EPIMS
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Evelyn Partners Investment Management Services’s Merck MRK Stock Holding History

Evelyn Partners Investment Management 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 		$73.1K Hold
608
– – 0.01% 162
2025
Q4 		$64K Hold
608
– – 0.01% 164
2025
Q3 		$51K Sell
608
-150
-20% -$12.4K 0.01% 182
2025
Q2 		$60K Sell
758
-300
-28% -$23.8K 0.01% 159
2025
Q1 		$95K Hold
1,058
– – 0.02% 135
2024
Q4 		$105K Buy
+1,058
New +$109K 0.02% 130

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Evelyn Partners Investment Management Services's MRK Position: Q1 2026 in Review

Evelyn Partners Investment Management Services held its Merck (MRK) position steady in Q1 2026 at 608 shares worth $73.1K. The position accounts for 0.01% of the portfolio, ranked #162.

Evelyn Partners Investment Management Services first reported a position in MRK in Q4 2024 and has held it in 6 quarters since. The position peaked at $105K in Q4 2024. 3,785 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Evelyn Partners Investment Management Services held 608 shares of Merck worth $73.1K as of Q1 2026.
  • Evelyn Partners Investment Management Services left its Merck share count unchanged in Q1 2026.
  • Merck made up 0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #162 holding.
  • Evelyn Partners Investment Management Services first reported a position in Merck in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management Services's Merck position peaked at $105K in Q4 2024.
  • 3,785 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.