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Fort Sheridan Advisors’s Merck MRK Stock Holding History

Fort Sheridan Advisors’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 		$11.9M Buy
98,611
+1,773
+2% +$205K 1.43% 15
2025
Q4 		$10.2M Buy
96,838
+3,405
+4% +$320K 1.3% 15
2025
Q3 		$7.84M Sell
93,433
-197
-0.2% -$16.2K 1.03% 19
2025
Q2 		$7.41M Sell
93,630
-1,905
-2% -$151K 1.06% 20
2025
Q1 		$8.58M Sell
95,535
-2,724
-3% -$254K 1.3% 18
2024
Q4 		$9.77M Sell
98,259
-175
-0.2% -$18K 1.43% 13
2024
Q3 		$11.2M Sell
98,434
-278
-0.3% -$33K 1.7% 12
2024
Q2 		$12.2M Buy
98,712
+7,805
+9% +$1.01M 1.97% 11
2024
Q1 		$12M Buy
90,907
+783
+0.9% +$96.5K 2.26% 10
2023
Q4 		$9.83M Buy
90,124
+2,265
+3% +$235K 1.96% 11
2023
Q3 		$9.05M Buy
87,859
+3,316
+4% +$357K 2.05% 10
2023
Q2 		$9.76M Buy
84,543
+4,177
+5% +$474K 2.23% 10
2023
Q1 		$8.55M Buy
80,366
+19,697
+32% +$2.13M 2.17% 10
2022
Q4 		$6.73M Sell
60,669
-2,897
-5% -$296K 2.19% 9
2022
Q3 		$5.47M Buy
63,566
+409
+0.6% +$36.5K 1.85% 11
2022
Q2 		$5.76M Buy
63,157
+7,751
+14% +$687K 1.87% 10
2022
Q1 		$4.55M Buy
55,406
+2,692
+5% +$212K 1.33% 14
2021
Q4 		$4.04M Sell
52,714
-1,076
-2% -$85.7K 1.17% 16
2021
Q3 		$4.04M Buy
53,790
+1,405
+3% +$107K 1.32% 14
2021
Q2 		$4.07M Buy
52,385
+6,310
+14% +$469K 1.36% 14
2021
Q1 		$3.39M Buy
46,075
+6,347
+16% +$468K 1.35% 13
2020
Q4 		$3.1M Buy
39,728
+462
+1% +$35.3K 1.51% 14
2020
Q3 		$3.11M Buy
39,266
+41
+0.1% +$3.21K 1.84% 12
2020
Q2 		$2.89M Buy
39,225
+1,260
+3% +$94.9K 1.78% 12
2020
Q1 		$2.79M Buy
37,965
+3,045
+9% +$239K 2.05% 11
2019
Q4 		$3.03M Buy
34,920
+941
+3% +$77.3K 1.63% 11
2019
Q3 		$2.73M Buy
33,979
+325
+1% +$26K 1.53% 12
2019
Q2 		$2.69M Buy
33,654
+2,410
+8% +$185K 1.56% 13
2019
Q1 		$2.48M Buy
31,244
+3,144
+11% +$235K 1.62% 13
2018
Q4 		$2.05M Buy
+28,100
New +$1.98M 1.45% 14

Other funds holding MRK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fort Sheridan Advisors's MRK Position: Q1 2026 in Review

Fort Sheridan Advisors increased its Merck (MRK) stake by 1.8% in Q1 2026, buying an estimated $205K and bringing the position to 98,611 shares worth $11.9M. The position accounts for 1.43% of the portfolio, ranked #15.

Fort Sheridan Advisors first reported a position in MRK in Q4 2018 and has held it in 30 quarters since. The position peaked at $12.2M in Q2 2024. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Fort Sheridan Advisors held 98,611 shares of Merck worth $11.9M as of Q1 2026.
  • Fort Sheridan Advisors bought 1,773 Merck shares in Q1 2026, an estimated $205K.
  • Merck made up 1.43% of Fort Sheridan Advisors's portfolio in Q1 2026, its #15 holding.
  • Fort Sheridan Advisors first reported a position in Merck in Q4 2018 and has held it in 30 quarters since.
  • Fort Sheridan Advisors's Merck position peaked at $12.2M in Q2 2024.
  • 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Fort Sheridan Advisors's 13F filing for Q1 2026, filed 6 May 2026.