: Q1 2026 in Review

Chapman Financial Group reduced its Merck (MRK) stake by 7.3% in Q1 2026, selling an estimated $23.1K and leaving 2,543 shares worth $306K. The position accounts for 0.22% of the portfolio, ranked #101.

Chapman Financial Group first reported a position in MRK in Q4 2024 and has held it in 5 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Chapman Financial Group held 2,543 shares of Merck worth $306K as of Q1 2026.
  • Chapman Financial Group sold 200 Merck shares in Q1 2026, an estimated $23.1K.
  • Merck made up 0.22% of Chapman Financial Group's portfolio in Q1 2026, its #101 holding.
  • Chapman Financial Group first reported a position in Merck in Q4 2024 and has held it in 5 quarters since.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Chapman Financial Group's 13F filing for Q1 2026, filed 12 May 2026.