Hartford Financial Management’s Merck MRK Stock Holding History

Hartford Financial 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	$1.95M	Sell	16,196 -1,366	-8%	-$158K	0.5%	58
2025 Q4	$1.85M	Sell	17,562 -92	-0.5%	-$8.64K	0.48%	55
2025 Q3	$1.48M	Sell	17,654 -2,461	-12%	-$203K	0.39%	65
2025 Q2	$1.59M	Sell	20,115 -630	-3%	-$50.1K	0.44%	60
2025 Q1	$1.86M	Sell	20,745 -353	-2%	-$33K	0.38%	79
2024 Q4	$2.1M	Buy	21,098 +370	+2%	+$38.1K	0.43%	71
2024 Q3	$2.35M	Sell	20,728 -5,755	-22%	-$684K	0.48%	61
2024 Q2	$3.28M	Sell	26,483 -998	-4%	-$129K	0.7%	49
2024 Q1	$3.63M	Sell	27,481 -906	-3%	-$112K	0.77%	43
2023 Q4	$3.09M	Buy	28,387 +301	+1%	+$31.2K	0.7%	46
2023 Q3	$2.89M	Sell	28,086 -339	-1%	-$36.5K	0.74%	45
2023 Q2	$3.28M	Sell	28,425 -2,646	-9%	-$300K	0.81%	44
2023 Q1	$3.31M	Sell	31,071 -916	-3%	-$98.9K	0.85%	42
2022 Q4	$3.55M	Sell	31,987 -2,674	-8%	-$273K	0.94%	38
2022 Q3	$2.98M	Sell	34,661 -4,243	-11%	-$379K	0.88%	41
2022 Q2	$3.55M	Sell	38,904 -2,263	-5%	-$201K	0.98%	39
2022 Q1	$3.38M	Buy	41,167 +105	+0.3%	+$8.28K	0.81%	45
2021 Q4	$3.15M	Sell	41,062 -5,777	-12%	-$460K	0.73%	53
2021 Q3	$3.52M	Buy	46,839 +1,060	+2%	+$80.6K	0.9%	37
2021 Q2	$3.56M	Buy	45,779 +124	+0.3%	+$9.22K	0.88%	39
2021 Q1	$3.36M	Buy	45,655 +1,762	+4%	+$130K	0.83%	42
2020 Q4	$3.43M	Buy	43,893 +171	+0.4%	+$13.1K	0.91%	35
2020 Q3	$3.46M	Buy	43,722 +665	+2%	+$52.1K	1.03%	32
2020 Q2	$3.18M	Buy	43,057 +4,061	+10%	+$306K	1.01%	32
2020 Q1	$2.86M	Buy	38,996 +1,885	+5%	+$148K	1.14%	27
2019 Q4	$3.22M	Buy	37,111 +8,282	+29%	+$680K	1.01%	32
2019 Q3	$2.32M	Buy	28,829 +97	+0.3%	+$7.77K	0.77%	44
2019 Q2	$2.3M	Buy	28,732 +137	+0.5%	+$10.5K	0.77%	40
2019 Q1	$2.27M	Buy	28,595 +961	+3%	+$71.9K	0.78%	44
2018 Q4	$2.02M	Buy	27,634 +128	+0.5%	+$9.04K	0.77%	46
2018 Q3	$1.86M	Buy	27,506 +430	+2%	+$27.4K	0.63%	55
2018 Q2	$1.57M	Sell	27,076 -236	-0.9%	-$13.3K	0.56%	62
2018 Q1	$1.42M	Sell	27,312 -357	-1%	-$19.3K	0.72%	50
2017 Q4	$1.49M	Buy	27,669 +471	+2%	+$26.1K	0.73%	50
2017 Q3	$1.66M	Buy	27,198 +105	+0.4%	+$6.37K	0.84%	39
2017 Q2	$1.66M	Buy	27,093 +105	+0.4%	+$6.39K	0.74%	43
2017 Q1	$1.64M	Buy	26,988 +52	+0.2%	+$3.15K	0.99%	35
2016 Q4	$1.51M	Sell	26,936 -3,248	-11%	-$190K	0.9%	40
2016 Q3	$1.8M	Buy	30,184 +212	+0.7%	+$12.4K	1.09%	32
2016 Q2	$1.65M	Sell	29,972 -157	-0.5%	-$8.36K	0.99%	38
2016 Q1	$1.52M	Buy	30,129 +108	+0.4%	+$5.29K	0.95%	39
2015 Q4	$1.51M	Sell	30,021 -314	-1%	-$15.8K	0.94%	39
2015 Q3	$1.43M	Hold	30,335	–	–	0.95%	39
2015 Q2	$1.65M	Buy	30,335 +1,152	+4%	+$64.6K	0.96%	40
2015 Q1	$1.6M	Buy	29,183 +1,730	+6%	+$98K	0.98%	44
2014 Q4	$1.49M	Buy	27,453 +262	+1%	+$14.6K	0.92%	43
2014 Q3	$1.54M	Buy	27,191 +628	+2%	+$35.3K	0.92%	44
2014 Q2	$1.47M	Hold	26,563	–	–	0.89%	46
2014 Q1	$1.44M	Hold	26,563	–	–	0.94%	45
2013 Q4	$1.27M	Hold	26,563	–	–	0.82%	47
2013 Q3	$1.21M	Buy	26,563 +786	+3%	+$35.9K	0.83%	47
2013 Q2	$1.14M	Buy	+25,777	New	+$1.15M	0.79%	50

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

Hartford Financial Management's MRK Position: Q1 2026 in Review

Hartford Financial Management reduced its Merck (MRK) stake by 7.8% in Q1 2026, selling an estimated $158K and leaving 16,196 shares worth $1.95M. The position accounts for 0.5% of the portfolio, ranked #58.

Hartford Financial Management first reported a position in MRK in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.63M in Q1 2024. 3,774 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Hartford Financial Management held 16,196 shares of Merck worth $1.95M as of Q1 2026.
Hartford Financial Management sold 1,366 Merck shares in Q1 2026, an estimated $158K.
Merck made up 0.5% of Hartford Financial Management's portfolio in Q1 2026, its #58 holding.
Hartford Financial Management first reported a position in Merck in Q2 2013 and has held it in 52 quarters since.
Hartford Financial Management's Merck position peaked at $3.63M in Q1 2024.
3,774 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Hartford Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.