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CSM Advisors’s Merck MRK Stock Holding History

CSM 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
Q2 		$1.31M Sell
10,162
-981
-9% -$115K 0.03% 326
2026
Q1 		$1.34M Sell
11,143
-637
-5% -$73.5K 0.03% 325
2025
Q4 		$1.24M Sell
11,780
-10,975
-48% -$1.03M 0.03% 317
2025
Q3 		$1.91M Sell
22,755
-50,860
-69% -$4.19M 0.05% 299
2025
Q2 		$5.83M Buy
73,615
+80
+0.1% +$6.36K 0.17% 155
2025
Q1 		$6.6M Sell
73,535
-1,120
-2% -$105K 0.36% 64
2024
Q4 		$7.43M Sell
74,655
-2,320
-3% -$239K 0.35% 64
2024
Q3 		$8.74M Sell
76,975
-3,878
-5% -$461K 0.57% 58
2024
Q2 		$10M Sell
80,853
-3,965
-5% -$511K 0.71% 44
2024
Q1 		$11.2M Buy
84,818
+1,020
+1% +$126K 0.73% 43
2023
Q4 		$9.14M Buy
83,798
+80,110
+2,172% +$8.32M 0.66% 46
2023
Q3 		$380K Sell
3,688
-1,200
-25% -$129K 0.03% 122
2023
Q2 		$564K Sell
4,888
-700
-13% -$79.5K 0.04% 120
2023
Q1 		$595K Hold
5,588
– – 0.05% 114
2022
Q4 		$620K Hold
5,588
– – 0.06% 110
2022
Q3 		$481K Hold
5,588
– – 0.05% 115
2022
Q2 		$509K Buy
5,588
+300
+6% +$26.6K 0.05% 107
2022
Q1 		$434K Hold
5,288
– – 0.03% 117
2021
Q4 		$405K Hold
5,288
– – 0.03% 142
2021
Q3 		$397K Hold
5,288
– – 0.03% 138
2021
Q2 		$411K Buy
+5,288
New +$393K 0.03% 142

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CSM Advisors's MRK Position: Q2 2026 in Review

CSM Advisors reduced its Merck (MRK) stake by 8.8% in Q2 2026, selling an estimated $115K and leaving 10,162 shares worth $1.31M. The position accounts for 0.03% of the portfolio, ranked #326.

CSM Advisors first reported a position in MRK in Q2 2021 and has held it in 21 quarters since. The position peaked at $11.2M in Q1 2024. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • CSM Advisors held 10,162 shares of Merck worth $1.31M as of Q2 2026.
  • CSM Advisors sold 981 Merck shares in Q2 2026, an estimated $115K.
  • Merck made up 0.03% of CSM Advisors's portfolio in Q2 2026, its #326 holding.
  • CSM Advisors first reported a position in Merck in Q2 2021 and has held it in 21 quarters since.
  • CSM Advisors's Merck position peaked at $11.2M in Q1 2024.
  • 3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.