Cornerstone Advisors’s Merck MRK Stock Holding History

Cornerstone 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	–	Sell	-142,100	Closed	-$15M	–	143
2025 Q4	$15M	Hold	142,100	–	–	0.5%	56
2025 Q3	$11.9M	Sell	142,100 -3,000	-2%	-$247K	0.39%	63
2025 Q2	$11.5M	Buy	145,100 +30,400	+27%	+$2.42M	0.39%	70
2025 Q1	$10.3M	Sell	114,700 -17,500	-13%	-$1.63M	0.44%	52
2024 Q4	$13.2M	Buy	132,200 +1,200	+0.9%	+$124K	0.52%	39
2024 Q3	$14.9M	Hold	131,000	–	–	0.59%	39
2024 Q2	$16.2M	Hold	131,000	–	–	0.66%	35
2024 Q1	$17.3M	Buy	131,000 +400	+0.3%	+$49.3K	0.72%	32
2023 Q4	$14.2M	Sell	130,600 -17,200	-12%	-$1.79M	0.63%	36
2023 Q3	$15.2M	Sell	147,800 -44,900	-23%	-$4.84M	0.71%	26
2023 Q2	$22.2M	Sell	192,700 -67,300	-26%	-$7.64M	1.06%	22
2023 Q1	$27.7M	Buy	260,000 +60,000	+30%	+$6.48M	1.28%	16
2022 Q4	$22.2M	Sell	200,000 -58,200	-23%	-$5.95M	1.1%	22
2022 Q3	$22.2M	Buy	258,200 +30,000	+13%	+$2.68M	1.09%	20
2022 Q2	$20.8M	Buy	228,200 +70,200	+44%	+$6.22M	1.09%	18
2022 Q1	$13M	Hold	158,000	–	–	0.76%	31
2021 Q4	$12.1M	Hold	158,000	–	–	0.66%	44
2021 Q3	$11.9M	Hold	158,000	–	–	0.69%	39
2021 Q2	$12.3M	Sell	158,000 -7,584	-5%	-$564K	0.73%	39
2021 Q1	$12.2M	Hold	165,584	–	–	1.07%	23
2020 Q4	$12.9M	Buy	165,584 +70,216	+74%	+$5.37M	1.13%	21
2020 Q3	$7.55M	Sell	95,368 -137,288	-59%	-$10.8M	0.68%	34
2020 Q2	$17.2M	Hold	232,656	–	–	1.6%	10
2020 Q1	$17.1M	Hold	232,656	–	–	1.89%	10
2019 Q4	$20.2M	Buy	+232,656	New	+$19.1M	1.66%	13
2019 Q1	$20.4M	Buy	257,598 +112,136	+77%	+$8.39M	1.65%	16
2018 Q4	$10.6M	Buy	+145,462	New	+$10.3M	0.93%	31
2017 Q2	–	Sell	-94,600	Closed	-$5.74M	–	253
2017 Q1	$5.74M	Hold	94,600	–	–	1.04%	29
2016 Q4	$5.31M	Buy	94,600 +23,056	+32%	+$1.35M	0.98%	31
2016 Q3	$4.26M	Buy	71,544 +6,288	+10%	+$368K	1.08%	23
2016 Q2	$3.59M	Hold	65,256	–	–	0.89%	31
2016 Q1	$3.29M	Hold	65,256	–	–	0.8%	34
2015 Q4	$3.29M	Hold	65,256	–	–	0.76%	34
2015 Q3	$3.08M	Hold	65,256	–	–	0.72%	33
2015 Q2	$3.54M	Hold	65,256	–	–	0.79%	33
2015 Q1	$3.58M	Hold	65,256	–	–	0.74%	37
2014 Q4	$3.54M	Hold	65,256	–	–	0.7%	37
2014 Q3	$3.69M	Hold	65,256	–	–	0.72%	36
2014 Q2	$3.6M	Hold	65,256	–	–	0.72%	38
2014 Q1	$3.54M	Buy	65,256 +5,240	+9%	+$271K	0.83%	27
2013 Q4	$2.87M	Buy	60,016 +36,680	+157%	+$1.68M	0.7%	43
2013 Q3	$1.06M	Hold	23,336	–	–	0.35%	87
2013 Q2	$1.03M	Buy	+23,336	New	+$1.04M	0.41%	77

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Cornerstone Advisors's MRK Position: Q1 2026 in Review

Cornerstone Advisors sold out of Merck (MRK) in Q1 2026, closing a stake of 142,100 shares — an estimated $15M sold.

Cornerstone Advisors first reported a position in MRK in Q2 2013 and held it in 43 quarters. The position peaked at $27.7M in Q1 2023. 3,788 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Cornerstone Advisors reported no remaining Merck position as of Q1 2026 after selling out during the quarter.
Cornerstone Advisors sold 142,100 Merck shares in Q1 2026, an estimated $15M.
Cornerstone Advisors first reported a position in Merck in Q2 2013 and held it in 43 quarters.
Cornerstone Advisors's Merck position peaked at $27.7M in Q1 2023.
3,788 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Cornerstone Advisors's 13F filing for Q1 2026, filed 8 May 2026.