Essex Investment Management’s Merck MRK Stock Holding History

Essex 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 Q1	$136K	Hold	1,132	–	–	0.02%	220
2025 Q4	$119K	Hold	1,132	–	–	0.02%	228
2025 Q3	$95K	Hold	1,132	–	–	0.01%	230
2025 Q2	$89.6K	Hold	1,132	–	–	0.02%	228
2025 Q1	$102K	Hold	1,132	–	–	0.02%	220
2024 Q4	$113K	Hold	1,132	–	–	0.02%	220
2024 Q3	$129K	Hold	1,132	–	–	0.02%	219
2024 Q2	$140K	Sell	1,132 -25	-2%	-$3.22K	0.03%	209
2024 Q1	$153K	Sell	1,157 -50	-4%	-$6.16K	0.03%	213
2023 Q4	$132K	Hold	1,207	–	–	0.03%	232
2023 Q3	$124K	Hold	1,207	–	–	0.02%	285
2023 Q2	$139K	Sell	1,207 -12	-1%	-$1.36K	0.02%	289
2023 Q1	$130K	Hold	1,219	–	–	0.02%	295
2022 Q4	$135K	Hold	1,219	–	–	0.02%	286
2022 Q3	$105K	Hold	1,219	–	–	0.02%	296
2022 Q2	$111K	Hold	1,219	–	–	0.02%	308
2022 Q1	$100K	Hold	1,219	–	–	0.01%	315
2021 Q4	$93K	Hold	1,219	–	–	0.01%	327
2021 Q3	$92K	Sell	1,219 -19,500	-94%	-$1.48M	0.01%	337
2021 Q2	$1.61M	Buy	20,719 +19,363	+1,428%	+$1.44M	0.19%	182
2021 Q1	$100K	Hold	1,356	–	–	0.01%	355
2020 Q4	$106K	Sell	1,356 -31	-2%	-$2.37K	0.01%	368
2020 Q3	$110K	Buy	1,387 +79	+6%	+$6.19K	0.02%	368
2020 Q2	$97K	Hold	1,308	–	–	0.02%	329
2020 Q1	$96K	Hold	1,308	–	–	0.02%	313
2019 Q4	$114K	Hold	1,308	–	–	0.01%	380
2019 Q3	$105K	Hold	1,308	–	–	0.02%	374
2019 Q2	$105K	Hold	1,308	–	–	0.01%	381
2019 Q1	$104K	Hold	1,308	–	–	0.02%	375
2018 Q4	$95K	Buy	+1,308	New	+$92.3K	0.01%	377
2018 Q1	–	Sell	-12,913	Closed	-$693K	–	379
2017 Q4	$693K	Buy	12,913 +1,932	+18%	+$107K	0.09%	249
2017 Q3	$671K	Sell	10,981 -11,239	-51%	-$681K	0.09%	243
2017 Q2	$1.36M	Buy	22,220 +9,743	+78%	+$593K	0.19%	170
2017 Q1	$757K	Buy	+12,477	New	+$757K	0.12%	224
2016 Q1	–	Sell	-23,955	Closed	-$1.21M	–	324
2015 Q4	$1.21M	Sell	23,955 -38,005	-61%	-$1.92M	0.19%	128
2015 Q3	$2.92M	Sell	61,960 -2,489	-4%	-$132K	0.48%	49
2015 Q2	$3.5M	Buy	64,449 +1,163	+2%	+$65.2K	0.53%	51
2015 Q1	$3.47M	Sell	63,286 -2,131	-3%	-$121K	0.49%	63
2014 Q4	$3.54M	Buy	65,417 +3,057	+5%	+$170K	0.52%	53
2014 Q3	$3.53M	Buy	62,360 +18,318	+42%	+$1.03M	0.54%	52
2014 Q2	$2.43M	Buy	+44,042	New	+$2.4M	0.36%	80

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Essex Investment Management's MRK Position: Q1 2026 in Review

Essex Investment Management held its Merck (MRK) position steady in Q1 2026 at 1,132 shares worth $136K. The position accounts for 0.02% of the portfolio, ranked #220.

Essex Investment Management first reported a position in MRK in Q2 2014 and has held it in 41 quarters since. The position peaked at $3.54M in Q4 2014. 3,789 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Essex Investment Management held 1,132 shares of Merck worth $136K as of Q1 2026.
Essex Investment Management left its Merck share count unchanged in Q1 2026.
Merck made up 0.02% of Essex Investment Management's portfolio in Q1 2026, its #220 holding.
Essex Investment Management first reported a position in Merck in Q2 2014 and has held it in 41 quarters since.
Essex Investment Management's Merck position peaked at $3.54M in Q4 2014.
3,789 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.