InceptionR’s Merck MRK Stock Holding History

InceptionR’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 Q2	–	Sell	-4,442	Closed	-$534K	–	824
2026 Q1	$534K	Buy	+4,442	New	+$513K	0.13%	292
2025 Q3	–	Sell	-11,900	Closed	-$942K	–	847
2025 Q2	$942K	Buy	+11,900	New	+$946K	0.22%	164
2025 Q1	–	Sell	-11,197	Closed	-$1.11M	–	732
2024 Q4	$1.11M	Buy	+11,197	New	+$1.15M	0.25%	140
2024 Q3	–	Sell	-7,812	Closed	-$967K	–	794
2024 Q2	$967K	Buy	+7,812	New	+$1.01M	0.27%	109
2024 Q1	–	Sell	-2,744	Closed	-$299K	–	667
2023 Q4	$299K	Sell	2,744 -3,193	-54%	-$331K	0.21%	221
2023 Q3	$611K	Buy	+5,937	New	+$640K	0.35%	103
2023 Q2	–	Sell	-6,647	Closed	-$707K	–	557
2023 Q1	$707K	Buy	+6,647	New	+$718K	0.23%	172

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

InceptionR's MRK Position: Q2 2026 in Review

InceptionR sold out of Merck (MRK) in Q2 2026, closing a stake of 4,442 shares — an estimated $534K sold.

InceptionR first reported a position in MRK in Q1 2023 and held it in 7 quarters. The position peaked at $1.11M in Q4 2024. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

InceptionR reported no remaining Merck position as of Q2 2026 after selling out during the quarter.
InceptionR sold 4,442 Merck shares in Q2 2026, an estimated $534K.
InceptionR first reported a position in Merck in Q1 2023 and held it in 7 quarters.
InceptionR's Merck position peaked at $1.11M in Q4 2024.
3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.