Family Capital Management’s Merck MRK Stock Holding History

Family Capital 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	$1.2M	Sell	9,943 -2,198	-18%	-$254K	0.53%	41
2025 Q4	$1.28M	Buy	12,141 +1,432	+13%	+$134K	0.57%	36
2025 Q3	$899K	Buy	10,709 +1,808	+20%	+$149K	0.43%	45
2025 Q2	$705K	Buy	8,901 +5,122	+136%	+$407K	0.37%	48
2025 Q1	$339K	Buy	3,779 +1,140	+43%	+$106K	0.21%	56
2024 Q4	$263K	Buy	2,639 +552	+26%	+$56.9K	0.16%	58
2024 Q3	$237K	Buy	2,087 +24	+1%	+$2.85K	0.15%	61
2024 Q2	$255K	Buy	2,063 +56	+3%	+$7.21K	0.17%	57
2024 Q1	$265K	Buy	2,007 +106	+6%	+$13.1K	0.18%	58
2023 Q4	$207K	Buy	+1,901	New	+$197K	0.15%	70

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

Family Capital Management's MRK Position: Q1 2026 in Review

Family Capital Management reduced its Merck (MRK) stake by 18% in Q1 2026, selling an estimated $254K and leaving 9,943 shares worth $1.2M. The position accounts for 0.53% of the portfolio, ranked #41.

Family Capital Management first reported a position in MRK in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.28M in Q4 2025. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Family Capital Management held 9,943 shares of Merck worth $1.2M as of Q1 2026.
Family Capital Management sold 2,198 Merck shares in Q1 2026, an estimated $254K.
Merck made up 0.53% of Family Capital Management's portfolio in Q1 2026, its #41 holding.
Family Capital Management first reported a position in Merck in Q4 2023 and has held it in 10 quarters since.
Family Capital Management's Merck position peaked at $1.28M in Q4 2025.
3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Family Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.