GCM
MRK icon

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
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 $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

Generation Capital Management's MRK Position: Q1 2026 in Review

Generation Capital Management held its Merck (MRK) position steady in Q1 2026 at 8,471 shares worth $1.02M. The position accounts for 0.74% of the portfolio, ranked #39.

Generation Capital Management first reported a position in MRK in Q4 2024 and has held it in 6 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Generation Capital Management held 8,471 shares of Merck worth $1.02M as of Q1 2026.
  • Generation Capital Management left its Merck share count unchanged in Q1 2026.
  • Merck made up 0.74% of Generation Capital Management's portfolio in Q1 2026, its #39 holding.
  • Generation Capital Management first reported a position in Merck in Q4 2024 and has held it in 6 quarters since.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Generation Capital Management's 13F filing for Q1 2026, filed 8 May 2026.