Frank Rimerman Advisors’s Merck MRK Stock Holding History

Frank Rimerman 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	$4.49M	Buy	37,346 +2,186	+6%	+$252K	0.29%	56
2025 Q4	$3.7M	Buy	35,160 +667	+2%	+$62.6K	0.23%	68
2025 Q3	$2.89M	Buy	34,493 +5,557	+19%	+$458K	0.19%	85
2025 Q2	$2.29M	Buy	28,936 +11,054	+62%	+$879K	0.15%	106
2025 Q1	$1.61M	Sell	17,882 -5,093	-22%	-$476K	0.13%	130
2024 Q4	$2.29M	Buy	22,975 +9,315	+68%	+$960K	0.17%	90
2024 Q3	$1.55M	Sell	13,660 -18,219	-57%	-$2.16M	0.11%	151
2024 Q2	$3.95M	Buy	31,879 +31,455	+7,419%	+$4.05M	0.28%	54
2024 Q1	$55.9K	Hold	424	–	–	0.01%	121
2023 Q4	$46.2K	Buy	+424	New	+$44K	0.01%	124
2022 Q2	–	Sell	-2,922	Closed	-$240K	–	109
2022 Q1	$240K	Buy	2,922 +28	+1%	+$2.21K	0.08%	112
2021 Q4	$222K	Buy	2,894 +180	+7%	+$14.3K	0.07%	108
2021 Q3	$204K	Buy	+2,714	New	+$206K	0.08%	107
2021 Q2	–	Sell	-3,936	Closed	-$290K	–	87
2021 Q1	$290K	Buy	+3,936	New	+$290K	0.13%	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

Frank Rimerman Advisors's MRK Position: Q1 2026 in Review

Frank Rimerman Advisors increased its Merck (MRK) stake by 6.2% in Q1 2026, buying an estimated $252K and bringing the position to 37,346 shares worth $4.49M. The position accounts for 0.29% of the portfolio, ranked #56.

Frank Rimerman Advisors first reported a position in MRK in Q1 2021 and has held it in 14 quarters since. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Frank Rimerman Advisors held 37,346 shares of Merck worth $4.49M as of Q1 2026.
Frank Rimerman Advisors bought 2,186 Merck shares in Q1 2026, an estimated $252K.
Merck made up 0.29% of Frank Rimerman Advisors's portfolio in Q1 2026, its #56 holding.
Frank Rimerman Advisors first reported a position in Merck in Q1 2021 and has held it in 14 quarters since.
3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.