Dimensional Fund Advisors’s Merck MRK Stock Holding History

Dimensional Fund 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	$1.86B	Buy	15,456,039 +2,969,856	+24%	+$343M	0.39%	23
2025 Q4	$1.31B	Buy	12,486,183 +1,608,609	+15%	+$151M	0.28%	37
2025 Q3	$913M	Buy	10,877,574 +254,432	+2%	+$21M	0.2%	61
2025 Q2	$841M	Sell	10,623,142 -291,085	-3%	-$23.1M	0.19%	59
2025 Q1	$980M	Sell	10,914,227 -663,308	-6%	-$61.9M	0.24%	49
2024 Q4	$1.15B	Buy	11,577,535 +4,480,007	+63%	+$462M	0.28%	40
2024 Q3	$806M	Buy	7,097,528 +895,602	+14%	+$106M	0.2%	61
2024 Q2	$768M	Buy	6,201,926 +431,074	+7%	+$55.5M	0.2%	61
2024 Q1	$761M	Sell	5,770,852 -168,673	-3%	-$20.8M	0.21%	62
2023 Q4	$648M	Sell	5,939,525 -2,807,658	-32%	-$291M	0.19%	70
2023 Q3	$901M	Sell	8,747,183 -886,535	-9%	-$95.6M	0.3%	33
2023 Q2	$1.11B	Buy	9,633,718 +130,427	+1%	+$14.8M	0.35%	29
2023 Q1	$1.01B	Buy	9,503,291 +240,981	+3%	+$26M	0.34%	31
2022 Q4	$1.03M	Buy	9,262,310 +476,216	+5%	+$48.7M	0.3%	39
2022 Q3	$757M	Buy	8,786,094 +1,004,787	+13%	+$89.7M	0.29%	42
2022 Q2	$709M	Buy	7,781,307 +248,172	+3%	+$22M	0.25%	51
2022 Q1	$618M	Sell	7,533,135 -1,532,304	-17%	-$121M	0.19%	68
2021 Q4	$695M	Sell	9,065,439 -726,533	-7%	-$57.9M	0.21%	61
2021 Q3	$735M	Sell	9,791,972 -121,796	-1%	-$9.26M	0.24%	48
2021 Q2	$771M	Sell	9,913,768 -719,821	-7%	-$53.5M	0.24%	48
2021 Q1	$782M	Sell	10,633,589 -39,338	-0.4%	-$2.9M	0.26%	43
2020 Q4	$833M	Sell	10,672,927 -164,115	-2%	-$12.6M	0.3%	31
2020 Q3	$858M	Buy	10,837,042 +395,647	+4%	+$31M	0.36%	29
2020 Q2	$770M	Buy	10,441,395 +450,982	+5%	+$34M	0.34%	33
2020 Q1	$733M	Buy	9,990,413 +554,817	+6%	+$43.6M	0.38%	31
2019 Q4	$819M	Buy	9,435,596 +269,732	+3%	+$22.2M	0.3%	36
2019 Q3	$736M	Buy	9,165,864 +1,020,636	+13%	+$81.8M	0.29%	34
2019 Q2	$652M	Buy	8,145,228 +715,750	+10%	+$54.8M	0.25%	40
2019 Q1	$590M	Buy	7,429,478 +387,189	+5%	+$29M	0.23%	43
2018 Q4	$513M	Sell	7,042,289 -35,930	-0.5%	-$2.54M	0.23%	45
2018 Q3	$479M	Buy	7,078,219 +13,421	+0.2%	+$855K	0.18%	65
2018 Q2	$409M	Buy	7,064,798 +8,831	+0.1%	+$498K	0.16%	71
2018 Q1	$367M	Buy	7,055,967 +13,762	+0.2%	+$743K	0.15%	81
2017 Q4	$378M	Buy	7,042,205 +40,882	+0.6%	+$2.27M	0.16%	77
2017 Q3	$428M	Sell	7,001,323 -6,469	-0.1%	-$392K	0.19%	58
2017 Q2	$429M	Sell	7,007,792 -80,622	-1%	-$4.91M	0.2%	55
2017 Q1	$430M	Buy	7,088,414 +134,512	+2%	+$8.16M	0.21%	49
2016 Q4	$391M	Buy	6,953,902 +51,048	+0.7%	+$2.99M	0.2%	55
2016 Q3	$411M	Buy	6,902,854 +275,558	+4%	+$16.1M	0.22%	43
2016 Q2	$364M	Buy	6,627,296 +197,802	+3%	+$10.5M	0.21%	46
2016 Q1	$325M	Buy	6,429,494 +219,410	+4%	+$10.7M	0.19%	60
2015 Q4	$313M	Buy	6,210,084 +345,999	+6%	+$17.4M	0.2%	59
2015 Q3	$276M	Buy	5,864,085 +643,240	+12%	+$34.2M	0.18%	70
2015 Q2	$284M	Sell	5,220,845 -311,380	-6%	-$17.5M	0.17%	66
2015 Q1	$303M	Buy	5,532,225 +44,948	+0.8%	+$2.55M	0.19%	62
2014 Q4	$297M	Buy	5,487,277 +319,336	+6%	+$17.8M	0.2%	61
2014 Q3	$292M	Buy	5,167,941 +29,141	+0.6%	+$1.64M	0.21%	57
2014 Q2	$284M	Buy	5,138,800 +67,722	+1%	+$3.69M	0.2%	58
2014 Q1	$275M	Sell	5,071,078 -30,234	-0.6%	-$1.57M	0.21%	58
2013 Q4	$244M	Sell	5,101,312 -53,991	-1%	-$2.47M	0.19%	68
2013 Q3	$234M	Sell	5,155,303 -28,864	-0.6%	-$1.32M	0.2%	55
2013 Q2	$230M	Buy	+5,184,167	New	+$232M	0.22%	50

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

Dimensional Fund Advisors's MRK Position: Q1 2026 in Review

Dimensional Fund Advisors increased its Merck (MRK) stake by 24% in Q1 2026, buying an estimated $343M and bringing the position to 15,456,039 shares worth $1.86B. The position accounts for 0.39% of the portfolio, ranked #23.

Dimensional Fund Advisors first reported a position in MRK in Q2 2013 and has held it in 52 quarters since. 3,776 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Dimensional Fund Advisors held 15,456,039 shares of Merck worth $1.86B as of Q1 2026.
Dimensional Fund Advisors bought 2,969,856 Merck shares in Q1 2026, an estimated $343M.
Merck made up 0.39% of Dimensional Fund Advisors's portfolio in Q1 2026, its #23 holding.
Dimensional Fund Advisors first reported a position in Merck in Q2 2013 and has held it in 52 quarters since.
3,776 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.