Duncan Williams Asset Management’s Merck MRK Stock Holding History

Duncan Williams Asset 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	$848K	Sell	7,052 -222	-3%	-$25.6K	0.24%	65
2025 Q4	$861K	Sell	7,274 -42	-0.6%	-$3.94K	0.21%	71
2025 Q3	$614K	Buy	7,316 +90	+1%	+$7.41K	0.17%	86
2025 Q2	$572K	Sell	7,226 -55	-0.8%	-$4.37K	0.18%	85
2025 Q1	$654K	Sell	7,281 -375	-5%	-$35K	0.24%	70
2024 Q4	$762K	Buy	7,656 +3,045	+66%	+$314K	0.3%	59
2024 Q3	$524K	Buy	+4,611	New	+$548K	0.29%	70
2024 Q2	–	Sell	-2,519	Closed	-$332K	–	68
2024 Q1	$332K	Buy	+2,519	New	+$310K	0.3%	52

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

Duncan Williams Asset Management's MRK Position: Q1 2026 in Review

Duncan Williams Asset Management reduced its Merck (MRK) stake by 3.1% in Q1 2026, selling an estimated $25.6K and leaving 7,052 shares worth $848K. The position accounts for 0.24% of the portfolio, ranked #65.

Duncan Williams Asset Management first reported a position in MRK in Q1 2024 and has held it in 8 quarters since. The position peaked at $861K in Q4 2025. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Duncan Williams Asset Management held 7,052 shares of Merck worth $848K as of Q1 2026.
Duncan Williams Asset Management sold 222 Merck shares in Q1 2026, an estimated $25.6K.
Merck made up 0.24% of Duncan Williams Asset Management's portfolio in Q1 2026, its #65 holding.
Duncan Williams Asset Management first reported a position in Merck in Q1 2024 and has held it in 8 quarters since.
Duncan Williams Asset Management's Merck position peaked at $861K in Q4 2025.
3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Duncan Williams Asset Management's 13F filing for Q1 2026, filed 5 May 2026.