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Klingman & Associates’s Merck MRK Stock Holding History

Klingman & Associates’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 		$1.24M Sell
10,297
-211
-2% -$24.4K 0.06% 117
2025
Q4 		$1.11M Buy
10,508
+316
+3% +$29.7K 0.05% 124
2025
Q3 		$855K Buy
10,192
+408
+4% +$33.6K 0.04% 134
2025
Q2 		$775K Buy
9,784
+109
+1% +$8.66K 0.04% 130
2025
Q1 		$868K Buy
9,675
+120
+1% +$11.2K 0.05% 112
2024
Q4 		$951K Buy
9,555
+45
+0.5% +$4.64K 0.06% 107
2024
Q3 		$1.08M Sell
9,510
-84
-0.9% -$9.98K 0.07% 107
2024
Q2 		$1.19M Buy
9,594
+694
+8% +$89.4K 0.08% 89
2024
Q1 		$1.17M Buy
8,900
+11
+0.1% +$1.36K 0.08% 87
2023
Q4 		$969K Sell
8,889
-9,859
-53% -$1.02M 0.07% 96
2023
Q3 		$1.93M Buy
18,748
+3,068
+20% +$331K 0.16% 64
2023
Q2 		$1.81M Buy
15,680
+42
+0.3% +$4.77K 0.15% 62
2023
Q1 		$1.66M Sell
15,638
-79
-0.5% -$8.53K 0.14% 63
2022
Q4 		$1.74M Sell
15,717
-286
-2% -$29.2K 0.15% 59
2022
Q3 		$1.38M Sell
16,003
-92
-0.6% -$8.21K 0.14% 63
2022
Q2 		$1.47M Sell
16,095
-20
-0.1% -$1.77K 0.14% 62
2022
Q1 		$1.32M Buy
16,115
+387
+2% +$30.5K 0.11% 64
2021
Q4 		$1.21M Sell
15,728
-474
-3% -$37.8K 0.1% 65
2021
Q3 		$1.22M Buy
16,202
+6,157
+61% +$468K 0.11% 62
2021
Q2 		$781K Buy
10,045
+4,165
+71% +$310K 0.07% 80
2021
Q1 		$433K Sell
5,880
-186
-3% -$13.7K 0.04% 104
2020
Q4 		$473K Buy
6,066
+855
+16% +$65.4K 0.05% 91
2020
Q3 		$412K Buy
5,211
+729
+16% +$57.1K 0.06% 93
2020
Q2 		$331K Sell
4,482
-78
-2% -$5.87K 0.05% 96
2020
Q1 		$335K Buy
4,560
+522
+13% +$41K 0.07% 89
2019
Q4 		$350K Buy
4,038
+39
+1% +$3.2K 0.06% 98
2019
Q3 		$321K Sell
3,999
-91
-2% -$7.29K 0.06% 94
2019
Q2 		$327K Sell
4,090
-119
-3% -$9.11K 0.06% 92
2019
Q1 		$334K Hold
4,209
– – 0.07% 92
2018
Q4 		$307K Sell
4,209
-1,224
-23% -$86.4K 0.07% 86
2018
Q3 		$368K Hold
5,433
– – 0.08% 77
2018
Q2 		$315K Buy
5,433
+1,258
+30% +$71K 0.07% 85
2018
Q1 		$217K Hold
4,175
– – 0.05% 101
2017
Q4 		$224K Hold
4,175
– – 0.05% 105
2017
Q3 		$255K Sell
4,175
-231
-5% -$14K 0.06% 84
2017
Q2 		$269K Sell
4,406
-29
-0.7% -$1.76K 0.07% 79
2017
Q1 		$269K Buy
4,435
+231
+5% +$14K 0.07% 80
2016
Q4 		$236K Hold
4,204
– – 0.07% 84
2016
Q3 		$250K Buy
4,204
+524
+14% +$30.6K 0.08% 83
2016
Q2 		$202K Hold
3,680
– – 0.07% 94
2016
Q1 		$186K Sell
3,680
-4,886
-57% -$239K 0.07% 99
2015
Q4 		$432K Hold
8,566
– – 0.16% 67
2015
Q3 		$403K Buy
8,566
+4,716
+122% +$251K 0.16% 67
2015
Q2 		$209K Hold
3,850
– – 0.08% 86
2015
Q1 		$211K Sell
3,850
-262
-6% -$14.8K 0.09% 82
2014
Q4 		$222K Buy
+4,112
New +$229K 0.09% 79

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

Klingman & Associates's MRK Position: Q1 2026 in Review

Klingman & Associates reduced its Merck (MRK) stake by 2% in Q1 2026, selling an estimated $24.4K and leaving 10,297 shares worth $1.24M. The position accounts for 0.06% of the portfolio, ranked #117.

Klingman & Associates first reported a position in MRK in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.93M in Q3 2023. 3,777 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Klingman & Associates held 10,297 shares of Merck worth $1.24M as of Q1 2026.
  • Klingman & Associates sold 211 Merck shares in Q1 2026, an estimated $24.4K.
  • Merck made up 0.06% of Klingman & Associates's portfolio in Q1 2026, its #117 holding.
  • Klingman & Associates first reported a position in Merck in Q4 2014 and has held it in 46 quarters since.
  • Klingman & Associates's Merck position peaked at $1.93M in Q3 2023.
  • 3,777 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.