DLK Investment Management’s Merck MRK Stock Holding History

DLK 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 Q2	$270K	Sell	2,183 -1,319	-38%	-$154K	0.11%	69
2026 Q1	$421K	Sell	3,502 -1,234	-26%	-$142K	0.17%	54
2025 Q4	$499K	Hold	4,736	–	–	0.19%	49
2025 Q3	$397K	Buy	+4,736	New	+$390K	0.15%	56
2025 Q2	–	Sell	-2,251	Closed	-$202K	–	98
2025 Q1	$202K	Hold	2,251	–	–	0.08%	69
2024 Q4	$224K	Buy	2,251 +68	+3%	+$7.01K	0.09%	68
2024 Q3	$248K	Hold	2,183	–	–	0.1%	79
2024 Q2	$270K	Buy	2,183 +25	+1%	+$3.22K	0.11%	71
2024 Q1	$285K	Hold	2,158	–	–	0.12%	66
2023 Q4	$235K	Buy	+2,158	New	+$224K	0.11%	70

Other funds holding MRK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

DLK Investment Management's MRK Position: Q2 2026 in Review

DLK Investment Management reduced its Merck (MRK) stake by 38% in Q2 2026, selling an estimated $154K and leaving 2,183 shares worth $270K. The position accounts for 0.11% of the portfolio, ranked #69.

DLK Investment Management first reported a position in MRK in Q4 2023 and has held it in 10 quarters since. The position peaked at $499K in Q4 2025. 1,299 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

DLK Investment Management held 2,183 shares of Merck worth $270K as of Q2 2026.
DLK Investment Management sold 1,319 Merck shares in Q2 2026, an estimated $154K.
Merck made up 0.11% of DLK Investment Management's portfolio in Q2 2026, its #69 holding.
DLK Investment Management first reported a position in Merck in Q4 2023 and has held it in 10 quarters since.
DLK Investment Management's Merck position peaked at $499K in Q4 2025.
1,299 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on DLK Investment Management's 13F filing for Q2 2026, filed 14 Jul 2026.