Godshalk Welsh Capital Management’s Merck MRK Stock Holding History

Godshalk Welsh 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	$1.42M	Sell	11,785 -420	-3%	-$48.5K	0.82%	40
2025 Q4	$1.28M	Sell	12,205 -150	-1%	-$14.1K	0.73%	43
2025 Q3	$1.04M	Sell	12,355 -650	-5%	-$53.5K	0.59%	55
2025 Q2	$1.03M	Sell	13,005 -2,390	-16%	-$190K	0.63%	51
2025 Q1	$1.38M	Sell	15,395 -568	-4%	-$53K	0.9%	35
2024 Q4	$1.59M	Sell	15,963 -3,675	-19%	-$379K	1.03%	27
2024 Q3	$2.23M	Sell	19,638 -585	-3%	-$69.5K	1.41%	16
2024 Q2	$2.5M	Sell	20,223 -300	-1%	-$38.6K	1.67%	13
2024 Q1	$2.71M	Sell	20,523 -140	-0.7%	-$17.3K	1.82%	11
2023 Q4	$2.25M	Sell	20,663 -1,325	-6%	-$138K	1.62%	13
2023 Q3	$2.26M	Sell	21,988 -750	-3%	-$80.8K	1.71%	11
2023 Q2	$2.62M	Sell	22,738 -15	-0.1%	-$1.7K	1.81%	9
2023 Q1	$2.42M	Sell	22,753 -200	-0.9%	-$21.6K	1.71%	9
2022 Q4	$2.55M	Sell	22,953 -2,199	-9%	-$225K	1.86%	10
2022 Q3	$2.17M	Buy	25,152 +2,149	+9%	+$192K	1.6%	14
2022 Q2	$2.1M	Sell	23,003 -30	-0.1%	-$2.66K	1.51%	17
2022 Q1	$1.89M	Sell	23,033 -905	-4%	-$71.4K	1.16%	30
2021 Q4	$1.83M	Sell	23,938 -465	-2%	-$37K	1.04%	36
2021 Q3	$1.83M	Sell	24,403 -475	-2%	-$36.1K	1.14%	33
2021 Q2	$1.9M	Sell	24,878 -1,341	-5%	-$99.7K	1.18%	31
2021 Q1	$1.93M	Sell	26,219 -115	-0.4%	-$8.48K	1.34%	27
2020 Q4	$2.06M	Sell	26,334 -94	-0.4%	-$7.19K	1.52%	18
2020 Q3	$2.09M	Buy	26,428 +104	+0.4%	+$8.15K	1.77%	13
2020 Q2	$1.94M	Sell	26,324 -796	-3%	-$59.9K	1.82%	12
2020 Q1	$1.99M	Sell	27,120 -734	-3%	-$57.7K	2.16%	8
2019 Q4	$2.42M	Sell	27,854 -209	-0.7%	-$17.2K	1.99%	6
2019 Q3	$2.25M	Sell	28,063 -27	-0.1%	-$2.16K	1.99%	8
2019 Q2	$2.25M	Sell	28,090 -419	-1%	-$32.1K	2.08%	7
2019 Q1	$2.26M	Sell	28,509 -521	-2%	-$39K	2.17%	7
2018 Q4	$2.12M	Sell	29,030 -29	-0.1%	-$2.05K	2.37%	6
2018 Q3	$1.97M	Sell	29,059 -1,127	-4%	-$71.8K	1.91%	9
2018 Q2	$1.75M	Sell	30,186 -628	-2%	-$35.4K	1.83%	12
2018 Q1	$1.6M	Buy	30,814 +52	+0.2%	+$2.81K	1.73%	13
2017 Q4	$1.65M	Sell	30,762 -314	-1%	-$17.4K	1.67%	14
2017 Q3	$1.9M	Sell	31,076 -944	-3%	-$57.2K	1.91%	8
2017 Q2	$1.96M	Buy	32,020 +53	+0.2%	+$3.23K	1.94%	8
2017 Q1	$1.94M	Sell	31,967 -315	-1%	-$19.1K	1.9%	9
2016 Q4	$1.81M	Sell	32,282 -197	-0.6%	-$11.5K	1.85%	10
2016 Q3	$1.93M	Sell	32,479 -524	-2%	-$30.6K	2%	6
2016 Q2	$1.83M	Sell	33,003 -974	-3%	-$51.8K	1.93%	6
2016 Q1	$1.72M	Sell	33,977 -472	-1%	-$23.1K	1.78%	11
2015 Q4	$1.74M	Hold	34,449	–	–	1.81%	10
2015 Q3	$1.62M	Sell	34,449 -524	-1%	-$27.8K	1.78%	8
2015 Q2	$1.9M	Buy	34,973 +262	+0.8%	+$14.7K	1.93%	7
2015 Q1	$1.9M	Sell	34,711 -1,006	-3%	-$57K	1.95%	7
2014 Q4	$1.94M	Buy	+35,717	New	+$1.99M	1.76%	7

Other funds holding MRK

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Godshalk Welsh Capital Management's MRK Position: Q1 2026 in Review

Godshalk Welsh Capital Management reduced its Merck (MRK) stake by 3.4% in Q1 2026, selling an estimated $48.5K and leaving 11,785 shares worth $1.42M. The position accounts for 0.82% of the portfolio, ranked #40.

Godshalk Welsh Capital Management first reported a position in MRK in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.71M in Q1 2024. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Godshalk Welsh Capital Management held 11,785 shares of Merck worth $1.42M as of Q1 2026.
Godshalk Welsh Capital Management sold 420 Merck shares in Q1 2026, an estimated $48.5K.
Merck made up 0.82% of Godshalk Welsh Capital Management's portfolio in Q1 2026, its #40 holding.
Godshalk Welsh Capital Management first reported a position in Merck in Q4 2014 and has held it in 46 quarters since.
Godshalk Welsh Capital Management's Merck position peaked at $2.71M in Q1 2024.
3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

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