Fulcrum Asset Management’s Merck MRK Stock Holding History

Fulcrum 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	$2.81M	Buy	23,792 +1,066	+5%	+$123K	0.42%	63
2025 Q4	$2.41M	Sell	22,726 -673	-3%	-$63.2K	0.67%	40
2025 Q3	$1.96M	Sell	23,399 -650	-3%	-$53.5K	0.54%	50
2025 Q2	$1.9M	Buy	+24,049	New	+$1.91M	0.54%	49
2022 Q1	–	Hold	0	–	–	–	70
2021 Q4	–	Hold	0	–	–	–	27
2021 Q3	–	Hold	0	–	–	–	27
2021 Q2	–	Hold	0	–	–	–	32
2021 Q1	–	Hold	0	–	–	–	21

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

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

Fulcrum Asset Management increased its Merck (MRK) stake by 4.7% in Q1 2026, buying an estimated $123K and bringing the position to 23,792 shares worth $2.81M. The position accounts for 0.42% of the portfolio, ranked #63.

Fulcrum Asset Management first reported a position in MRK in Q2 2025 and has held it in 4 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Fulcrum Asset Management held 23,792 shares of Merck worth $2.81M as of Q1 2026.
Fulcrum Asset Management bought 1,066 Merck shares in Q1 2026, an estimated $123K.
Merck made up 0.42% of Fulcrum Asset Management's portfolio in Q1 2026, its #63 holding.
Fulcrum Asset Management first reported a position in Merck in Q2 2025 and has held it in 4 quarters since.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.