First Wilshire Securities Management’s Merck MRK Stock Holding History

First Wilshire Securities 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 Q2	–	Sell	-1,853	Closed	-$223K	–	84
2026 Q1	$223K	Sell	1,853 -212	-10%	-$24.5K	0.05%	81
2025 Q4	$217K	Buy	+2,065	New	+$194K	0.05%	81
2025 Q1	–	Sell	-2,131	Closed	-$212K	–	83
2024 Q4	$212K	Hold	2,131	–	–	0.06%	81
2024 Q3	$242K	Hold	2,131	–	–	0.07%	76
2024 Q2	$264K	Hold	2,131	–	–	0.08%	71
2024 Q1	$281K	Hold	2,131	–	–	0.08%	71
2023 Q4	$232K	Hold	2,131	–	–	0.08%	78
2023 Q3	$219K	Hold	2,131	–	–	0.07%	79
2023 Q2	$246K	Hold	2,131	–	–	0.08%	76
2023 Q1	$227K	Hold	2,131	–	–	0.08%	77
2022 Q4	$236K	Buy	+2,131	New	+$218K	0.08%	76
2022 Q2	–	Sell	-2,444	Closed	-$201K	–	93
2022 Q1	$201K	Buy	+2,444	New	+$193K	0.07%	84
2021 Q1	–	Sell	-2,830	Closed	-$221K	–	83
2020 Q4	$221K	Buy	+2,830	New	+$216K	0.09%	73

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Wilshire Securities Management's MRK Position: Q2 2026 in Review

First Wilshire Securities Management sold out of Merck (MRK) in Q2 2026, closing a stake of 1,853 shares — an estimated $223K sold.

First Wilshire Securities Management first reported a position in MRK in Q4 2020 and held it in 13 quarters. The position peaked at $281K in Q1 2024. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

First Wilshire Securities Management reported no remaining Merck position as of Q2 2026 after selling out during the quarter.
First Wilshire Securities Management sold 1,853 Merck shares in Q2 2026, an estimated $223K.
First Wilshire Securities Management first reported a position in Merck in Q4 2020 and held it in 13 quarters.
First Wilshire Securities Management's Merck position peaked at $281K in Q1 2024.
3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on First Wilshire Securities Management's 13F filing for Q2 2026, filed 14 Aug 2026.