Kurt F. Somerville’s Merck MRK Stock Holding History

Kurt F. Somerville’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	$2.03M	Sell	16,839 -1,207	-7%	-$139K	0.53%	39
2025 Q4	$1.9M	Sell	18,046 -360	-2%	-$33.8K	0.32%	42
2025 Q3	$1.54M	Sell	18,406 -550	-3%	-$45.3K	0.26%	48
2025 Q2	$1.5M	Hold	18,956	–	–	0.25%	47
2025 Q1	$1.7M	Sell	18,956 -1,860	-9%	-$174K	0.3%	45
2024 Q4	$2.07M	Sell	20,816 -10	-0%	-$1.03K	0.35%	41
2024 Q3	$2.37M	Sell	20,826 -5	-0%	-$594	0.38%	41
2024 Q2	$2.58M	Sell	20,831 -50	-0.2%	-$6.44K	0.43%	41
2024 Q1	$2.76M	Sell	20,881 -545	-3%	-$67.2K	0.47%	41
2023 Q4	$2.34M	Sell	21,426 -25	-0.1%	-$2.6K	0.44%	38
2023 Q3	$2.21M	Sell	21,451 -1,427	-6%	-$154K	0.44%	42
2023 Q2	$2.64M	Sell	22,878 -150	-0.7%	-$17K	0.5%	40
2023 Q1	$2.45M	Sell	23,028 -310	-1%	-$33.5K	0.45%	41
2022 Q4	$2.59M	Sell	23,338 -100	-0.4%	-$10.2K	0.5%	38
2022 Q3	$2.02M	Sell	23,438 -187	-0.8%	-$16.7K	0.41%	45
2022 Q2	$2.15M	Sell	23,625 -50	-0.2%	-$4.43K	0.41%	46
2022 Q1	$1.94M	Sell	23,675 -2,164	-8%	-$171K	0.31%	45
2021 Q4	$1.98M	Sell	25,839 -1,000	-4%	-$79.6K	0.27%	44
2021 Q3	$2.02M	Hold	26,839	–	–	0.31%	43
2021 Q2	$2.09M	Sell	26,839 -1,603	-6%	-$119K	0.31%	44
2021 Q1	$2.09M	Buy	28,442 +373	+1%	+$27.5K	0.33%	45
2020 Q4	$2.19M	Sell	28,069 -729	-3%	-$55.8K	0.36%	44
2020 Q3	$2.28M	Buy	28,798 +1,242	+5%	+$97.3K	0.4%	42
2020 Q2	$2.03M	Sell	27,556 -260	-0.9%	-$19.6K	0.37%	44
2020 Q1	$2.04M	Buy	27,816 +6,929	+33%	+$545K	0.45%	40
2019 Q4	$1.81M	Sell	20,887 -582	-3%	-$47.8K	0.34%	43
2019 Q3	$1.73M	Sell	21,469 -524	-2%	-$42K	0.34%	43
2019 Q2	$1.76M	Sell	21,993 -1,766	-7%	-$135K	0.35%	41
2019 Q1	$1.89M	Sell	23,759 -5,060	-18%	-$378K	0.37%	40
2018 Q4	$2.1M	Sell	28,819 -1,520	-5%	-$107K	0.48%	39
2018 Q3	$2.05M	Sell	30,339 -1,260	-4%	-$80.3K	0.41%	41
2018 Q2	$1.83M	Sell	31,599 -2,041	-6%	-$115K	0.4%	40
2018 Q1	$1.75M	Sell	33,640 -4,543	-12%	-$245K	0.39%	40
2017 Q4	$2.05M	Buy	38,183 +4,774	+14%	+$265K	0.42%	40
2017 Q3	$2.04M	Sell	33,409 -3,354	-9%	-$203K	0.41%	41
2017 Q2	$2.25M	Sell	36,763 -314	-0.8%	-$19.1K	0.46%	41
2017 Q1	$2.25M	Sell	37,077 -443	-1%	-$26.9K	0.48%	43
2016 Q4	$2.11M	Sell	37,520 -2,201	-6%	-$129K	0.47%	44
2016 Q3	$2.37M	Buy	39,721 +2,090	+6%	+$122K	0.52%	43
2016 Q2	$2.07M	Sell	37,631 -1,257	-3%	-$66.9K	0.46%	49
2016 Q1	$1.97M	Sell	38,888 -5,067	-12%	-$248K	0.45%	50
2015 Q4	$2.21M	Hold	43,955	–	–	0.51%	47
2015 Q3	$2.07M	Sell	43,955 -660	-1%	-$35.1K	0.53%	45
2015 Q2	$2.42M	Sell	44,615 -2,452	-5%	-$138K	0.56%	44
2015 Q1	$2.58M	Buy	47,067 +8,313	+21%	+$471K	0.59%	43
2014 Q4	$2.1M	Buy	38,754 +6,348	+20%	+$354K	0.52%	43
2014 Q3	$1.83M	Sell	32,406 -351	-1%	-$19.7K	0.74%	38
2014 Q2	$1.81M	Sell	32,757 -223	-0.7%	-$12.2K	0.7%	40
2014 Q1	$1.79M	Sell	32,980 -4,539	-12%	-$235K	0.71%	41
2013 Q4	$1.79M	Sell	37,519 -1,310	-3%	-$59.9K	0.69%	41
2013 Q3	$1.76M	Sell	38,829 -42	-0.1%	-$1.92K	0.7%	41
2013 Q2	$1.72M	Buy	+38,871	New	+$1.74M	0.72%	39

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

Kurt F. Somerville's MRK Position: Q1 2026 in Review

Kurt F. Somerville reduced its Merck (MRK) stake by 6.7% in Q1 2026, selling an estimated $139K and leaving 16,839 shares worth $2.03M. The position accounts for 0.53% of the portfolio, ranked #39.

Kurt F. Somerville first reported a position in MRK in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.76M in Q1 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Kurt F. Somerville held 16,839 shares of Merck worth $2.03M as of Q1 2026.
Kurt F. Somerville sold 1,207 Merck shares in Q1 2026, an estimated $139K.
Merck made up 0.53% of Kurt F. Somerville's portfolio in Q1 2026, its #39 holding.
Kurt F. Somerville first reported a position in Merck in Q2 2013 and has held it in 52 quarters since.
Kurt F. Somerville's Merck position peaked at $2.76M in Q1 2024.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Kurt F. Somerville's 13F filing for Q1 2026, filed 8 May 2026.