FAM
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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
2025
Q2 		– Sell
-22,554
Closed -$1.57M – 305
2025
Q1 		$1.57M Buy
+22,554
New +$2.11M 0.3% 87

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

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.