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Colonial Trust Advisors’s Merck MRK Stock Holding History

Colonial Trust 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 		$1.12M Buy
9,307
+489
+6% +$56.5K 0.09% 119
2025
Q4 		$928K Sell
8,818
-35
-0.4% -$3.29K 0.07% 122
2025
Q3 		$743K Buy
8,853
+36
+0.4% +$2.96K 0.06% 137
2025
Q2 		$698K Buy
8,817
+1,831
+26% +$146K 0.06% 130
2025
Q1 		$627K Buy
6,986
+509
+8% +$47.5K 0.06% 133
2024
Q4 		$644K Sell
6,477
-1,186
-15% -$122K 0.06% 128
2024
Q3 		$870K Buy
7,663
+3,935
+106% +$467K 0.08% 120
2024
Q2 		$461K Sell
3,728
-302
-7% -$38.9K 0.04% 132
2024
Q1 		$532K Sell
4,030
-260
-6% -$32K 0.05% 129
2023
Q4 		$468K Buy
4,290
+1,285
+43% +$133K 0.05% 136
2023
Q3 		$309K Sell
3,005
-576
-16% -$62.1K 0.04% 158
2023
Q2 		$413K Sell
3,581
-361
-9% -$41K 0.05% 149
2023
Q1 		$419K Buy
3,942
+972
+33% +$105K 0.05% 150
2022
Q4 		$330K Buy
2,970
+55
+2% +$5.62K 0.04% 166
2022
Q3 		$251K Buy
+2,915
New +$260K 0.03% 173
2019
Q2 		– Sell
-3,522
Closed -$280K – 161
2019
Q1 		$280K Buy
+3,522
New +$263K 0.05% 133
2018
Q1 		– Sell
-6,901
Closed -$371K – 157
2017
Q4 		$371K Buy
+6,901
New +$383K 0.06% 135

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

Colonial Trust Advisors's MRK Position: Q1 2026 in Review

Colonial Trust Advisors increased its Merck (MRK) stake by 5.5% in Q1 2026, buying an estimated $56.5K and bringing the position to 9,307 shares worth $1.12M. The position accounts for 0.09% of the portfolio, ranked #119.

Colonial Trust Advisors first reported a position in MRK in Q4 2017 and has held it in 17 quarters since. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Colonial Trust Advisors held 9,307 shares of Merck worth $1.12M as of Q1 2026.
  • Colonial Trust Advisors bought 489 Merck shares in Q1 2026, an estimated $56.5K.
  • Merck made up 0.09% of Colonial Trust Advisors's portfolio in Q1 2026, its #119 holding.
  • Colonial Trust Advisors first reported a position in Merck in Q4 2017 and has held it in 17 quarters since.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.