FIM
MRK icon

FWL Investment Management’s Merck MRK Stock Holding History

FWL Investment 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
Q2 		$111K Sell
866
-633
-42% -$74.1K 0.02% 141
2026
Q1 		$180K Buy
1,499
+104
+7% +$12K 0.04% 111
2025
Q4 		$147K Buy
1,395
+1,350
+3,000% +$127K 0.04% 98
2025
Q3 		$3.78K Sell
45
-17
-27% -$1.4K ﹤0.01% 298
2025
Q2 		$4.91K Sell
62
-3,133
-98% -$249K ﹤0.01% 264
2025
Q1 		$287K Sell
3,195
-11,766
-79% -$1.1M 0.11% 68
2024
Q4 		$1.49M Buy
14,961
+518
+4% +$53.4K 0.54% 43
2024
Q3 		$1.64M Buy
14,443
+9,704
+205% +$1.15M 0.63% 39
2024
Q2 		$587K Buy
4,739
+261
+6% +$33.6K 0.3% 34
2024
Q1 		$591K Sell
4,478
-1,323
-23% -$163K 0.33% 43
2023
Q4 		$632K Buy
5,801
+122
+2% +$12.7K 0.37% 37
2023
Q3 		$585K Sell
5,679
-2,479
-30% -$267K 0.39% 32
2023
Q2 		$941K Sell
8,158
-37,420
-82% -$4.25M 0.64% 30
2023
Q1 		$4.85M Sell
45,578
-2,137
-4% -$231K 3.57% 13
2022
Q4 		$5.29M Sell
47,715
-2,018
-4% -$206K 4.01% 11
2022
Q3 		$4.28M Buy
49,733
+991
+2% +$88.5K 3.79% 12
2022
Q2 		$4.44M Buy
48,742
+16,224
+50% +$1.44M 3.23% 16
2022
Q1 		$2.67M Buy
32,518
+15,674
+93% +$1.24M 1.65% 24
2021
Q4 		$1.29M Sell
16,844
-21,159
-56% -$1.69M 0.79% 29
2021
Q3 		$2.85M Buy
+38,003
New +$2.89M 1.8% 22

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FWL Investment Management's MRK Position: Q2 2026 in Review

FWL Investment Management reduced its Merck (MRK) stake by 42% in Q2 2026, selling an estimated $74.1K and leaving 866 shares worth $111K. The position accounts for 0.02% of the portfolio, ranked #141.

FWL Investment Management first reported a position in MRK in Q3 2021 and has held it in 20 quarters since. The position peaked at $5.29M in Q4 2022. 3,844 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • FWL Investment Management held 866 shares of Merck worth $111K as of Q2 2026.
  • FWL Investment Management sold 633 Merck shares in Q2 2026, an estimated $74.1K.
  • Merck made up 0.02% of FWL Investment Management's portfolio in Q2 2026, its #141 holding.
  • FWL Investment Management first reported a position in Merck in Q3 2021 and has held it in 20 quarters since.
  • FWL Investment Management's Merck position peaked at $5.29M in Q4 2022.
  • 3,844 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.