FAM
MRK icon

Forte Asset Management’s Merck MRK Stock Holding History

Forte Asset 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
Q1 		$300K Hold
2,475
– – 0.13% 68
2025
Q4 		$263K Hold
2,475
– – 0.12% 66
2025
Q3 		$210K Buy
+2,475
New +$204K 0.1% 72
2025
Q2 		– Sell
-2,475
Closed -$224K – 70
2025
Q1 		$224K Buy
+2,475
New +$231K 0.11% 64

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

Forte Asset Management's MRK Position: Q1 2026 in Review

Forte Asset Management held its Merck (MRK) position steady in Q1 2026 at 2,475 shares worth $300K. The position accounts for 0.13% of the portfolio, ranked #68.

Forte Asset Management first reported a position in MRK in Q1 2025 and has held it in 4 quarters since. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Forte Asset Management held 2,475 shares of Merck worth $300K as of Q1 2026.
  • Forte Asset Management left its Merck share count unchanged in Q1 2026.
  • Merck made up 0.13% of Forte Asset Management's portfolio in Q1 2026, its #68 holding.
  • Forte Asset Management first reported a position in Merck in Q1 2025 and has held it in 4 quarters since.
  • 3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Forte Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.