Econ Financial Services’s Merck MRK Stock Holding History

Econ Financial Services’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	–	Sell	-15,485	Closed	-$1.63M	–	90
2025 Q4	$1.63M	Sell	15,485 -8,757	-36%	-$822K	0.82%	50
2025 Q3	$2.03M	Buy	+24,242	New	+$2M	1.01%	38

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

Econ Financial Services's MRK Position: Q1 2026 in Review

Econ Financial Services sold out of Merck (MRK) in Q1 2026, closing a stake of 15,485 shares — an estimated $1.63M sold.

Econ Financial Services first reported a position in MRK in Q3 2025 and held it in 2 quarters. The position peaked at $2.03M in Q3 2025. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Econ Financial Services reported no remaining Merck position as of Q1 2026 after selling out during the quarter.
Econ Financial Services sold 15,485 Merck shares in Q1 2026, an estimated $1.63M.
Econ Financial Services first reported a position in Merck in Q3 2025 and held it in 2 quarters.
Econ Financial Services's Merck position peaked at $2.03M in Q3 2025.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Econ Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.