Foster & Motley’s Merck MRK Stock Holding History

Foster & Motley’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	$4.39M	Buy	36,499 +3,278	+10%	+$378K	0.23%	109
2025 Q4	$3.5M	Sell	33,221 -1,144	-3%	-$107K	0.19%	123
2025 Q3	$2.88M	Sell	34,365 -3,114	-8%	-$256K	0.16%	137
2025 Q2	$2.97M	Sell	37,479 -2,032	-5%	-$162K	0.17%	131
2025 Q1	$3.55M	Sell	39,511 -2,608	-6%	-$243K	0.22%	107
2024 Q4	$4.19M	Sell	42,119 -1,920	-4%	-$198K	0.27%	92
2024 Q3	$5M	Buy	44,039 +184	+0.4%	+$21.9K	0.32%	85
2024 Q2	$5.43M	Sell	43,855 -998	-2%	-$129K	0.37%	70
2024 Q1	$5.92M	Sell	44,853 -1,579	-3%	-$195K	0.41%	65
2023 Q4	$5.06M	Sell	46,432 -1,000	-2%	-$104K	0.38%	73
2023 Q3	$4.88M	Buy	47,432 +697	+1%	+$75.1K	0.4%	68
2023 Q2	$5.39M	Buy	46,735 +2,148	+5%	+$244K	0.42%	61
2023 Q1	$4.74M	Buy	44,587 +4,587	+11%	+$495K	0.39%	68
2022 Q4	$4.44M	Buy	40,000 +5,593	+16%	+$572K	0.38%	70
2022 Q3	$2.96M	Sell	34,407 -18	-0.1%	-$1.61K	0.28%	95
2022 Q2	$3.14M	Sell	34,425 -1,188	-3%	-$105K	0.28%	89
2022 Q1	$2.92M	Buy	35,613 +358	+1%	+$28.2K	0.23%	112
2021 Q4	$2.7M	Buy	35,255 +371	+1%	+$29.6K	0.21%	116
2021 Q3	$2.62M	Sell	34,884 -1,488	-4%	-$113K	0.22%	115
2021 Q2	$2.83M	Sell	36,372 -6,786	-16%	-$505K	0.24%	110
2021 Q1	$3.17M	Buy	43,158 +4,933	+13%	+$364K	0.26%	95
2020 Q4	$2.98M	Buy	38,225 +6,180	+19%	+$473K	0.29%	89
2020 Q3	$2.54M	Buy	32,045 +417	+1%	+$32.7K	0.3%	95
2020 Q2	$2.33M	Buy	31,628 +6,343	+25%	+$478K	0.29%	98
2020 Q1	$1.86M	Buy	25,285 +6,123	+32%	+$481K	0.28%	104
2019 Q4	$1.66M	Buy	19,162 +1,848	+11%	+$152K	0.21%	117
2019 Q3	$1.39M	Buy	17,314 +3,039	+21%	+$244K	0.19%	122
2019 Q2	$1.14M	Buy	14,275 +4,311	+43%	+$330K	0.16%	126
2019 Q1	$791K	Buy	9,964 +605	+6%	+$45.3K	0.11%	144
2018 Q4	$682K	Hold	9,359	–	–	0.11%	150
2018 Q3	$633K	Sell	9,359 -109	-1%	-$6.94K	0.1%	155
2018 Q2	$548K	Sell	9,468 -4	-0%	-$226	0.09%	159
2018 Q1	$492K	Sell	9,472 -950	-9%	-$51.3K	0.08%	158
2017 Q4	$560K	Sell	10,422 -340	-3%	-$18.8K	0.09%	154
2017 Q3	$658K	Sell	10,762 -223	-2%	-$13.5K	0.11%	136
2017 Q2	$672K	Buy	10,985 +1	+0%	+$61	0.12%	130
2017 Q1	$666K	Buy	10,984 +3,169	+41%	+$192K	0.12%	126
2016 Q4	$439K	Buy	7,815 +1,387	+22%	+$81.2K	0.08%	140
2016 Q3	$383K	Buy	6,428 +127	+2%	+$7.43K	0.07%	140
2016 Q2	$346K	Sell	6,301 -182	-3%	-$9.69K	0.07%	140
2016 Q1	$327K	Buy	6,483 +215	+3%	+$10.5K	0.07%	144
2015 Q4	$316K	Sell	6,268 -409	-6%	-$20.6K	0.07%	149
2015 Q3	$315K	Sell	6,677 -1,421	-18%	-$75.5K	0.07%	151
2015 Q2	$440K	Sell	8,098 -677	-8%	-$38K	0.1%	133
2015 Q1	$481K	Sell	8,775 -915	-9%	-$51.8K	0.11%	132
2014 Q4	$525K	Buy	9,690 +844	+10%	+$47K	0.12%	127
2014 Q3	$500K	Buy	8,846 +50	+0.6%	+$2.81K	0.12%	121
2014 Q2	$486K	Sell	8,796 -500	-5%	-$27.3K	0.11%	126
2014 Q1	$504K	Buy	9,296 +1,195	+15%	+$61.9K	0.12%	119
2013 Q4	$387K	Sell	8,101 -376	-4%	-$17.2K	0.1%	126
2013 Q3	$385K	Sell	8,477 -110	-1%	-$5.02K	0.1%	118
2013 Q2	$381K	Buy	+8,587	New	+$384K	0.11%	116

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

Foster & Motley's MRK Position: Q1 2026 in Review

Foster & Motley increased its Merck (MRK) stake by 9.9% in Q1 2026, buying an estimated $378K and bringing the position to 36,499 shares worth $4.39M. The position accounts for 0.23% of the portfolio, ranked #109.

Foster & Motley first reported a position in MRK in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.92M in Q1 2024. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Foster & Motley held 36,499 shares of Merck worth $4.39M as of Q1 2026.
Foster & Motley bought 3,278 Merck shares in Q1 2026, an estimated $378K.
Merck made up 0.23% of Foster & Motley's portfolio in Q1 2026, its #109 holding.
Foster & Motley first reported a position in Merck in Q2 2013 and has held it in 52 quarters since.
Foster & Motley's Merck position peaked at $5.92M in Q1 2024.
3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Foster & Motley's 13F filing for Q1 2026, filed 21 Apr 2026.