F/M Investments’s Merck MRK Stock Holding History

F/M Investments’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	$773K	Sell	6,422 -29,253	-82%	-$3.38M	0.05%	198
2025 Q4	$3.76M	Buy	35,675 +1,685	+5%	+$158K	0.14%	173
2025 Q3	$2.85M	Buy	33,990 +6,745	+25%	+$556K	0.11%	196
2025 Q2	$2.16M	Sell	27,245 -1,522	-5%	-$121K	0.08%	227
2025 Q1	$2.58M	Buy	28,767 +566	+2%	+$52.8K	0.1%	195
2024 Q4	$2.81M	Buy	28,201 +1,161	+4%	+$120K	0.1%	182
2024 Q3	$3.07M	Sell	27,040 -5,286	-16%	-$628K	0.1%	191
2024 Q2	$4M	Buy	32,326 +30,390	+1,570%	+$3.91M	0.14%	177
2024 Q1	$255K	Buy	+1,936	New	+$239K	0.17%	61
2023 Q3	–	Sell	-1,820	Closed	-$210K	–	78
2023 Q2	$210K	Buy	+1,820	New	+$207K	0.15%	69

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

F/M Investments's MRK Position: Q1 2026 in Review

F/M Investments reduced its Merck (MRK) stake by 82% in Q1 2026, selling an estimated $3.38M and leaving 6,422 shares worth $773K. The position accounts for 0.05% of the portfolio, ranked #198.

F/M Investments first reported a position in MRK in Q2 2023 and has held it in 10 quarters since. The position peaked at $4M in Q2 2024. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

F/M Investments held 6,422 shares of Merck worth $773K as of Q1 2026.
F/M Investments sold 29,253 Merck shares in Q1 2026, an estimated $3.38M.
Merck made up 0.05% of F/M Investments's portfolio in Q1 2026, its #198 holding.
F/M Investments first reported a position in Merck in Q2 2023 and has held it in 10 quarters since.
F/M Investments's Merck position peaked at $4M in Q2 2024.
3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on F/M Investments's 13F filing for Q1 2026, filed 11 May 2026.