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Loudon Investment Management’s Merck MRK Stock Holding History

Loudon 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 		$1.54M Hold
12,803
– – 0.83% 36
2025
Q4 		$1.35M Buy
12,803
+1,151
+10% +$108K 0.7% 39
2025
Q3 		$978K Buy
11,652
+1,550
+15% +$128K 0.51% 50
2025
Q2 		$800K Sell
10,102
-317
-3% -$25.2K 0.44% 57
2025
Q1 		$935K Sell
10,419
-2,889
-22% -$270K 0.53% 49
2024
Q4 		$1.32M Sell
13,308
-150
-1% -$15.5K 0.75% 40
2024
Q3 		$1.53M Hold
13,458
– – 0.84% 37
2024
Q2 		$1.67M Sell
13,458
-75
-0.6% -$9.66K 0.98% 33
2024
Q1 		$1.79M Sell
13,533
-100
-0.7% -$12.3K 1.03% 34
2023
Q4 		$1.49M Sell
13,633
-150
-1% -$15.6K 0.92% 37
2023
Q3 		$1.42M Sell
13,783
-1,174
-8% -$127K 0.98% 33
2023
Q2 		$1.73M Sell
14,957
-2,110
-12% -$240K 1.14% 31
2023
Q1 		$1.82M Sell
17,067
-4,603
-21% -$497K 1.26% 28
2022
Q4 		$2.4M Sell
21,670
-745
-3% -$76.2K 1.74% 22
2022
Q3 		$1.93M Sell
22,415
-7,575
-25% -$676K 1.54% 22
2022
Q2 		$2.73M Sell
29,990
-780
-3% -$69.1K 2.05% 16
2022
Q1 		$2.52M Sell
30,770
-246
-0.8% -$19.4K 1.66% 21
2021
Q4 		$2.38M Sell
31,016
-69
-0.2% -$5.5K 1.52% 20
2021
Q3 		$2.33M Buy
31,085
+7,305
+31% +$556K 1.66% 20
2021
Q2 		$1.85M Buy
+23,780
New +$1.77M 1.26% 30

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

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

Loudon Investment Management held its Merck (MRK) position steady in Q1 2026 at 12,803 shares worth $1.54M. The position accounts for 0.83% of the portfolio, ranked #36.

Loudon Investment Management first reported a position in MRK in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.73M in Q2 2022. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Loudon Investment Management held 12,803 shares of Merck worth $1.54M as of Q1 2026.
  • Loudon Investment Management left its Merck share count unchanged in Q1 2026.
  • Merck made up 0.83% of Loudon Investment Management's portfolio in Q1 2026, its #36 holding.
  • Loudon Investment Management first reported a position in Merck in Q2 2021 and has held it in 20 quarters since.
  • Loudon Investment Management's Merck position peaked at $2.73M in Q2 2022.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Loudon Investment Management's 13F filing for Q1 2026, filed 11 May 2026.