First Foundation Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.24M | Buy |
18,637
+3,938
| +27% | +$455K | 0.09% | 136 |
|
|
2025
Q4 | $1.55M | Buy |
14,699
+403
| +3% | +$37.8K | 0.06% | 147 |
|
|
2025
Q3 | $1.2M | Buy |
14,296
+948
| +7% | +$78.1K | 0.04% | 169 |
|
|
2025
Q2 | $1.06M | Buy |
13,348
+2,236
| +20% | +$178K | 0.04% | 183 |
|
|
2025
Q1 | $997K | Sell |
11,112
-1,689
| -13% | -$158K | 0.04% | 167 |
|
|
2024
Q4 | $1.27M | Sell |
12,801
-743
| -5% | -$76.6K | 0.05% | 154 |
|
|
2024
Q3 | $1.54M | Sell |
13,544
-1,231
| -8% | -$146K | 0.06% | 146 |
|
|
2024
Q2 | $1.83M | Sell |
14,775
-705
| -5% | -$90.8K | 0.07% | 125 |
|
|
2024
Q1 | $2.04M | Buy |
15,480
+624
| +4% | +$76.9K | 0.08% | 116 |
|
|
2023
Q4 | $1.62M | Sell |
14,856
-5,921
| -28% | -$615K | 0.07% | 131 |
|
|
2023
Q3 | $2.14M | Sell |
20,777
-672
| -3% | -$72.4K | 0.1% | 122 |
|
|
2023
Q2 | $2.47M | Buy |
21,449
+50
| +0.2% | +$5.68K | 0.11% | 120 |
|
|
2023
Q1 | $2.28M | Sell |
21,399
-15,979
| -43% | -$1.73M | 0.1% | 121 |
|
|
2022
Q4 | $4.15M | Buy |
37,378
+616
| +2% | +$63K | 0.2% | 84 |
|
|
2022
Q3 | $3.17M | Buy |
36,762
+5,468
| +17% | +$488K | 0.16% | 91 |
|
|
2022
Q2 | $2.85M | Sell |
31,294
-11
| -0% | -$975 | 0.13% | 103 |
|
|
2022
Q1 | $2.57M | Buy |
31,305
+5,789
| +23% | +$456K | 0.09% | 118 |
|
|
2021
Q4 | $1.96M | Buy |
25,516
+2,711
| +12% | +$216K | 0.07% | 137 |
|
|
2021
Q3 | $1.71M | Buy |
22,805
+1,472
| +7% | +$112K | 0.06% | 151 |
|
|
2021
Q2 | $1.66M | Sell |
21,333
-10,913
| -34% | -$812K | 0.06% | 159 |
|
|
2021
Q1 | $2.37M | Buy |
32,246
+13,461
| +72% | +$993K | 0.1% | 119 |
|
|
2020
Q4 | $1.47M | Buy |
18,785
+560
| +3% | +$42.8K | 0.07% | 154 |
|
|
2020
Q3 | $1.44M | Buy |
18,225
+934
| +5% | +$73.2K | 0.07% | 147 |
|
|
2020
Q2 | $1.28M | Sell |
17,291
-931
| -5% | -$70.1K | 0.07% | 151 |
|
|
2020
Q1 | $1.34M | Buy |
18,222
+2,213
| +14% | +$174K | 0.08% | 137 |
|
|
2019
Q4 | $1.39M | Sell |
16,009
-127
| -0.8% | -$10.4K | 0.07% | 157 |
|
|
2019
Q3 | $1.3M | Sell |
16,136
-1,127
| -7% | -$90.3K | 0.07% | 146 |
|
|
2019
Q2 | $1.38M | Buy |
17,263
+1,457
| +9% | +$112K | 0.08% | 148 |
|
|
2019
Q1 | $1.25M | Sell |
15,806
-421
| -3% | -$31.5K | 0.07% | 151 |
|
|
2018
Q4 | $1.18M | Sell |
16,227
-620
| -4% | -$43.8K | 0.07% | 162 |
|
|
2018
Q3 | $1.14M | Sell |
16,847
-558
| -3% | -$35.5K | 0.06% | 155 |
|
|
2018
Q2 | $1.01M | Buy |
17,405
+2,091
| +14% | +$118K | 0.06% | 159 |
|
|
2018
Q1 | $796K | Sell |
15,314
-4,026
| -21% | -$217K | 0.04% | 179 |
