Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$25.3M Sell
210,577
-2,100
-1% -$242K 0.68% 47
2025
Q4
$22.4M Sell
212,677
-26,427
-11% -$2.48M 0.59% 48
2025
Q3
$20.1M Sell
239,104
-399,300
-63% -$32.9M 0.48% 50
2025
Q2
$50.5M Sell
638,404
-40,400
-6% -$3.21M 1.2% 40
2025
Q1
$60.9M Hold
678,804
1.49% 33
2024
Q4
$67.5M Buy
678,804
+24,800
+4% +$2.56M 1.63% 31
2024
Q3
$74.3M Sell
654,004
-500
-0.1% -$59.4K 1.77% 25
2024
Q2
$81M Sell
654,504
-11,200
-2% -$1.44M 2% 20
2024
Q1
$87.8M Sell
665,704
-1,000
-0.1% -$123K 2.06% 23
2023
Q4
$72.7M Buy
666,704
+1,100
+0.2% +$114K 1.86% 26
2023
Q3
$68.5M Buy
665,604
+10,000
+2% +$1.08M 1.9% 26
2023
Q2
$75.7M Buy
655,604
+3,200
+0.5% +$363K 2.01% 22
2023
Q1
$69.4M Sell
652,404
-13,700
-2% -$1.48M 1.93% 25
2022
Q4
$73.9M Sell
666,104
-2,500
-0.4% -$256K 1.97% 23
2022
Q3
$57.6M Sell
668,604
-1,500
-0.2% -$134K 1.74% 28
2022
Q2
$61.1M Hold
670,104
1.73% 27
2022
Q1
$55M Sell
670,104
-10,200
-1% -$804K 1.35% 33
2021
Q4
$52.1M Sell
680,304
-4,900
-0.7% -$390K 1.2% 37
2021
Q3
$51.5M Buy
685,204
+2,700
+0.4% +$205K 1.25% 36
2021
Q2
$53.1M Sell
682,504
-111,675
-14% -$8.31M 1.23% 36
2021
Q1
$58.4M Sell
794,179
-191,155
-19% -$14.1M 1.4% 32
2020
Q4
$76.9M Sell
985,334
-23,370
-2% -$1.79M 1.9% 19
2020
Q3
$79.8M Sell
1,008,704
-349,089
-26% -$27.3M 2.19% 12
2020
Q2
$100M Buy
1,357,793
+734
+0.1% +$55.3K 2.57% 11
2020
Q1
$99.6M Sell
1,357,059
-50,556
-4% -$3.97M 2.94% 10
2019
Q4
$122M Sell
1,407,615
-14,356
-1% -$1.18M 2.54% 12
2019
Q3
$114M Sell
1,421,971
-49,653
-3% -$3.98M 2.3% 12
2019
Q2
$118M Sell
1,471,624
-416,348
-22% -$31.9M 2.23% 16
2019
Q1
$150M Sell
1,887,972
-73,360
-4% -$5.49M 2.8% 13
2018
Q4
$143M Hold
1,961,332
2.78% 11
2018
Q3
$133M Hold
1,961,332
2.03% 19
2018
Q2
$114M Hold
1,961,332
1.78% 21
2018
Q1
$102M Hold
1,961,332
1.53% 23
2017
Q4
$105M Hold
1,961,332
1.51% 23
2017
Q3
$120M Hold
1,961,332
1.82% 20
2017
Q2
$120M Hold
1,961,332
1.88% 21
2017
Q1
$119M Hold
1,961,332
1.9% 20
2016
Q4
$110M Buy
1,961,332
+500,441
+34% +$29.3M 1.73% 20
2016
Q3
$87M Buy
1,460,891
+529,240
+57% +$30.9M 1.44% 25
2016
Q2
$51.2M Hold
931,651
0.88% 43
2016
Q1
$47M Buy
+931,651
New +$45.6M 0.84% 41

Other funds holding MRK

Homestead Advisers's MRK Position: Q1 2026 in Review

Homestead Advisers reduced its Merck (MRK) stake by 0.99% in Q1 2026, selling an estimated $242K and leaving 210,577 shares worth $25.3M. The position accounts for 0.68% of the portfolio, ranked #47.

Homestead Advisers first reported a position in MRK in Q1 2016 and has held it in 41 quarters since. The position peaked at $150M in Q1 2019. 3,777 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Homestead Advisers held 210,577 shares of Merck worth $25.3M as of Q1 2026.
  • Homestead Advisers sold 2,100 Merck shares in Q1 2026, an estimated $242K.
  • Merck made up 0.68% of Homestead Advisers's portfolio in Q1 2026, its #47 holding.
  • Homestead Advisers first reported a position in Merck in Q1 2016 and has held it in 41 quarters since.
  • Homestead Advisers's Merck position peaked at $150M in Q1 2019.
  • 3,777 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Homestead Advisers's 13F filing for Q1 2026, filed 8 May 2026.