Davis Investment Partners’s Merck MRK Stock Holding History

Davis Investment Partners’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	$1.58M	Sell	13,151 -2,834	-18%	-$327K	0.56%	32
2025 Q4	$1.7M	Buy	15,985 +6,761	+73%	+$635K	0.6%	26
2025 Q3	$831K	Sell	9,224 -801	-8%	-$66K	0.28%	58
2025 Q2	$820K	Buy	10,025 +2,697	+37%	+$214K	0.29%	56
2025 Q1	$580K	Buy	+7,328	New	+$684K	0.26%	74
2024 Q3	–	Sell	-2,014	Closed	-$257K	–	123
2024 Q2	$257K	Buy	2,014 +156	+8%	+$20.1K	0.11%	99
2024 Q1	$236K	Sell	1,858 -120	-6%	-$14.8K	0.1%	105
2023 Q4	$231K	Hold	1,978	–	–	0.11%	100
2023 Q3	$205K	Sell	1,978 -1,400	-41%	-$151K	0.11%	102
2023 Q2	$366K	Buy	+3,378	New	+$384K	0.17%	84

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Davis Investment Partners's MRK Position: Q1 2026 in Review

Davis Investment Partners reduced its Merck (MRK) stake by 18% in Q1 2026, selling an estimated $327K and leaving 13,151 shares worth $1.58M. The position accounts for 0.56% of the portfolio, ranked #32.

Davis Investment Partners first reported a position in MRK in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.7M in Q4 2025. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Davis Investment Partners held 13,151 shares of Merck worth $1.58M as of Q1 2026.
Davis Investment Partners sold 2,834 Merck shares in Q1 2026, an estimated $327K.
Merck made up 0.56% of Davis Investment Partners's portfolio in Q1 2026, its #32 holding.
Davis Investment Partners first reported a position in Merck in Q2 2023 and has held it in 10 quarters since.
Davis Investment Partners's Merck position peaked at $1.7M in Q4 2025.
3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Davis Investment Partners's 13F filing for Q1 2026, filed 20 Apr 2026.