Gifford Fong Associates’s Merck MRK Stock Holding History

Gifford Fong Associates’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 Q4	$2.41M	Hold	22,900	–	–	0.48%	58
2025 Q3	$1.92M	Hold	22,900	–	–	0.4%	63
2025 Q2	$1.81M	Hold	22,900	–	–	0.42%	64
2025 Q1	$2.06M	Hold	22,900	–	–	0.51%	61
2024 Q4	$2.28M	Hold	22,900	–	–	0.56%	56
2024 Q3	$2.6M	Hold	22,900	–	–	0.65%	52
2024 Q2	$2.83M	Hold	22,900	–	–	0.75%	42
2024 Q1	$3.02M	Hold	22,900	–	–	0.83%	36
2023 Q4	$2.5M	Hold	22,900	–	–	0.53%	50
2023 Q3	$2.36M	Hold	22,900	–	–	0.56%	49
2023 Q2	$2.64M	Hold	22,900	–	–	0.62%	45
2023 Q1	$2.44M	Hold	22,900	–	–	0.64%	52
2022 Q4	$2.54M	Hold	22,900	–	–	0.58%	49
2022 Q3	$1.97M	Hold	22,900	–	–	0.49%	53
2022 Q2	$2.09M	Hold	22,900	–	–	0.49%	57
2022 Q1	$1.88M	Hold	22,900	–	–	0.34%	69
2021 Q4	$1.75M	Hold	22,900	–	–	0.31%	72
2021 Q3	$1.72M	Hold	22,900	–	–	0.33%	71
2021 Q2	$1.78M	Sell	22,900 -1,099	-5%	-$81.7K	0.35%	72
2021 Q1	$1.76M	Hold	23,999	–	–	0.38%	70
2020 Q4	$1.87M	Hold	23,999	–	–	0.43%	62
2020 Q3	$1.9M	Hold	23,999	–	–	0.51%	51
2020 Q2	$1.77M	Buy	23,999 +20,960	+690%	+$1.58M	0.54%	48
2020 Q1	$223K	Hold	3,039	–	–	0.08%	110
2019 Q4	$264K	Hold	3,039	–	–	0.08%	113
2019 Q3	$244K	Hold	3,039	–	–	0.08%	113
2019 Q2	$243K	Hold	3,039	–	–	0.08%	110
2019 Q1	$241K	Hold	3,039	–	–	0.08%	108
2018 Q4	$222K	Hold	3,039	–	–	0.08%	107
2018 Q3	$206K	Hold	3,039	–	–	0.07%	111
2018 Q2	$176K	Buy	+3,039	New	+$171K	0.06%	107

Other funds holding MRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gifford Fong Associates's MRK Position: Q4 2025 in Review

Gifford Fong Associates held its Merck (MRK) position steady in Q4 2025 at 22,900 shares worth $2.41M. The position accounts for 0.48% of the portfolio, ranked #58.

Gifford Fong Associates first reported a position in MRK in Q2 2018 and has held it in 31 quarters since. The position peaked at $3.02M in Q1 2024. 3,652 funds tracked by Wall St. Rank hold MRK as of Q4 2025.

Gifford Fong Associates held 22,900 shares of Merck worth $2.41M as of Q4 2025.
Gifford Fong Associates left its Merck share count unchanged in Q4 2025.
Merck made up 0.48% of Gifford Fong Associates's portfolio in Q4 2025, its #58 holding.
Gifford Fong Associates first reported a position in Merck in Q2 2018 and has held it in 31 quarters since.
Gifford Fong Associates's Merck position peaked at $3.02M in Q1 2024.
3,652 funds tracked by Wall St. Rank held Merck as of Q4 2025.

Based on Gifford Fong Associates's 13F filing for Q4 2025, filed 10 Feb 2026.