Fiduciary Group’s Merck MRK Stock Holding History

Fiduciary Group’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	$2.89M	Buy	24,044 +4,326	+22%	+$499K	0.25%	87
2025 Q4	$2.08M	Sell	19,718 -1,303	-6%	-$122K	0.17%	105
2025 Q3	$1.76M	Sell	21,021 -344	-2%	-$28.3K	0.16%	119
2025 Q2	$1.69M	Sell	21,365 -256	-1%	-$20.3K	0.16%	115
2025 Q1	$1.94M	Sell	21,621 -162	-0.7%	-$15.1K	0.19%	106
2024 Q4	$2.17M	Sell	21,783 -806	-4%	-$83.1K	0.22%	97
2024 Q3	$2.57M	Sell	22,589 -929	-4%	-$110K	0.26%	90
2024 Q2	$2.91M	Sell	23,518 -714	-3%	-$92K	0.31%	78
2024 Q1	$3.2M	Buy	24,232 +2,101	+9%	+$259K	0.35%	71
2023 Q4	$2.41M	Sell	22,131 -1,147	-5%	-$119K	0.28%	80
2023 Q3	$2.4M	Sell	23,278 -630	-3%	-$67.9K	0.31%	75
2023 Q2	$2.76M	Sell	23,908 -597	-2%	-$67.8K	0.34%	74
2023 Q1	$2.61M	Sell	24,505 -50	-0.2%	-$5.4K	0.34%	75
2022 Q4	$2.72M	Buy	24,555 +1,075	+5%	+$110K	0.36%	71
2022 Q3	$2.39M	Sell	23,480 -77	-0.3%	-$6.87K	0.31%	77
2022 Q2	$2.1M	Buy	23,557 +136	+0.6%	+$12.1K	0.26%	80
2022 Q1	$2.09M	Buy	23,421 +436	+2%	+$34.4K	0.28%	76
2021 Q4	$1.76M	Buy	22,985 +446	+2%	+$35.5K	0.2%	88
2021 Q3	$1.85M	Buy	22,539 +133	+0.6%	+$10.1K	0.21%	81
2021 Q2	$1.69M	Sell	22,406 -1,191	-5%	-$88.6K	0.2%	85
2021 Q1	$1.68M	Sell	23,597 -787	-3%	-$58.1K	0.2%	87
2020 Q4	$1.74M	Sell	24,384 -225	-0.9%	-$17.2K	0.23%	79
2020 Q3	$1.95M	Sell	24,609 -830	-3%	-$65K	0.29%	73
2020 Q2	$1.88M	Buy	25,439 +350	+1%	+$26.3K	0.31%	67
2020 Q1	$1.84M	Sell	25,089 -652	-3%	-$51.2K	0.36%	60
2019 Q4	$2.23M	Sell	25,741 -559	-2%	-$45.9K	0.36%	61
2019 Q3	$2.11M	Sell	26,300 -671	-2%	-$53.8K	0.37%	59
2019 Q2	$2.16M	Sell	26,971 -1,307	-5%	-$100K	0.39%	56
2019 Q1	$2.24M	Buy	28,278 +328	+1%	+$24.5K	0.42%	56
2018 Q4	$2.04M	Sell	27,950 -281	-1%	-$19.8K	0.42%	57
2018 Q3	$1.91M	Sell	28,231 -639	-2%	-$40.7K	0.37%	61
2018 Q2	$1.67M	Sell	28,870 -2,050	-7%	-$116K	0.35%	63
2018 Q1	$1.61M	Sell	30,920 -895	-3%	-$48.3K	0.35%	70
2017 Q4	$1.71M	Sell	31,815 -2,181	-6%	-$121K	0.36%	70
2017 Q3	$2.08M	Sell	33,996 -597	-2%	-$36.2K	0.47%	60
2017 Q2	$2.12M	Sell	34,593 -1,280	-4%	-$77.9K	0.49%	60
2017 Q1	$2.17M	Sell	35,873 -1,989	-5%	-$121K	0.52%	60
2016 Q4	$2.13M	Sell	37,862 -2,065	-5%	-$121K	0.55%	57
2016 Q3	$2.38M	Buy	39,927 +14	+0%	+$819	0.64%	51
2016 Q2	$2.19M	Buy	39,913 +1,026	+3%	+$54.6K	0.61%	55
2016 Q1	$1.96M	Sell	38,887 -109	-0.3%	-$5.34K	0.57%	55
2015 Q4	$1.97M	Buy	38,996 +2,881	+8%	+$145K	0.59%	54
2015 Q3	$1.7M	Sell	36,115 -239	-0.7%	-$12.7K	0.57%	57
2015 Q2	$1.98M	Buy	+36,354	New	+$2.04M	0.62%	52

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

Fiduciary Group's MRK Position: Q1 2026 in Review

Fiduciary Group increased its Merck (MRK) stake by 22% in Q1 2026, buying an estimated $499K and bringing the position to 24,044 shares worth $2.89M. The position accounts for 0.25% of the portfolio, ranked #87.

Fiduciary Group first reported a position in MRK in Q2 2015 and has held it in 44 quarters since. The position peaked at $3.2M in Q1 2024. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Fiduciary Group held 24,044 shares of Merck worth $2.89M as of Q1 2026.
Fiduciary Group bought 4,326 Merck shares in Q1 2026, an estimated $499K.
Merck made up 0.25% of Fiduciary Group's portfolio in Q1 2026, its #87 holding.
Fiduciary Group first reported a position in Merck in Q2 2015 and has held it in 44 quarters since.
Fiduciary Group's Merck position peaked at $3.2M in Q1 2024.
3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.