Choate Investment Advisors’s Merck MRK Stock Holding History

Choate Investment Advisors’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	$12.3M	Buy	102,005 +3,505	+4%	+$405K	0.24%	53
2025 Q4	$10.4M	Buy	98,500 +13,581	+16%	+$1.27M	0.2%	56
2025 Q3	$7.13M	Buy	84,919 +1,348	+2%	+$111K	0.15%	69
2025 Q2	$6.62M	Buy	83,571 +11,465	+16%	+$911K	0.14%	74
2025 Q1	$6.47M	Sell	72,106 -2,940	-4%	-$274K	0.16%	72
2024 Q4	$7.47M	Sell	75,046 -479	-0.6%	-$49.4K	0.18%	68
2024 Q3	$8.58M	Sell	75,525 -5,780	-7%	-$687K	0.22%	62
2024 Q2	$10.1M	Buy	81,305 +758	+0.9%	+$97.6K	0.26%	51
2024 Q1	$10.6M	Buy	80,547 +904	+1%	+$111K	0.29%	48
2023 Q4	$8.68M	Buy	79,643 +3,253	+4%	+$338K	0.27%	44
2023 Q3	$7.86M	Buy	76,390 +8,507	+13%	+$917K	0.31%	36
2023 Q2	$7.83M	Buy	67,883 +11,214	+20%	+$1.27M	0.33%	30
2023 Q1	$6.03M	Sell	56,669 -240	-0.4%	-$25.9K	0.29%	31
2022 Q4	$6.31M	Buy	56,909 +617	+1%	+$63.1K	0.38%	33
2022 Q3	$4.85M	Sell	56,292 -729	-1%	-$65.1K	0.32%	34
2022 Q2	$5.2M	Buy	57,021 +703	+1%	+$62.3K	0.32%	31
2022 Q1	$4.62M	Sell	56,318 -829	-1%	-$65.4K	0.25%	36
2021 Q4	$4.38M	Sell	57,147 -878	-2%	-$69.9K	0.26%	38
2021 Q3	$4.36M	Sell	58,025 -4,043	-7%	-$307K	0.28%	35
2021 Q2	$4.83M	Sell	62,068 -10,675	-15%	-$794K	0.29%	31
2021 Q1	$5.35M	Buy	72,743 +1,106	+2%	+$81.6K	0.33%	30
2020 Q4	$5.59M	Sell	71,637 -200	-0.3%	-$15.3K	0.34%	28
2020 Q3	$5.69M	Sell	71,837 -2,157	-3%	-$169K	0.37%	25
2020 Q2	$5.46M	Sell	73,994 -1,260	-2%	-$94.9K	0.4%	24
2020 Q1	$5.53M	Sell	75,254 -2,415	-3%	-$190K	0.44%	26
2019 Q4	$6.74M	Sell	77,669 -411	-0.5%	-$33.8K	0.41%	33
2019 Q3	$6.27M	Sell	78,080 -3,668	-4%	-$294K	0.39%	34
2019 Q2	$6.54M	Buy	81,748 +1,308	+2%	+$100K	0.39%	37
2019 Q1	$6.38M	Buy	80,440 +4,914	+7%	+$368K	0.38%	36
2018 Q4	$5.51M	Buy	75,526 +121	+0.2%	+$8.54K	0.35%	40
2018 Q3	$5.1M	Sell	75,405 -151	-0.2%	-$9.62K	0.28%	39
2018 Q2	$4.38M	Buy	75,556 +3,656	+5%	+$206K	0.25%	47
2018 Q1	$3.74M	Sell	71,900 -302	-0.4%	-$16.3K	0.2%	56
2017 Q4	$3.88M	Sell	72,202 -1,672	-2%	-$92.7K	0.2%	63
2017 Q3	$4.51M	Sell	73,874 -562	-0.8%	-$34.1K	0.24%	53
2017 Q2	$4.55M	Sell	74,436 -1,952	-3%	-$119K	0.26%	50
2017 Q1	$4.63M	Buy	76,388 +917	+1%	+$55.6K	0.27%	45
2016 Q4	$4.24M	Sell	75,471 -841	-1%	-$49.2K	0.27%	45
2016 Q3	$4.54M	Buy	76,312 +974	+1%	+$57K	0.3%	40
2016 Q2	$4.14M	Buy	75,338 +67	+0.1%	+$3.57K	0.29%	43
2016 Q1	$3.8M	Sell	75,271 -2,763	-4%	-$135K	0.26%	47
2015 Q4	$4.23M	Buy	78,034 +9	+0%	+$454	0.31%	43
2015 Q3	$3.68M	Buy	78,025 +5,856	+8%	+$311K	0.25%	46
2015 Q2	$3.92M	Sell	72,169 -5,097	-7%	-$286K	0.23%	46
2015 Q1	$4.24M	Sell	77,266 -768	-1%	-$43.5K	0.24%	47
2014 Q4	$4.23M	Buy	78,034 +413	+0.5%	+$23K	0.25%	44
2014 Q3	$4.39M	Sell	77,621 -1,311	-2%	-$73.6K	0.27%	41
2014 Q2	$4.36M	Sell	78,932 -10,637	-12%	-$580K	0.26%	44
2014 Q1	$4.85M	Buy	89,569 +4,193	+5%	+$217K	0.3%	42
2013 Q4	$4.08M	Buy	85,376 +6,834	+9%	+$312K	0.27%	51
2013 Q3	$3.57M	Sell	78,542 -1,904	-2%	-$86.9K	0.26%	56
2013 Q2	$3.57M	Buy	+80,446	New	+$3.59M	0.29%	53

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Choate Investment Advisors's MRK Position: Q1 2026 in Review

Choate Investment Advisors increased its Merck (MRK) stake by 3.6% in Q1 2026, buying an estimated $405K and bringing the position to 102,005 shares worth $12.3M. The position accounts for 0.24% of the portfolio, ranked #53.

Choate Investment Advisors first reported a position in MRK in Q2 2013 and has held it in 52 quarters since. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Choate Investment Advisors held 102,005 shares of Merck worth $12.3M as of Q1 2026.
Choate Investment Advisors bought 3,505 Merck shares in Q1 2026, an estimated $405K.
Merck made up 0.24% of Choate Investment Advisors's portfolio in Q1 2026, its #53 holding.
Choate Investment Advisors first reported a position in Merck in Q2 2013 and has held it in 52 quarters since.
3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.