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Dumont & Blake Investment Advisors’s Merck MRK Stock Holding History

Dumont & Blake Investment 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 		$373K Sell
3,103
-313
-9% -$36.1K 0.09% 154
2025
Q4 		$360K Sell
3,416
-116
-3% -$10.9K 0.09% 153
2025
Q3 		$296K Buy
3,532
+294
+9% +$24.2K 0.07% 166
2025
Q2 		$256K Sell
3,238
-33
-1% -$2.62K 0.07% 170
2025
Q1 		$294K Sell
3,271
-28
-0.8% -$2.61K 0.08% 159
2024
Q4 		$328K Buy
3,299
+61
+2% +$6.29K 0.09% 158
2024
Q3 		$368K Sell
3,238
-5,026
-61% -$597K 0.1% 155
2024
Q2 		$1.02M Buy
8,264
+4,132
+100% +$532K 0.14% 135
2024
Q1 		$545K Buy
4,132
+185
+5% +$22.8K 0.16% 131
2023
Q4 		$430K Hold
3,947
– – 0.13% 135
2023
Q3 		$406K Hold
3,947
– – 0.14% 135
2023
Q2 		$455K Hold
3,947
– – 0.15% 134
2023
Q1 		$420K Hold
3,947
– – 0.14% 135
2022
Q4 		$438K Sell
3,947
-80
-2% -$8.18K 0.16% 136
2022
Q3 		$347K Sell
4,027
-430
-10% -$38.4K 0.13% 142
2022
Q2 		$406K Sell
4,457
-148
-3% -$13.1K 0.13% 140
2022
Q1 		$378K Sell
4,605
-17
-0.4% -$1.34K 0.1% 167
2021
Q4 		$354K Buy
4,622
+82
+2% +$6.53K 0.09% 158
2021
Q3 		$341K Buy
4,540
+95
+2% +$7.22K 0.1% 154
2021
Q2 		$346K Sell
4,445
-28
-0.6% -$2.08K 0.1% 156
2021
Q1 		$329K Buy
4,473
+94
+2% +$6.93K 0.1% 153
2020
Q4 		$342K Buy
4,379
+163
+4% +$12.5K 0.12% 146
2020
Q3 		$334K Buy
4,216
+251
+6% +$19.7K 0.13% 134
2020
Q2 		$293K Buy
+3,965
New +$298K 0.12% 138
2015
Q4 		– Sell
-7,336
Closed -$346K – 180
2015
Q3 		$346K Buy
+7,336
New +$390K 0.19% 127

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

Dumont & Blake Investment Advisors's MRK Position: Q1 2026 in Review

Dumont & Blake Investment Advisors reduced its Merck (MRK) stake by 9.2% in Q1 2026, selling an estimated $36.1K and leaving 3,103 shares worth $373K. The position accounts for 0.09% of the portfolio, ranked #154.

Dumont & Blake Investment Advisors first reported a position in MRK in Q3 2015 and has held it in 25 quarters since. The position peaked at $1.02M in Q2 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Dumont & Blake Investment Advisors held 3,103 shares of Merck worth $373K as of Q1 2026.
  • Dumont & Blake Investment Advisors sold 313 Merck shares in Q1 2026, an estimated $36.1K.
  • Merck made up 0.09% of Dumont & Blake Investment Advisors's portfolio in Q1 2026, its #154 holding.
  • Dumont & Blake Investment Advisors first reported a position in Merck in Q3 2015 and has held it in 25 quarters since.
  • Dumont & Blake Investment Advisors's Merck position peaked at $1.02M in Q2 2024.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.