GIM
MRK icon

Guardian Investment Management’s Merck MRK Stock Holding History

Guardian Investment 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
2025
Q3 		– Sell
-15,100
Closed -$1.2M – 57
2025
Q2 		$1.2M Hold
15,100
– – 1.2% 27
2025
Q1 		$1.36M Sell
15,100
-200
-1% -$18.7K 1.14% 22
2024
Q4 		$1.52M Sell
15,300
-200
-1% -$20.6K 1.09% 23
2024
Q3 		$1.76M Sell
15,500
-5,400
-26% -$642K 1.52% 19
2024
Q2 		$2.59M Buy
20,900
+4,700
+29% +$605K 1.85% 20
2024
Q1 		$2.14M Sell
16,200
-1,500
-8% -$185K 1.72% 20
2023
Q4 		$1.93M Sell
17,700
-300
-2% -$31.1K 1.63% 19
2023
Q3 		$1.85M Sell
18,000
-400
-2% -$43.1K 1.68% 20
2023
Q2 		$2.12M Sell
18,400
-5,300
-22% -$602K 1.81% 20
2023
Q1 		$1.83M Buy
23,700
+5,000
+27% +$540K 1.37% 28
2022
Q4 		$2.07M Hold
18,700
– – 1.96% 19
2022
Q3 		$1.61M Buy
18,700
+200
+1% +$17.9K 1.63% 23
2022
Q2 		$1.69M Sell
18,500
-200
-1% -$17.7K 1.47% 27
2022
Q1 		$1.53M Hold
18,700
– – 1.19% 33
2021
Q4 		$1.43M Hold
18,700
– – 1% 35
2021
Q3 		$1.4M Sell
18,700
-5,200
-22% -$395K 1.04% 35
2021
Q2 		$1.86M Sell
23,900
-938
-4% -$69.8K 1.27% 27
2021
Q1 		$1.83M Buy
24,838
+3,459
+16% +$255K 1.3% 28
2020
Q4 		$1.67M Sell
21,379
-1,677
-7% -$128K 1.27% 30
2020
Q3 		$1.82M Buy
23,056
+10,480
+83% +$821K 1.59% 24
2020
Q2 		$322K Buy
+12,576
New +$947K 0.29% 52
2019
Q3 		– Sell
-12,419
Closed -$993K – 56
2019
Q2 		$993K Hold
12,419
– – 0.86% 41
2019
Q1 		$985K Sell
12,419
-314
-2% -$23.5K 0.85% 42
2018
Q4 		$928K Sell
12,733
-105
-0.8% -$7.41K 0.86% 40
2018
Q3 		$869K Sell
12,838
-2,830
-18% -$180K 0.76% 47
2018
Q2 		$907K Buy
+15,668
New +$884K 0.87% 44
2017
Q1 		– Sell
-11,287
Closed -$634K – 60
2016
Q4 		$634K Buy
+11,287
New +$661K 0.73% 43

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Guardian Investment Management's MRK Position: Q3 2025 in Review

Guardian Investment Management sold out of Merck (MRK) in Q3 2025, closing a stake of 15,100 shares — an estimated $1.2M sold.

Guardian Investment Management first reported a position in MRK in Q4 2016 and held it in 27 quarters. The position peaked at $2.59M in Q2 2024. 3,310 funds tracked by Wall St. Rank hold MRK as of Q3 2025.

  • Guardian Investment Management reported no remaining Merck position as of Q3 2025 after selling out during the quarter.
  • Guardian Investment Management sold 15,100 Merck shares in Q3 2025, an estimated $1.2M.
  • Guardian Investment Management first reported a position in Merck in Q4 2016 and held it in 27 quarters.
  • Guardian Investment Management's Merck position peaked at $2.59M in Q2 2024.
  • 3,310 funds tracked by Wall St. Rank held Merck as of Q3 2025.

Based on Guardian Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.