Harbor Advisory Corp’s Merck MRK Stock Holding History

Harbor Advisory Corp’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	$2.88M	Sell	23,912 -537	-2%	-$62K	0.86%	33
2025 Q4	$2.57M	Sell	24,449 -1,851	-7%	-$174K	0.78%	34
2025 Q3	$2.21M	Sell	26,300 -5	-0%	-$412	0.65%	37
2025 Q2	$2.08M	Sell	26,305 -2,231	-8%	-$177K	0.66%	37
2025 Q1	$2.56M	Hold	28,536	–	–	0.86%	36
2024 Q4	$2.84M	Hold	28,536	–	–	0.93%	36
2024 Q3	$3.24M	Sell	28,536 -35	-0.1%	-$4.16K	1.06%	33
2024 Q2	$3.54M	Sell	28,571 -198	-0.7%	-$25.5K	1.22%	31
2024 Q1	$3.8M	Sell	28,769 -188	-0.6%	-$23.2K	1.29%	30
2023 Q4	$3.16M	Sell	28,957 -2,522	-8%	-$262K	1.13%	33
2023 Q3	$3.24M	Sell	31,479 -207	-0.7%	-$22.3K	1.17%	34
2023 Q2	$3.66M	Sell	31,686 -547	-2%	-$62.1K	1.29%	29
2023 Q1	$3.43M	Sell	32,233 -355	-1%	-$38.3K	1.31%	32
2022 Q4	$3.62M	Hold	32,588	–	–	1.48%	30
2022 Q3	$2.81M	Buy	32,588 +604	+2%	+$53.9K	1.29%	32
2022 Q2	$2.92M	Buy	31,984 +426	+1%	+$37.8K	1.28%	30
2022 Q1	$2.59M	Hold	31,558	–	–	1.04%	35
2021 Q4	$2.42M	Hold	31,558	–	–	0.98%	35
2021 Q3	$2.37M	Buy	31,558 +500	+2%	+$38K	1.03%	33
2021 Q2	$2.42M	Buy	31,058 +19,846	+177%	+$1.48M	1.09%	33
2021 Q1	$825K	Buy	11,212 +3,125	+39%	+$231K	0.33%	65
2020 Q4	$631K	Buy	+8,087	New	+$619K	0.33%	60

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

Harbor Advisory Corp's MRK Position: Q1 2026 in Review

Harbor Advisory Corp reduced its Merck (MRK) stake by 2.2% in Q1 2026, selling an estimated $62K and leaving 23,912 shares worth $2.88M. The position accounts for 0.86% of the portfolio, ranked #33.

Harbor Advisory Corp first reported a position in MRK in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.8M in Q1 2024. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Harbor Advisory Corp held 23,912 shares of Merck worth $2.88M as of Q1 2026.
Harbor Advisory Corp sold 537 Merck shares in Q1 2026, an estimated $62K.
Merck made up 0.86% of Harbor Advisory Corp's portfolio in Q1 2026, its #33 holding.
Harbor Advisory Corp first reported a position in Merck in Q4 2020 and has held it in 22 quarters since.
Harbor Advisory Corp's Merck position peaked at $3.8M in Q1 2024.
3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Harbor Advisory Corp's 13F filing for Q1 2026, filed 7 May 2026.