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Evelyn Partners Investment Management’s Merck MRK Stock Holding History

Evelyn Partners 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 		$1.65M Sell
13,690
-295
-2% -$34.1K 0.04% 111
2025
Q4 		$1.47M Sell
13,985
-10,575
-43% -$993K 0.04% 120
2025
Q3 		$2.06M Buy
24,560
+11,360
+86% +$936K 0.06% 107
2025
Q2 		$1.04M Hold
13,200
– – 0.03% 133
2025
Q1 		$1.18M Hold
13,200
– – 0.04% 124
2024
Q4 		$1.31M Buy
+13,200
New +$1.36M 0.04% 118

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

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

Evelyn Partners Investment Management reduced its Merck (MRK) stake by 2.1% in Q1 2026, selling an estimated $34.1K and leaving 13,690 shares worth $1.65M. The position accounts for 0.04% of the portfolio, ranked #111.

Evelyn Partners Investment Management first reported a position in MRK in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.06M in Q3 2025. 3,782 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Evelyn Partners Investment Management held 13,690 shares of Merck worth $1.65M as of Q1 2026.
  • Evelyn Partners Investment Management sold 295 Merck shares in Q1 2026, an estimated $34.1K.
  • Merck made up 0.04% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #111 holding.
  • Evelyn Partners Investment Management first reported a position in Merck in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Merck position peaked at $2.06M in Q3 2025.
  • 3,782 funds tracked by Wall St. Rank held Merck as of Q1 2026.

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