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HFM Investment Advisors’s Merck MRK Stock Holding History

HFM Investment Advisors’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 		$10.5K Sell
87
-28
-24% -$3.23K ﹤0.01% 113
2025
Q4 		$12.1K Buy
115
+94
+448% +$8.82K ﹤0.01% 115
2025
Q3 		$1.76K Hold
21
– – ﹤0.01% 213
2025
Q2 		$1.66K Buy
21
+8
+62% +$636 ﹤0.01% 220
2025
Q1 		$1.17K Buy
+13
New +$1.21K ﹤0.01% 157

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

HFM Investment Advisors's MRK Position: Q1 2026 in Review

HFM Investment Advisors reduced its Merck (MRK) stake by 24% in Q1 2026, selling an estimated $3.23K and leaving 87 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #113.

HFM Investment Advisors first reported a position in MRK in Q1 2025 and has held it in 5 quarters since. The position peaked at $12.1K in Q4 2025. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • HFM Investment Advisors held 87 shares of Merck worth $10.5K as of Q1 2026.
  • HFM Investment Advisors sold 28 Merck shares in Q1 2026, an estimated $3.23K.
  • Merck made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #113 holding.
  • HFM Investment Advisors first reported a position in Merck in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's Merck position peaked at $12.1K in Q4 2025.
  • 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.