GI
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
Q2 		$7.3M Sell
56,795
-1,431
-2% -$167K 0.25% 48
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 $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

GLOBALT Investments's MRK Position: Q2 2026 in Review

GLOBALT Investments reduced its Merck (MRK) stake by 2.5% in Q2 2026, selling an estimated $167K and leaving 56,795 shares worth $7.3M. The position accounts for 0.25% of the portfolio, ranked #48.

GLOBALT Investments first reported a position in MRK in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.4M in Q1 2024. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • GLOBALT Investments held 56,795 shares of Merck worth $7.3M as of Q2 2026.
  • GLOBALT Investments sold 1,431 Merck shares in Q2 2026, an estimated $167K.
  • Merck made up 0.25% of GLOBALT Investments's portfolio in Q2 2026, its #48 holding.
  • GLOBALT Investments first reported a position in Merck in Q4 2023 and has held it in 11 quarters since.
  • GLOBALT Investments's Merck position peaked at $13.4M in Q1 2024.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.