Financial Council’s Merck MRK Stock Holding History

Financial Council’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	$480K	Hold	3,991	–	–	0.19%	54
2025 Q4	$420K	Sell	3,991 -13	-0.3%	-$1.22K	0.17%	57
2025 Q3	$336K	Buy	4,004 +13	+0.3%	+$1.07K	0.15%	62
2025 Q2	$316K	Hold	3,991	–	–	0.15%	63
2025 Q1	$358K	Hold	3,991	–	–	0.19%	55
2024 Q4	$397K	Buy	3,991 +57	+1%	+$5.88K	0.2%	53
2024 Q3	$447K	Buy	3,934 +1	+0%	+$119	0.23%	47
2024 Q2	$487K	Sell	3,933 -235	-6%	-$30.3K	0.27%	44
2024 Q1	$550K	Buy	4,168 +1	+0%	+$123	0.33%	41
2023 Q4	$454K	Sell	4,167 -62	-1%	-$6.44K	0.3%	41
2023 Q3	$435K	Sell	4,229 -49	-1%	-$5.28K	0.35%	35
2023 Q2	$494K	Sell	4,278 -99	-2%	-$11.2K	0.38%	35
2023 Q1	$466K	Buy	4,377 +190	+5%	+$20.5K	0.38%	34
2022 Q4	$465K	Hold	4,187	–	–	0.29%	36
2022 Q3	$361K	Buy	4,187 +1,314	+46%	+$117K	0.42%	36
2022 Q2	$262K	Hold	2,873	–	–	0.33%	35
2022 Q1	$236K	Hold	2,873	–	–	0.29%	38
2021 Q4	$220K	Buy	2,873 +11	+0.4%	+$876	0.26%	43
2021 Q3	$215K	Buy	+2,862	New	+$218K	0.3%	41

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

Financial Council's MRK Position: Q1 2026 in Review

Financial Council held its Merck (MRK) position steady in Q1 2026 at 3,991 shares worth $480K. The position accounts for 0.19% of the portfolio, ranked #54.

Financial Council first reported a position in MRK in Q3 2021 and has held it in 19 quarters since. The position peaked at $550K in Q1 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Financial Council held 3,991 shares of Merck worth $480K as of Q1 2026.
Financial Council left its Merck share count unchanged in Q1 2026.
Merck made up 0.19% of Financial Council's portfolio in Q1 2026, its #54 holding.
Financial Council first reported a position in Merck in Q3 2021 and has held it in 19 quarters since.
Financial Council's Merck position peaked at $550K in Q1 2024.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Financial Council's 13F filing for Q1 2026, filed 21 Apr 2026.