DIM
MRK icon

Delta Investment Management’s Merck MRK Stock Holding History

Delta Investment Management’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 		$679K Sell
5,643
-122
-2% -$14.1K 0.12% 119
2025
Q4 		$607K Buy
5,765
+2
+0% +$188 0.11% 139
2025
Q3 		$484K Sell
5,763
-72
-1% -$5.93K 0.09% 144
2025
Q2 		$462K Buy
5,835
+41
+0.7% +$3.26K 0.09% 142
2025
Q1 		$520K Sell
5,794
-901
-13% -$84.1K 0.11% 118
2024
Q4 		$666K Sell
6,695
-112
-2% -$11.5K 0.13% 102
2024
Q3 		$773K Sell
6,807
-999
-13% -$119K 0.16% 85
2024
Q2 		$966K Buy
7,806
+1,262
+19% +$163K 0.21% 68
2024
Q1 		$863K Sell
6,544
-31
-0.5% -$3.82K 0.2% 82
2023
Q4 		$717K Buy
6,575
+77
+1% +$7.99K 0.18% 79
2023
Q3 		$669K Buy
6,498
+52
+0.8% +$5.61K 0.19% 72
2023
Q2 		$744K Sell
6,446
-16
-0.2% -$1.82K 0.2% 68
2023
Q1 		$687K Buy
6,462
+680
+12% +$73.4K 0.2% 71
2022
Q4 		$642K Buy
5,782
+533
+10% +$54.5K 0.21% 77
2022
Q3 		$452K Sell
5,249
-54
-1% -$4.82K 0.2% 85
2022
Q2 		$483K Sell
5,303
-10
-0.2% -$887 0.22% 77
2022
Q1 		$436K Sell
5,313
-19
-0.4% -$1.5K 0.13% 83
2021
Q4 		$409K Buy
5,332
+40
+0.8% +$3.19K 0.12% 115
2021
Q3 		$397K Sell
5,292
-127
-2% -$9.66K 0.12% 112
2021
Q2 		$421K Sell
5,419
-284
-5% -$21.1K 0.13% 114
2021
Q1 		$420K Sell
5,703
-37
-0.6% -$2.73K 0.13% 108
2020
Q4 		$448K Sell
5,740
-30
-0.5% -$2.29K 0.14% 111
2020
Q3 		$456K Sell
5,770
-52
-0.9% -$4.07K 0.25% 66
2020
Q2 		$429K Sell
5,822
-4,588
-44% -$345K 0.18% 84
2020
Q1 		$764K Buy
10,410
+827
+9% +$65K 0.58% 32
2019
Q4 		$831K Buy
9,583
+6,583
+219% +$541K 0.3% 59
2019
Q3 		$241K Sell
3,000
-129
-4% -$10.3K 0.13% 89
2019
Q2 		$250K Hold
3,129
– – 0.14% 82
2019
Q1 		$248K Hold
3,129
– – 0.22% 44
2018
Q4 		$228K Buy
+3,129
New +$221K 0.22% 29

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

Delta Investment Management's MRK Position: Q1 2026 in Review

Delta Investment Management reduced its Merck (MRK) stake by 2.1% in Q1 2026, selling an estimated $14.1K and leaving 5,643 shares worth $679K. The position accounts for 0.12% of the portfolio, ranked #119.

Delta Investment Management first reported a position in MRK in Q4 2018 and has held it in 30 quarters since. The position peaked at $966K in Q2 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Delta Investment Management held 5,643 shares of Merck worth $679K as of Q1 2026.
  • Delta Investment Management sold 122 Merck shares in Q1 2026, an estimated $14.1K.
  • Merck made up 0.12% of Delta Investment Management's portfolio in Q1 2026, its #119 holding.
  • Delta Investment Management first reported a position in Merck in Q4 2018 and has held it in 30 quarters since.
  • Delta Investment Management's Merck position peaked at $966K in Q2 2024.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Delta Investment Management's 13F filing for Q1 2026, filed 13 May 2026.