|
|
2017
Q4 | $1.04M | Sell |
19,340
-4,002
| -17% | -$222K | 0.06% | 173 |
|
|
2017
Q3 | $1.43M | Sell |
23,342
-5,025
| -18% | -$305K | 0.08% | 127 |
|
|
2017
Q2 | $1.74M | Sell |
28,367
-469,885
| -94% | -$28.6M | 0.1% | 117 |
|
|
2017
Q1 | $30.2M | Buy |
498,252
+20,517
| +4% | +$1.24M | 1.87% | 19 |
|
|
2016
Q4 | $26.8M | Buy |
477,735
+34,003
| +8% | +$1.99M | 1.76% | 19 |
|
|
2016
Q3 | $26.4M | Sell |
443,732
-9,121
| -2% | -$533K | 1.83% | 14 |
|
|
2016
Q2 | $24.9M | Buy |
452,853
+774
| +0.2% | +$41.2K | 1.79% | 17 |
|
|
2016
Q1 | $22.8M | Sell |
452,079
-18,337
| -4% | -$898K | 1.66% | 20 |
|
|
2015
Q4 | $23.7M | Buy |
470,416
+86,895
| +23% | +$4.38M | 1.62% | 19 |
|
|
2015
Q3 | $18.1M | Buy |
383,521
+349,127
| +1,015% | +$18.5M | 1.48% | 22 |
|
|
2015
Q2 | $1.87M | Buy |
34,394
+18,157
| +112% | +$1.02M | 0.15% | 84 |
|
|
2015
Q1 | $891K | Buy |
16,237
+3,147
| +24% | +$178K | 0.07% | 111 |
|
|
2014
Q4 | $709K | Sell |
13,090
-157
| -1% | -$8.75K | 0.06% | 120 |
|
|
2014
Q3 | $749K | Buy |
13,247
+77
| +0.6% | +$4.32K | 0.07% | 108 |
|
|
2014
Q2 | $727K | Sell |
13,170
-453
| -3% | -$24.7K | 0.08% | 94 |
|
|
2014
Q1 | $738K | Buy |
13,623
+6,699
| +97% | +$347K | 0.09% | 76 |
|
|
2013
Q4 | $331K | Buy |
6,924
+371
| +6% | +$17K | 0.04% | 139 |
|
|
2013
Q3 | $298K | Buy |
6,553
+1,367
| +26% | +$62.4K | 0.05% | 129 |
|
|
2013
Q2 | $230K | Buy |
+5,186
| New | +$232K | 0.05% | 117 |
|
Other funds holding MRK
VCM
VPM
First Foundation Advisors's MRK Position: Q1 2026 in Review
First Foundation Advisors increased its Merck (MRK) stake by 27% in Q1 2026, buying an estimated $455K and bringing the position to 18,637 shares worth $2.24M. The position accounts for 0.09% of the portfolio, ranked #136.
First Foundation Advisors first reported a position in MRK in Q2 2013 and has held it in 52 quarters since. The position peaked at $30.2M in Q1 2017. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.
- First Foundation Advisors held 18,637 shares of Merck worth $2.24M as of Q1 2026.
- First Foundation Advisors bought 3,938 Merck shares in Q1 2026, an estimated $455K.
- Merck made up 0.09% of First Foundation Advisors's portfolio in Q1 2026, its #136 holding.
- First Foundation Advisors first reported a position in Merck in Q2 2013 and has held it in 52 quarters since.
- First Foundation Advisors's Merck position peaked at $30.2M in Q1 2017.
- 3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.
Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.