GCM
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Generation Capital Management’s Merck MRK Stock Holding History

Generation Capital 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 		$1.07M Sell
8,294
-177
-2% -$20.7K 0.65% 46
2026
Q1 		$1.02M Hold
8,471
– – 0.74% 39
2025
Q4 		$892K Hold
8,471
– – 0.58% 42
2025
Q3 		$711K Hold
8,471
– – 0.51% 45
2025
Q2 		$671K Hold
8,471
– – 0.53% 45
2025
Q1 		$760K Hold
8,471
– – 0.68% 36
2024
Q4 		$843K Buy
+8,471
New +$873K 0.72% 34

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 $3.38T AUM 44.17% 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

Generation Capital Management's MRK Position: Q2 2026 in Review

Generation Capital Management reduced its Merck (MRK) stake by 2.1% in Q2 2026, selling an estimated $20.7K and leaving 8,294 shares worth $1.07M. The position accounts for 0.65% of the portfolio, ranked #46.

Generation Capital Management first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. 3,851 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Generation Capital Management held 8,294 shares of Merck worth $1.07M as of Q2 2026.
  • Generation Capital Management sold 177 Merck shares in Q2 2026, an estimated $20.7K.
  • Merck made up 0.65% of Generation Capital Management's portfolio in Q2 2026, its #46 holding.
  • Generation Capital Management first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
  • 3,851 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Generation Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.