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Charter Research & Investment Group’s Merck MRK Stock Holding History

Charter Research & Investment 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 		$3.16M Buy
26,258
+274
+1% +$31.6K 2.1% 15
2025
Q4 		$2.74M Sell
25,984
-443
-2% -$41.6K 1.83% 17
2025
Q3 		$2.22M Sell
26,427
-7,375
-22% -$607K 1.54% 17
2025
Q2 		$2.68M Sell
33,802
-836
-2% -$66.5K 2% 16
2025
Q1 		$3.11M Hold
34,638
– – 2.38% 13
2024
Q4 		$3.45M Sell
34,638
-75
-0.2% -$7.73K 2.62% 12
2024
Q3 		$3.94M Sell
34,713
-225
-0.6% -$26.7K 2.91% 9
2024
Q2 		$4.33M Sell
34,938
-466
-1% -$60K 3.41% 5
2024
Q1 		$4.67M Buy
35,404
+502
+1% +$61.9K 3.7% 5
2023
Q4 		$3.81M Hold
34,902
– – 3.16% 6
2023
Q3 		$3.59M Sell
34,902
-440
-1% -$47.4K 3.23% 7
2023
Q2 		$4.08M Sell
35,342
-225
-0.6% -$25.5K 3.38% 6
2023
Q1 		$3.78M Buy
35,567
+30
+0.1% +$3.24K 3.31% 7
2022
Q4 		$3.94M Sell
35,537
-40
-0.1% -$4.09K 3.78% 6
2022
Q3 		$3.06M Sell
35,577
-1,210
-3% -$108K 3.1% 9
2022
Q2 		$3.35M Sell
36,787
-40
-0.1% -$3.55K 3.05% 9
2022
Q1 		$3.02M Sell
36,827
-940
-2% -$74.1K 2.45% 11
2021
Q4 		$2.89M Buy
37,767
+50
+0.1% +$3.98K 2.28% 14
2021
Q3 		$2.83M Buy
37,717
+200
+0.5% +$15.2K 2.35% 15
2021
Q2 		$2.92M Sell
37,517
-2,464
-6% -$183K 2.42% 15
2021
Q1 		$2.94M Buy
39,981
+340
+0.9% +$25.1K 2.57% 10
2020
Q4 		$3.09M Buy
39,641
+247
+0.6% +$18.9K 2.98% 8
2020
Q3 		$3.12M Sell
39,394
-1,226
-3% -$96K 3.41% 7
2020
Q2 		$3M Buy
40,620
+1,021
+3% +$76.9K 3.46% 7
2020
Q1 		$2.91M Buy
39,599
+158
+0.4% +$12.4K 3.83% 7
2019
Q4 		$3.42M Sell
39,441
-20
-0.1% -$1.64K 3.48% 6
2019
Q3 		$3.17M Buy
39,461
+1,084
+3% +$86.9K 3.43% 7
2019
Q2 		$3.07M Sell
38,377
-828
-2% -$63.4K 3.42% 6
2019
Q1 		$3.11M Sell
39,205
-314
-0.8% -$23.5K 3.44% 5
2018
Q4 		$2.88M Sell
39,519
-933
-2% -$65.9K 3.64% 5
2018
Q3 		$2.74M Sell
40,452
-419
-1% -$26.7K 2.99% 7
2018
Q2 		$2.37M Hold
40,871
– – 2.71% 11
2018
Q1 		$2.12M Buy
40,871
+334
+0.8% +$18K 2.54% 13
2017
Q4 		$2.18M Buy
+40,537
New +$2.25M 2.44% 13
2016
Q3 		$2.37M Sell
39,822
-157
-0.4% -$9.18K 2.78% 11
2016
Q2 		$2.2M Buy
39,979
+281
+0.7% +$15K 2.51% 11
2016
Q1 		$2M Sell
39,698
-865
-2% -$42.4K 2.3% 17
2015
Q4 		$2.04M Buy
40,563
+529
+1% +$26.7K 2.37% 15
2015
Q3 		$1.89M Sell
40,034
-241
-0.6% -$12.8K 2.49% 13
2015
Q2 		$2.19M Sell
40,275
-68
-0.2% -$3.81K 2.43% 15
2015
Q1 		$2.21M Buy
40,343
+550
+1% +$31.1K 2.45% 16
2014
Q4 		$2.16M Buy
+39,793
New +$2.22M 2.36% 18

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

Charter Research & Investment Group's MRK Position: Q1 2026 in Review

Charter Research & Investment Group increased its Merck (MRK) stake by 1.1% in Q1 2026, buying an estimated $31.6K and bringing the position to 26,258 shares worth $3.16M. The position accounts for 2.1% of the portfolio, ranked #15.

Charter Research & Investment Group first reported a position in MRK in Q4 2014 and has held it in 42 quarters since. The position peaked at $4.67M in Q1 2024. 3,782 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Charter Research & Investment Group held 26,258 shares of Merck worth $3.16M as of Q1 2026.
  • Charter Research & Investment Group bought 274 Merck shares in Q1 2026, an estimated $31.6K.
  • Merck made up 2.1% of Charter Research & Investment Group's portfolio in Q1 2026, its #15 holding.
  • Charter Research & Investment Group first reported a position in Merck in Q4 2014 and has held it in 42 quarters since.
  • Charter Research & Investment Group's Merck position peaked at $4.67M in Q1 2024.
  • 3,782 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Charter Research & Investment Group's 13F filing for Q1 2026, filed 12 May 2026.