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
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 $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

FWL Investment Management's MRK Position: Q1 2026 in Review

FWL Investment Management increased its Merck (MRK) stake by 7.5% in Q1 2026, buying an estimated $12K and bringing the position to 1,499 shares worth $180K. The position accounts for 0.04% of the portfolio, ranked #111.

FWL Investment Management first reported a position in MRK in Q3 2021 and has held it in 19 quarters since. The position peaked at $5.29M in Q4 2022. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • FWL Investment Management held 1,499 shares of Merck worth $180K as of Q1 2026.
  • FWL Investment Management bought 104 Merck shares in Q1 2026, an estimated $12K.
  • Merck made up 0.04% of FWL Investment Management's portfolio in Q1 2026, its #111 holding.
  • FWL Investment Management first reported a position in Merck in Q3 2021 and has held it in 19 quarters since.
  • FWL Investment Management's Merck position peaked at $5.29M in Q4 2022.
  • 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.