Ironwood Investment Management’s Merck MRK Stock Holding History

Ironwood Investment 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	$420K	Hold	3,494	–	–	0.18%	124
2025 Q4	$368K	Hold	3,494	–	–	0.15%	130
2025 Q3	$293K	Hold	3,494	–	–	0.13%	135
2025 Q2	$277K	Sell	3,494 -177	-5%	-$14.1K	0.13%	132
2025 Q1	$330K	Hold	3,671	–	–	0.18%	119
2024 Q4	$365K	Hold	3,671	–	–	0.18%	122
2024 Q3	$417K	Hold	3,671	–	–	0.2%	115
2024 Q2	$454K	Hold	3,671	–	–	0.24%	107
2024 Q1	$484K	Hold	3,671	–	–	0.24%	105
2023 Q4	$400K	Hold	3,671	–	–	0.21%	109
2023 Q3	$378K	Hold	3,671	–	–	0.23%	103
2023 Q2	$424K	Hold	3,671	–	–	0.24%	104
2023 Q1	$391K	Hold	3,671	–	–	0.24%	112
2022 Q4	$407K	Hold	3,671	–	–	0.27%	110
2022 Q3	$316K	Hold	3,671	–	–	0.22%	123
2022 Q2	$335K	Hold	3,671	–	–	0.22%	118
2022 Q1	$301K	Hold	3,671	–	–	0.16%	141
2021 Q4	$281K	Hold	3,671	–	–	0.14%	149
2021 Q3	$276K	Sell	3,671 -200	-5%	-$15.2K	0.14%	149
2021 Q2	$301K	Sell	3,871 -186	-5%	-$13.8K	0.15%	148
2021 Q1	$298K	Hold	4,057	–	–	0.16%	146
2020 Q4	$317K	Hold	4,057	–	–	0.19%	131
2020 Q3	$321K	Hold	4,057	–	–	0.23%	121
2020 Q2	$299K	Hold	4,057	–	–	0.23%	124
2020 Q1	$298K	Sell	4,057 -162	-4%	-$12.7K	0.3%	121
2019 Q4	$366K	Sell	4,219 -367	-8%	-$30.1K	0.25%	119
2019 Q3	$368K	Hold	4,586	–	–	0.28%	116
2019 Q2	$367K	Hold	4,586	–	–	0.29%	115
2019 Q1	$364K	Sell	4,586 -52	-1%	-$3.89K	0.3%	115
2018 Q4	$338K	Sell	4,638 -1,048	-18%	-$74K	0.31%	119
2018 Q3	$385K	Sell	5,686 -35	-0.6%	-$2.23K	0.27%	126
2018 Q2	$331K	Hold	5,721	–	–	0.23%	130
2018 Q1	$297K	Hold	5,721	–	–	0.22%	133
2017 Q4	$307K	Hold	5,721	–	–	0.22%	137
2017 Q3	$350K	Hold	5,721	–	–	0.25%	129
2017 Q2	$350K	Hold	5,721	–	–	0.25%	129
2017 Q1	$347K	Hold	5,721	–	–	0.26%	129
2016 Q4	$321K	Hold	5,721	–	–	0.23%	133
2016 Q3	$341K	Sell	5,721 -42	-0.7%	-$2.46K	0.26%	128
2016 Q2	$317K	Hold	5,763	–	–	0.24%	127
2016 Q1	$291K	Hold	5,763	–	–	0.19%	131
2015 Q4	$290K	Hold	5,763	–	–	0.12%	133
2015 Q3	$272K	Hold	5,763	–	–	0.1%	137
2015 Q2	$313K	Hold	5,763	–	–	0.07%	136
2015 Q1	$316K	Sell	5,763 -26	-0.4%	-$1.47K	0.06%	145
2014 Q4	$314K	Hold	5,789	–	–	0.06%	145
2014 Q3	$327K	Hold	5,789	–	–	0.06%	143
2014 Q2	$320K	Hold	5,789	–	–	0.05%	149
2014 Q1	$314K	Hold	5,789	–	–	0.05%	142
2013 Q4	$276K	Sell	5,789 -105	-2%	-$4.8K	0.04%	148
2013 Q3	$268K	Hold	5,894	–	–	0.04%	144
2013 Q2	$261K	Buy	+5,894	New	+$263K	0.05%	147

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

Ironwood Investment Management's MRK Position: Q1 2026 in Review

Ironwood Investment Management held its Merck (MRK) position steady in Q1 2026 at 3,494 shares worth $420K. The position accounts for 0.18% of the portfolio, ranked #124.

Ironwood Investment Management first reported a position in MRK in Q2 2013 and has held it in 52 quarters since. The position peaked at $484K in Q1 2024. 3,781 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Ironwood Investment Management held 3,494 shares of Merck worth $420K as of Q1 2026.
Ironwood Investment Management left its Merck share count unchanged in Q1 2026.
Merck made up 0.18% of Ironwood Investment Management's portfolio in Q1 2026, its #124 holding.
Ironwood Investment Management first reported a position in Merck in Q2 2013 and has held it in 52 quarters since.
Ironwood Investment Management's Merck position peaked at $484K in Q1 2024.
3,781 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Ironwood Investment Management's 13F filing for Q1 2026, filed 15 May 2026.