Evercore Wealth Management’s Merck MRK Stock Holding History

Evercore Wealth 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	$11M	Sell	91,797 -1,303	-1%	-$150K	0.17%	68
2025 Q4	$9.8M	Sell	93,100 -1,445	-2%	-$136K	0.14%	73
2025 Q3	$7.94M	Sell	94,545 -1,413	-1%	-$116K	0.12%	83
2025 Q2	$7.6M	Sell	95,958 -5,065	-5%	-$403K	0.12%	83
2025 Q1	$9.07M	Sell	101,023 -3,048	-3%	-$285K	0.15%	70
2024 Q4	$10.4M	Sell	104,071 -629	-0.6%	-$64.8K	0.16%	68
2024 Q3	$11.9M	Sell	104,700 -1,433	-1%	-$170K	0.18%	57
2024 Q2	$13.1M	Sell	106,133 -1,124	-1%	-$145K	0.21%	57
2024 Q1	$14.2M	Sell	107,257 -3,790	-3%	-$467K	0.22%	55
2023 Q4	$12.1M	Buy	111,047 +1,030	+0.9%	+$107K	0.2%	59
2023 Q3	$11.3M	Sell	110,017 -4,339	-4%	-$468K	0.21%	60
2023 Q2	$13.2M	Buy	114,356 +2,333	+2%	+$265K	0.24%	57
2023 Q1	$11.9M	Sell	112,023 -1,046	-0.9%	-$113K	0.24%	59
2022 Q4	$12.5M	Buy	113,069 +116	+0.1%	+$11.9K	0.26%	60
2022 Q3	$9.73M	Buy	112,953 +1,905	+2%	+$170K	0.22%	61
2022 Q2	$10.1M	Sell	111,048 -835	-0.7%	-$74K	0.21%	61
2022 Q1	$9.18M	Sell	111,883 -3,012	-3%	-$237K	0.16%	67
2021 Q4	$8.8M	Sell	114,895 -1,020	-0.9%	-$81.2K	0.14%	75
2021 Q3	$8.71M	Sell	115,915 -4,064	-3%	-$309K	0.16%	69
2021 Q2	$9.33M	Sell	119,979 -12,992	-10%	-$966K	0.17%	68
2021 Q1	$9.78M	Sell	132,971 -4,733	-3%	-$349K	0.19%	67
2020 Q4	$10.7M	Buy	137,704 +954	+0.7%	+$73K	0.23%	59
2020 Q3	$10.8M	Sell	136,750 -3,992	-3%	-$313K	0.26%	57
2020 Q2	$10.4M	Sell	140,742 -413	-0.3%	-$31.1K	0.28%	59
2020 Q1	$10.4M	Buy	141,155 +3,700	+3%	+$291K	0.34%	54
2019 Q4	$11.9M	Sell	137,455 -4,746	-3%	-$390K	0.32%	55
2019 Q3	$11.4M	Sell	142,201 -1,480	-1%	-$119K	0.34%	58
2019 Q2	$11.5M	Buy	143,681 +4,019	+3%	+$308K	0.35%	56
2019 Q1	$11.1M	Buy	139,662 +7,235	+5%	+$541K	0.36%	58
2018 Q4	$9.65M	Sell	132,427 -4,997	-4%	-$353K	0.36%	57
2018 Q3	$9.3M	Sell	137,424 -11,522	-8%	-$734K	0.3%	65
2018 Q2	$8.63M	Buy	148,946 +11,868	+9%	+$670K	0.29%	65
2018 Q1	$7.12M	Sell	137,078 -7,118	-5%	-$384K	0.27%	68
2017 Q4	$7.74M	Sell	144,196 -809	-0.6%	-$44.9K	0.29%	65
2017 Q3	$8.86M	Sell	145,005 -742	-0.5%	-$45K	0.35%	59
2017 Q2	$8.91M	Sell	145,747 -11,320	-7%	-$689K	0.34%	60
2017 Q1	$9.52M	Buy	157,067 +3,320	+2%	+$201K	0.37%	58
2016 Q4	$8.64M	Buy	153,747 +21,756	+16%	+$1.27M	0.36%	60
2016 Q3	$7.86M	Buy	131,991 +8,077	+7%	+$472K	0.33%	65
2016 Q2	$6.81M	Sell	123,914 -6,558	-5%	-$349K	0.3%	70
2016 Q1	$6.59M	Buy	130,472 +98	+0.1%	+$4.8K	0.29%	68
2015 Q4	$6.57M	Sell	130,374 -17,387	-12%	-$877K	0.31%	71
2015 Q3	$6.96M	Buy	147,761 +33,231	+29%	+$1.77M	0.33%	72
2015 Q2	$6.22M	Buy	114,530 +14,975	+15%	+$840K	0.28%	82
2015 Q1	$5.46M	Sell	99,555 -794	-0.8%	-$45K	0.25%	89
2014 Q4	$5.43M	Sell	100,349 -3,471	-3%	-$193K	0.27%	83
2014 Q3	$5.88M	Buy	103,820 +11,407	+12%	+$641K	0.29%	81
2014 Q2	$5.1M	Buy	92,413 +24,442	+36%	+$1.33M	0.26%	89
2014 Q1	$3.68M	Sell	67,971 -2,466	-4%	-$128K	0.21%	101
2013 Q4	$3.36M	Sell	70,437 -20,928	-23%	-$957K	0.18%	114
2013 Q3	$4.15M	Sell	91,365 -7,256	-7%	-$331K	0.24%	110
2013 Q2	$4.37M	Buy	+98,621	New	+$4.4M	0.25%	107

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

Evercore Wealth Management's MRK Position: Q1 2026 in Review

Evercore Wealth Management reduced its Merck (MRK) stake by 1.4% in Q1 2026, selling an estimated $150K and leaving 91,797 shares worth $11M. The position accounts for 0.17% of the portfolio, ranked #68.

Evercore Wealth Management first reported a position in MRK in Q2 2013 and has held it in 52 quarters since. The position peaked at $14.2M in Q1 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Evercore Wealth Management held 91,797 shares of Merck worth $11M as of Q1 2026.
Evercore Wealth Management sold 1,303 Merck shares in Q1 2026, an estimated $150K.
Merck made up 0.17% of Evercore Wealth Management's portfolio in Q1 2026, its #68 holding.
Evercore Wealth Management first reported a position in Merck in Q2 2013 and has held it in 52 quarters since.
Evercore Wealth Management's Merck position peaked at $14.2M in Q1 2024.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.