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Custom Index Systems’s Merck MRK Stock Holding History

Custom Index Systems’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 		$296K Buy
+2,459
New +$284K 0.13% 203
2024
Q3 		– Sell
-2,659
Closed -$329K – 272
2024
Q2 		$329K Sell
2,659
-751
-22% -$96.7K 0.19% 172
2024
Q1 		$450K Sell
3,410
-675
-17% -$83.2K 0.26% 110
2023
Q4 		$445K Buy
+4,085
New +$424K 0.27% 93

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

Custom Index Systems's MRK Position: Q1 2026 in Review

Custom Index Systems opened a new position in Merck (MRK) in Q1 2026: 2,459 shares worth $296K. The stake represents 0.13% of the portfolio and ranks #203 among its holdings. This is a return to the name: Custom Index Systems previously reported a position in MRK as recently as Q2 2024.

Custom Index Systems first reported a position in MRK in Q4 2023 and has held it in 4 quarters since. The position peaked at $450K in Q1 2024. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Custom Index Systems held 2,459 shares of Merck worth $296K as of Q1 2026.
  • Merck was a new Custom Index Systems position in Q1 2026.
  • Merck made up 0.13% of Custom Index Systems's portfolio in Q1 2026, its #203 holding.
  • Custom Index Systems first reported a position in Merck in Q4 2023 and has held it in 4 quarters since.
  • Custom Index Systems's Merck position peaked at $450K in Q1 2024.
  • 3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Custom Index Systems's 13F filing for Q1 2026, filed 29 Apr 2026.