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Hamilton Wealth’s Merck MRK Stock Holding History

Hamilton Wealth’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 		$7.82M Sell
65,034
-51,512
-44% -$5.95M 1.52% 19
2025
Q4 		$12.3M Sell
116,546
-207
-0.2% -$19.4K 2.33% 14
2025
Q3 		$9.8M Buy
116,753
+58,271
+100% +$4.8M 2.04% 13
2025
Q2 		$4.63M Sell
58,482
-8,476
-13% -$674K 1.04% 28
2025
Q1 		$6.01M Buy
66,958
+39,467
+144% +$3.68M 1.45% 18
2024
Q4 		$2.73M Sell
27,491
-2,900
-10% -$299K 0.66% 35
2024
Q3 		$3.45M Buy
30,391
+1,800
+6% +$214K 0.84% 33
2024
Q2 		$3.54M Buy
28,591
+4,467
+19% +$575K 0.95% 31
2024
Q1 		$3.18M Buy
24,124
+1,034
+4% +$127K 0.99% 31
2023
Q4 		$2.52M Buy
23,090
+548
+2% +$56.9K 0.79% 35
2023
Q3 		$2.32M Sell
22,542
-1,156
-5% -$125K 0.83% 26
2023
Q2 		$2.73M Buy
23,698
+195
+0.8% +$22.1K 0.95% 25
2023
Q1 		$2.5M Sell
23,503
-11,478
-33% -$1.24M 0.88% 28
2022
Q4 		$3.88M Sell
34,981
-33,832
-49% -$3.46M 1.58% 16
2022
Q3 		$5.93M Sell
68,813
-984
-1% -$87.8K 2.5% 13
2022
Q2 		$6.36M Sell
69,797
-3,800
-5% -$337K 2.49% 15
2022
Q1 		$6.04M Buy
73,597
+70,865
+2,594% +$5.59M 2.62% 13
2021
Q4 		$209K Sell
2,732
-20
-0.7% -$1.59K 0.09% 65
2021
Q3 		$207K Sell
2,752
-1,075
-28% -$81.8K 0.1% 44
2021
Q2 		$298K Buy
3,827
+1,068
+39% +$79.4K 0.14% 44
2021
Q1 		$203K Buy
+2,759
New +$204K 0.1% 50

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

Hamilton Wealth's MRK Position: Q1 2026 in Review

Hamilton Wealth reduced its Merck (MRK) stake by 44% in Q1 2026, selling an estimated $5.95M and leaving 65,034 shares worth $7.82M. The position accounts for 1.52% of the portfolio, ranked #19.

Hamilton Wealth first reported a position in MRK in Q1 2021 and has held it in 21 quarters since. The position peaked at $12.3M in Q4 2025. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Hamilton Wealth held 65,034 shares of Merck worth $7.82M as of Q1 2026.
  • Hamilton Wealth sold 51,512 Merck shares in Q1 2026, an estimated $5.95M.
  • Merck made up 1.52% of Hamilton Wealth's portfolio in Q1 2026, its #19 holding.
  • Hamilton Wealth first reported a position in Merck in Q1 2021 and has held it in 21 quarters since.
  • Hamilton Wealth's Merck position peaked at $12.3M in Q4 2025.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Hamilton Wealth's 13F filing for Q1 2026, filed 18 May 2026.