Ground Swell Capital’s Merck MRK Stock Holding History

Ground Swell Capital’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	–	Sell	-2,492	Closed	-$262K	–	153
2025 Q4	$262K	Buy	+2,492	New	+$234K	0.54%	27
2024 Q3	–	Sell	-2,075	Closed	-$257K	–	230
2024 Q2	$257K	Buy	+2,075	New	+$267K	0.2%	66
2014 Q3	$288K	Buy	5,096 +1,646	+48%	+$92.4K	0.54%	21
2014 Q2	$190K	Buy	+3,450	New	+$188K	0.37%	26

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

Ground Swell Capital's MRK Position: Q1 2026 in Review

Ground Swell Capital sold out of Merck (MRK) in Q1 2026, closing a stake of 2,492 shares — an estimated $262K sold.

Ground Swell Capital first reported a position in MRK in Q2 2014 and held it in 4 quarters. The position peaked at $288K in Q3 2014. 3,777 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Ground Swell Capital reported no remaining Merck position as of Q1 2026 after selling out during the quarter.
Ground Swell Capital sold 2,492 Merck shares in Q1 2026, an estimated $262K.
Ground Swell Capital first reported a position in Merck in Q2 2014 and held it in 4 quarters.
Ground Swell Capital's Merck position peaked at $288K in Q3 2014.
3,777 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Ground Swell Capital's 13F filing for Q1 2026, filed 21 Apr 2026.