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Heartland Bank & Trust’s Merck MRK Stock Holding History

Heartland Bank & Trust’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 		$2M Buy
16,589
+8,547
+106% +$987K 0.45% 37
2025
Q4 		$847K Sell
8,042
-149
-2% -$14K 0.36% 59
2025
Q3 		$687K Buy
8,191
+610
+8% +$50.2K 0.28% 82
2025
Q2 		$600K Sell
7,581
-189
-2% -$15K 0.28% 82
2025
Q1 		$697K Sell
7,770
-435
-5% -$40.6K 0.36% 72
2024
Q4 		$816K Sell
8,205
-653
-7% -$67.3K 0.44% 47
2024
Q3 		$1.01M Sell
8,858
-2,547
-22% -$303K 0.54% 36
2024
Q2 		$1.41M Buy
11,405
+898
+9% +$116K 0.8% 20
2024
Q1 		$1.39M Sell
10,507
-528
-5% -$65.1K 0.81% 23
2023
Q4 		$1.2M Sell
11,035
-2,191
-17% -$227K 0.83% 23
2023
Q3 		$1.36M Sell
13,226
-3,188
-19% -$344K 1.07% 20
2023
Q2 		$1.89M Sell
16,414
-1,167
-7% -$133K 1.48% 13
2023
Q1 		$1.87M Buy
17,581
+2,455
+16% +$265K 1.41% 14
2022
Q4 		$1.68M Buy
15,126
+387
+3% +$39.6K 1.24% 15
2022
Q3 		$1.27M Buy
14,739
+3,104
+27% +$277K 1.21% 18
2022
Q2 		$1.06M Buy
+11,635
New +$1.03M 0.94% 24
2021
Q2 		– Sell
-13,161
Closed -$968K – 143
2021
Q1 		$968K Sell
13,161
-2,563
-16% -$189K 0.88% 36
2020
Q4 		$1.23M Buy
+15,724
New +$1.2M 1.09% 22

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

Heartland Bank & Trust's MRK Position: Q1 2026 in Review

Heartland Bank & Trust increased its Merck (MRK) stake by 106% in Q1 2026, buying an estimated $987K and bringing the position to 16,589 shares worth $2M. The position accounts for 0.45% of the portfolio, ranked #37.

Heartland Bank & Trust first reported a position in MRK in Q4 2020 and has held it in 18 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Heartland Bank & Trust held 16,589 shares of Merck worth $2M as of Q1 2026.
  • Heartland Bank & Trust bought 8,547 Merck shares in Q1 2026, an estimated $987K.
  • Merck made up 0.45% of Heartland Bank & Trust's portfolio in Q1 2026, its #37 holding.
  • Heartland Bank & Trust first reported a position in Merck in Q4 2020 and has held it in 18 quarters since.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Heartland Bank & Trust's 13F filing for Q1 2026, filed 6 May 2026.