MCM
MRK icon

MAI Capital Management’s Merck MRK Stock Holding History

MAI 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
2023
Q3 		– Sell
-3,900
Closed -$450K – 1099
2023
Q2 		$450K Hold
3,900
– – 0.01% 680
2023
Q1 		$415K Buy
+3,900
New +$421K 0.01% 697

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

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

MAI Capital Management increased its Merck (MRK) stake by 3.6% in Q1 2026, buying an estimated $1.33M and bringing the position to 335,023 shares worth $40.3M. The position accounts for 0.23% of the portfolio, ranked #95.

MAI Capital Management first reported a position in MRK in Q2 2013 and has held it in 52 quarters since. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • MAI Capital Management held 335,023 shares of Merck worth $40.3M as of Q1 2026.
  • MAI Capital Management bought 11,532 Merck shares in Q1 2026, an estimated $1.33M.
  • Merck made up 0.23% of MAI Capital Management's portfolio in Q1 2026, its #95 holding.
  • MAI Capital Management first reported a position in Merck in Q2 2013 and has held it in 52 quarters since.
  • 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.