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Cohen Investment Advisors’s Merck MRK Stock Holding History

Cohen 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 		$688K Sell
5,721
-10
-0.2% -$1.15K 0.33% 50
2025
Q4 		$603K Sell
5,731
-47
-0.8% -$4.41K 0.28% 50
2025
Q3 		$485K Buy
5,778
+826
+17% +$68K 0.24% 61
2025
Q2 		$392K Buy
4,952
+291
+6% +$23.1K 0.2% 68
2025
Q1 		$418K Buy
4,661
+63
+1% +$5.88K 0.24% 67
2024
Q4 		$457K Buy
4,598
+130
+3% +$13.4K 0.28% 60
2024
Q3 		$507K Sell
4,468
-832
-16% -$98.8K 0.31% 53
2024
Q2 		$546K Buy
5,300
+638
+14% +$82.2K 0.44% 47
2024
Q1 		$615K Sell
4,662
-223
-5% -$27.5K 0.4% 47
2023
Q4 		$533K Sell
4,885
-415
-8% -$43.1K 0.39% 48
2023
Q3 		$546K Sell
5,300
-472
-8% -$50.9K 0.44% 47
2023
Q2 		$666K Sell
5,772
-38
-0.7% -$4.32K 0.54% 44
2023
Q1 		$618K Buy
5,810
+63
+1% +$6.8K 0.49% 48
2022
Q4 		$638K Buy
5,747
+142
+3% +$14.5K 0.53% 44
2022
Q3 		$483K Sell
5,605
-347
-6% -$31K 0.44% 50
2022
Q2 		$543K Sell
5,952
-42
-0.7% -$3.72K 0.47% 49
2022
Q1 		$492K Buy
5,994
+59
+1% +$4.65K 0.37% 59
2021
Q4 		$455K Buy
5,935
+50
+0.8% +$3.98K 0.32% 58
2021
Q3 		$442K Buy
5,885
+44
+0.8% +$3.35K 0.34% 57
2021
Q2 		$454K Sell
5,841
-217
-4% -$16.1K 0.35% 55
2021
Q1 		$446K Sell
6,058
-47
-0.8% -$3.47K 0.36% 54
2020
Q4 		$476K Buy
+6,105
New +$467K 0.43% 46

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

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

Cohen Investment Advisors reduced its Merck (MRK) stake by 0.17% in Q1 2026, selling an estimated $1.15K and leaving 5,721 shares worth $688K. The position accounts for 0.33% of the portfolio, ranked #50.

Cohen Investment Advisors first reported a position in MRK in Q4 2020 and has held it in 22 quarters since. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Cohen Investment Advisors held 5,721 shares of Merck worth $688K as of Q1 2026.
  • Cohen Investment Advisors sold 10 Merck shares in Q1 2026, an estimated $1.15K.
  • Merck made up 0.33% of Cohen Investment Advisors's portfolio in Q1 2026, its #50 holding.
  • Cohen Investment Advisors first reported a position in Merck in Q4 2020 and has held it in 22 quarters since.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Cohen Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.