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MRK icon

GLOBALT Investments’s Merck MRK Stock Holding History

GLOBALT Investments’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 		$7M Sell
58,226
-1,191
-2% -$138K 0.25% 52
2025
Q4 		$6.25M Sell
59,417
-998
-2% -$93.7K 0.23% 58
2025
Q3 		$5.07M Sell
60,415
-638
-1% -$52.5K 0.19% 76
2025
Q2 		$4.83M Sell
61,053
-4,382
-7% -$348K 0.19% 72
2025
Q1 		$5.87M Sell
65,435
-604
-0.9% -$56.4K 0.24% 62
2024
Q4 		$6.57M Sell
66,039
-32,306
-33% -$3.33M 0.25% 50
2024
Q3 		$11.2M Sell
98,345
-1,321
-1% -$157K 0.42% 28
2024
Q2 		$12.3M Sell
99,666
-2,217
-2% -$286K 0.49% 26
2024
Q1 		$13.4M Buy
101,883
+1,185
+1% +$146K 0.54% 26
2023
Q4 		$11M Buy
+100,698
New +$10.5M 0.46% 28

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

GLOBALT Investments's MRK Position: Q1 2026 in Review

GLOBALT Investments reduced its Merck (MRK) stake by 2% in Q1 2026, selling an estimated $138K and leaving 58,226 shares worth $7M. The position accounts for 0.25% of the portfolio, ranked #52.

GLOBALT Investments first reported a position in MRK in Q4 2023 and has held it in 10 quarters since. The position peaked at $13.4M in Q1 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • GLOBALT Investments held 58,226 shares of Merck worth $7M as of Q1 2026.
  • GLOBALT Investments sold 1,191 Merck shares in Q1 2026, an estimated $138K.
  • Merck made up 0.25% of GLOBALT Investments's portfolio in Q1 2026, its #52 holding.
  • GLOBALT Investments first reported a position in Merck in Q4 2023 and has held it in 10 quarters since.
  • GLOBALT Investments's Merck position peaked at $13.4M in Q1 2024.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on GLOBALT Investments's 13F filing for Q1 2026, filed 15 May 2026.