Family Management’s Merck MRK Stock Holding History

Family 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	$4.27M	Buy	35,495 +31,453	+778%	+$3.63M	0.51%	44
2025 Q4	$425K	Buy	4,042 +1,640	+68%	+$154K	0.05%	153
2025 Q3	$202K	Sell	2,402 -1,825	-43%	-$150K	0.03%	214
2025 Q2	$335K	Sell	4,227 -35,362	-89%	-$2.81M	0.05%	147
2025 Q1	$3.55M	Buy	39,589 +1,310	+3%	+$122K	0.58%	42
2024 Q4	$3.81M	Buy	38,279 +1,614	+4%	+$166K	0.61%	39
2024 Q3	$4.16M	Buy	36,665 +5,750	+19%	+$683K	0.69%	38
2024 Q2	$3.83M	Buy	30,915 +1,098	+4%	+$141K	0.67%	41
2024 Q1	$3.93M	Buy	29,817 +526	+2%	+$64.8K	0.72%	35
2023 Q4	$3.19M	Buy	29,291 +24,679	+535%	+$2.56M	0.66%	36
2023 Q3	$475K	Sell	4,612 -778	-14%	-$83.9K	0.11%	78
2023 Q2	$622K	Buy	5,390 +2,400	+80%	+$272K	0.14%	73
2023 Q1	$318K	Sell	2,990 -326	-10%	-$35.2K	0.07%	92
2022 Q4	$368K	Buy	3,316 +213	+7%	+$21.8K	0.09%	100
2022 Q3	$267K	Buy	3,103 +101	+3%	+$9.02K	0.07%	107
2022 Q2	$274K	Sell	3,002 -1,332	-31%	-$118K	0.07%	122
2022 Q1	$356K	Buy	4,334 +363	+9%	+$28.6K	0.1%	115
2021 Q4	$304K	Sell	3,971 -242	-6%	-$19.3K	0.08%	134
2021 Q3	$316K	Sell	4,213 -6,362	-60%	-$484K	0.09%	128
2021 Q2	$822K	Buy	10,575 +6,404	+154%	+$476K	0.22%	77
2021 Q1	$307K	Buy	4,171 +1,410	+51%	+$104K	0.1%	114
2020 Q4	$216K	Buy	+2,761	New	+$211K	0.07%	145
2020 Q3	–	Sell	-9,837	Closed	-$726K	–	151
2020 Q2	$726K	Buy	9,837 +65	+0.7%	+$4.89K	0.3%	68
2020 Q1	$717K	Sell	9,772 -4,566	-32%	-$359K	0.36%	64
2019 Q4	$1.24M	Buy	14,338 +4,946	+53%	+$406K	0.43%	55
2019 Q3	$754K	Buy	9,392 +714	+8%	+$57.2K	0.28%	69
2019 Q2	$694K	Sell	8,678 -27,750	-76%	-$2.12M	0.27%	72
2019 Q1	$2.89M	Sell	36,428 -1,933	-5%	-$145K	1.25%	26
2018 Q4	$2.8M	Sell	38,361 -1,742	-4%	-$123K	1.17%	26
2018 Q3	$2.71M	Buy	40,103 +38	+0.1%	+$2.42K	1.59%	27
2018 Q2	$2.32M	Buy	40,065 +34,447	+613%	+$1.94M	1.44%	29
2018 Q1	$292K	Hold	5,618	–	–	0.22%	48
2017 Q4	$302K	Buy	5,618 +235	+4%	+$13K	0.21%	49
2017 Q3	$329K	Hold	5,383	–	–	0.23%	50
2017 Q2	$329K	Hold	5,383	–	–	0.23%	45
2017 Q1	$326K	Hold	5,383	–	–	0.22%	45
2016 Q4	$302K	Hold	5,383	–	–	0.21%	48
2016 Q3	$321K	Hold	5,383	–	–	0.18%	58
2016 Q2	$296K	Hold	5,383	–	–	0.17%	60
2016 Q1	$272K	Sell	5,383 -25,211	-82%	-$1.23M	0.18%	54
2015 Q4	$1.54M	Sell	30,594 -1,016	-3%	-$51.2K	0.8%	34
2015 Q3	$1.49M	Buy	31,610 +1,022	+3%	+$54.3K	0.66%	43
2015 Q2	$1.66M	Buy	30,588 +25,325	+481%	+$1.42M	0.69%	44
2015 Q1	$289K	Hold	5,263	–	–	0.13%	64
2014 Q4	$285K	Hold	5,263	–	–	0.13%	70
2014 Q3	$298K	Hold	5,263	–	–	0.14%	67
2014 Q2	$291K	Hold	5,263	–	–	0.14%	65
2014 Q1	$285K	Hold	5,263	–	–	0.15%	57
2013 Q4	$251K	Sell	5,263 -106,267	-95%	-$4.86M	0.14%	54
2013 Q3	$5.07M	Buy	111,530 +1,100	+1%	+$50.2K	3.28%	8
2013 Q2	$4.89M	Buy	+110,430	New	+$4.93M	2.97%	10

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 Management's MRK Position: Q1 2026 in Review

Family Management increased its Merck (MRK) stake by 778% in Q1 2026, buying an estimated $3.63M and bringing the position to 35,495 shares worth $4.27M. The position accounts for 0.51% of the portfolio, ranked #44.

Family Management first reported a position in MRK in Q2 2013 and has held it in 51 quarters since. The position peaked at $5.07M in Q3 2013. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Family Management held 35,495 shares of Merck worth $4.27M as of Q1 2026.
Family Management bought 31,453 Merck shares in Q1 2026, an estimated $3.63M.
Merck made up 0.51% of Family Management's portfolio in Q1 2026, its #44 holding.
Family Management first reported a position in Merck in Q2 2013 and has held it in 51 quarters since.
Family Management's Merck position peaked at $5.07M in Q3 2013.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

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