Kennedy Capital Management’s Merck MRK Stock Holding History

Kennedy Capital 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	$9.47M	Sell	78,744 -3,395	-4%	-$392K	0.2%	178
2025 Q4	$8.65M	Sell	82,139 -16,448	-17%	-$1.54M	0.18%	189
2025 Q3	$8.27M	Sell	98,587 -18,865	-16%	-$1.55M	0.18%	203
2025 Q2	$9.3M	Sell	117,452 -18,816	-14%	-$1.5M	0.22%	153
2025 Q1	$12.2M	Sell	136,268 -9,044	-6%	-$844K	0.29%	111
2024 Q4	$14.5M	Buy	145,312 +24,039	+20%	+$2.48M	0.32%	69
2024 Q3	$13.8M	Buy	121,273 +6,481	+6%	+$770K	0.3%	85
2024 Q2	$14.2M	Buy	114,792 +38,407	+50%	+$4.95M	0.3%	88
2024 Q1	$10.1M	Buy	76,385 +53,748	+237%	+$6.62M	0.21%	168
2023 Q4	$2.47M	Buy	22,637 +10,064	+80%	+$1.04M	0.05%	449
2023 Q3	$1.29M	Buy	12,573 +1,795	+17%	+$193K	0.03%	539
2023 Q2	$1.24M	Buy	+10,778	New	+$1.22M	0.03%	534

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

Kennedy Capital Management's MRK Position: Q1 2026 in Review

Kennedy Capital Management reduced its Merck (MRK) stake by 4.1% in Q1 2026, selling an estimated $392K and leaving 78,744 shares worth $9.47M. The position accounts for 0.2% of the portfolio, ranked #178.

Kennedy Capital Management first reported a position in MRK in Q2 2023 and has held it in 12 quarters since. The position peaked at $14.5M in Q4 2024. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Kennedy Capital Management held 78,744 shares of Merck worth $9.47M as of Q1 2026.
Kennedy Capital Management sold 3,395 Merck shares in Q1 2026, an estimated $392K.
Merck made up 0.2% of Kennedy Capital Management's portfolio in Q1 2026, its #178 holding.
Kennedy Capital Management first reported a position in Merck in Q2 2023 and has held it in 12 quarters since.
Kennedy Capital Management's Merck position peaked at $14.5M in Q4 2024.
3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Kennedy Capital Management's 13F filing for Q1 2026, filed 13 May 2026.