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Longfellow Investment Management’s Merck MRK Stock Holding History

Longfellow 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
Q2 		$804K Hold
6,257
– – 0.16% 95
2026
Q1 		$753K Sell
6,257
-5,336
-46% -$616K 0.16% 92
2025
Q4 		$1.22M Sell
11,593
-7,783
-40% -$731K 0.28% 60
2025
Q3 		$1.63M Hold
19,376
– – 0.39% 41
2025
Q2 		$1.53M Hold
19,376
– – 0.38% 42
2025
Q1 		$1.74M Buy
19,376
+3,282
+20% +$306K 0.42% 30
2024
Q4 		$1.6M Buy
16,094
+4,369
+37% +$450K 0.41% 30
2024
Q3 		$1.33M Buy
11,725
+3,949
+51% +$469K 0.33% 42
2024
Q2 		$963K Buy
7,776
+51
+0.7% +$6.57K 0.24% 57
2024
Q1 		$1.02M Sell
7,725
-4,092
-35% -$504K 0.23% 53
2023
Q4 		$1.29M Hold
11,817
– – 0.32% 37
2023
Q3 		$1.22M Buy
11,817
+3,211
+37% +$346K 0.32% 46
2023
Q2 		$993K Sell
8,606
-1,420
-14% -$161K 0.23% 64
2023
Q1 		$1.07M Hold
10,026
– – 0.24% 64
2022
Q4 		$1.11M Sell
10,026
-9,260
-48% -$947K 0.25% 70
2022
Q3 		$1.66M Hold
19,286
– – 0.34% 63
2022
Q2 		$1.76M Hold
19,286
– – 0.38% 48
2022
Q1 		$1.58M Hold
19,286
– – 0.26% 100
2021
Q4 		$1.48M Hold
19,286
– – 0.24% 107
2021
Q3 		$1.45M Hold
19,286
– – 0.24% 98
2021
Q2 		$1.5M Sell
19,286
-9,060
-32% -$674K 0.21% 106
2021
Q1 		$2.09M Buy
28,346
+2,643
+10% +$195K 0.25% 99
2020
Q4 		$2.01M Buy
+25,703
New +$1.97M 0.24% 104

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Longfellow Investment Management's MRK Position: Q2 2026 in Review

Longfellow Investment Management held its Merck (MRK) position steady in Q2 2026 at 6,257 shares worth $804K. The position accounts for 0.16% of the portfolio, ranked #95.

Longfellow Investment Management first reported a position in MRK in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.09M in Q1 2021. 3,844 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Longfellow Investment Management held 6,257 shares of Merck worth $804K as of Q2 2026.
  • Longfellow Investment Management left its Merck share count unchanged in Q2 2026.
  • Merck made up 0.16% of Longfellow Investment Management's portfolio in Q2 2026, its #95 holding.
  • Longfellow Investment Management first reported a position in Merck in Q4 2020 and has held it in 23 quarters since.
  • Longfellow Investment Management's Merck position peaked at $2.09M in Q1 2021.
  • 3,844 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Longfellow Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.