DI
MRK icon

Disciplined Investments’s Merck MRK Stock Holding History

Disciplined Investments’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 		$250K Buy
1,948
+13
+0.7% +$1.52K 0.08% 126
2026
Q1 		$233K Buy
+1,935
New +$223K 0.08% 124
2023
Q3 		– Sell
-651
Closed -$75.1K – 1002
2023
Q2 		$75.1K Sell
651
-12
-2% -$1.36K 0.04% 175
2023
Q1 		$70.5K Buy
663
+2
+0.3% +$216 0.03% 200
2022
Q4 		$73.3K Buy
661
+25
+4% +$2.56K 0.04% 173
2022
Q3 		$55K Sell
636
-10
-2% -$893 0.03% 209
2022
Q2 		$59K Buy
646
+42
+7% +$3.72K 0.03% 207
2022
Q1 		$50K Buy
604
+118
+24% +$9.3K 0.02% 224
2021
Q4 		$37K Hold
486
– – 0.02% 242
2021
Q3 		$37K Hold
486
– – 0.02% 228
2021
Q2 		$38K Sell
486
-50
-9% -$3.72K 0.02% 215
2021
Q1 		$39K Hold
536
– – 0.02% 192
2020
Q4 		$42K Sell
536
-194
-27% -$14.8K 0.03% 162
2020
Q3 		$58K Hold
730
– – 0.04% 148
2020
Q2 		$54K Hold
730
– – 0.04% 155
2020
Q1 		$54K Hold
730
– – 0.05% 147
2019
Q4 		$63K Buy
+730
New +$60K 0.05% 149

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

Disciplined Investments's MRK Position: Q2 2026 in Review

Disciplined Investments increased its Merck (MRK) stake by 0.67% in Q2 2026, buying an estimated $1.52K and bringing the position to 1,948 shares worth $250K. The position accounts for 0.08% of the portfolio, ranked #126.

Disciplined Investments first reported a position in MRK in Q4 2019 and has held it in 17 quarters since. 3,819 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Disciplined Investments held 1,948 shares of Merck worth $250K as of Q2 2026.
  • Disciplined Investments bought 13 Merck shares in Q2 2026, an estimated $1.52K.
  • Merck made up 0.08% of Disciplined Investments's portfolio in Q2 2026, its #126 holding.
  • Disciplined Investments first reported a position in Merck in Q4 2019 and has held it in 17 quarters since.
  • 3,819 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Disciplined Investments's 13F filing for Q2 2026, filed 7 Aug 2026.