First Long Island Investors’s Merck MRK Stock Holding History

First Long Island Investors’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	$321K	Sell	2,666 -962	-27%	-$111K	0.03%	57
2025 Q4	$382K	Hold	3,628	–	–	0.03%	57
2025 Q3	$304K	Sell	3,628 -54	-1%	-$4.45K	0.02%	56
2025 Q2	$291K	Sell	3,682 -423	-10%	-$33.6K	0.02%	56
2025 Q1	$368K	Hold	4,105	–	–	0.03%	56
2024 Q4	$408K	Hold	4,105	–	–	0.03%	55
2024 Q3	$466K	Sell	4,105 -1,148	-22%	-$136K	0.04%	56
2024 Q2	$650K	Buy	5,253 +3,388	+182%	+$436K	0.06%	54
2024 Q1	$246K	Hold	1,865	–	–	0.02%	59
2023 Q4	$203K	Buy	+1,865	New	+$194K	0.02%	59
2023 Q3	–	Sell	-1,865	Closed	-$215K	–	61
2023 Q2	$215K	Buy	+1,865	New	+$212K	0.02%	57
2023 Q1	–	Sell	-1,865	Closed	-$207K	–	57
2022 Q4	$207K	Buy	+1,865	New	+$191K	0.02%	57
2021 Q3	–	Sell	-2,878	Closed	-$224K	–	64
2021 Q2	$224K	Sell	2,878 -138	-5%	-$10.3K	0.02%	63
2021 Q1	$222K	Hold	3,016	–	–	0.02%	61
2020 Q4	$235K	Hold	3,016	–	–	0.02%	56
2020 Q3	$239K	Hold	3,016	–	–	0.02%	57
2020 Q2	$223K	Sell	3,016 -249	-8%	-$18.7K	0.03%	56
2020 Q1	$240K	Sell	3,265 -20	-0.6%	-$1.57K	0.03%	61
2019 Q4	$285K	Buy	3,285 +20	+0.6%	+$1.64K	0.03%	61
2019 Q3	$262K	Hold	3,265	–	–	0.03%	62
2019 Q2	$261K	Hold	3,265	–	–	0.03%	65
2019 Q1	$259K	Sell	3,265 -57	-2%	-$4.26K	0.03%	63
2018 Q4	$242K	Hold	3,322	–	–	0.04%	65
2018 Q3	$225K	Buy	+3,322	New	+$212K	0.03%	77
2018 Q1	–	Sell	-4,531	Closed	-$243K	–	85
2017 Q4	$243K	Hold	4,531	–	–	0.03%	70
2017 Q3	$277K	Buy	4,531 +504	+13%	+$30.6K	0.04%	66
2017 Q2	$246K	Buy	+4,027	New	+$245K	0.04%	68

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

First Long Island Investors's MRK Position: Q1 2026 in Review

First Long Island Investors reduced its Merck (MRK) stake by 27% in Q1 2026, selling an estimated $111K and leaving 2,666 shares worth $321K. The position accounts for 0.03% of the portfolio, ranked #57.

First Long Island Investors first reported a position in MRK in Q2 2017 and has held it in 27 quarters since. The position peaked at $650K in Q2 2024. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

First Long Island Investors held 2,666 shares of Merck worth $321K as of Q1 2026.
First Long Island Investors sold 962 Merck shares in Q1 2026, an estimated $111K.
Merck made up 0.03% of First Long Island Investors's portfolio in Q1 2026, its #57 holding.
First Long Island Investors first reported a position in Merck in Q2 2017 and has held it in 27 quarters since.
First Long Island Investors's Merck position peaked at $650K in Q2 2024.
3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on First Long Island Investors's 13F filing for Q1 2026, filed 15 May 2026.