MCM
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Marathon Capital Management’s Merck MRK Stock Holding History

Marathon 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
2026
Q1 		$2.85M Sell
23,685
-9,980
-30% -$1.15M 0.64% 45
2025
Q4 		$3.54M Sell
33,665
-487
-1% -$45.7K 0.76% 43
2025
Q3 		$2.87M Sell
34,152
-375
-1% -$30.9K 0.66% 43
2025
Q2 		$2.73M Sell
34,527
-482
-1% -$38.3K 0.7% 41
2025
Q1 		$3.14M Buy
35,009
+2,895
+9% +$270K 0.84% 36
2024
Q4 		$3.19M Buy
32,114
+150
+0.5% +$15.5K 0.8% 33
2024
Q3 		$3.63M Sell
31,964
-100
-0.3% -$11.9K 0.88% 33
2024
Q2 		$3.97M Sell
32,064
-240
-0.7% -$30.9K 1.01% 26
2024
Q1 		$4.26M Sell
32,304
-400
-1% -$49.3K 1.02% 27
2023
Q4 		$3.57M Sell
32,704
-375
-1% -$38.9K 0.9% 32
2023
Q3 		$3.41M Sell
33,079
-555
-2% -$59.8K 0.86% 31
2023
Q2 		$3.88M Sell
33,634
-850
-2% -$96.5K 0.96% 26
2023
Q1 		$3.67M Sell
34,484
-11,261
-25% -$1.22M 0.9% 30
2022
Q4 		$5.08M Sell
45,745
-820
-2% -$83.8K 1.4% 16
2022
Q3 		$4.01M Sell
46,565
-69
-0.1% -$6.16K 1.15% 18
2022
Q2 		$4.25M Buy
46,634
+40
+0.1% +$3.55K 1.37% 17
2022
Q1 		$3.82M Buy
46,594
+505
+1% +$39.8K 1.1% 24
2021
Q4 		$3.53M Sell
46,089
-3,386
-7% -$270K 0.83% 30
2021
Q3 		$3.72M Buy
49,475
+2,171
+5% +$165K 0.84% 22
2021
Q2 		$3.68M Buy
47,304
+33,482
+242% +$2.49M 0.85% 24
2021
Q1 		$1.02M Buy
13,822
+969
+8% +$71.5K 0.27% 55
2020
Q4 		$1M Hold
12,853
– – 0.3% 56
2020
Q3 		$1.02M Sell
12,853
-415
-3% -$32.5K 0.37% 46
2020
Q2 		$979K Sell
13,268
-63
-0.5% -$4.74K 0.38% 45
2020
Q1 		$978K Sell
13,331
-679
-5% -$53.4K 0.45% 37
2019
Q4 		$1.22M Buy
14,010
+2,843
+25% +$234K 0.41% 43
2019
Q3 		$897K Sell
11,167
-8
-0.1% -$641 0.36% 43
2019
Q2 		$894K Sell
11,175
-120
-1% -$9.19K 0.36% 44
2019
Q1 		$896K Sell
11,295
-607
-5% -$45.4K 0.4% 40
2018
Q4 		$867K Sell
11,902
-168
-1% -$11.9K 0.43% 41
2018
Q3 		$817K Sell
12,070
-838
-6% -$53.4K 0.32% 50
2018
Q2 		$747K Sell
12,908
-26
-0.2% -$1.47K 0.28% 48
2018
Q1 		$672K Buy
12,934
+235
+2% +$12.7K 0.26% 47
2017
Q4 		$681K Buy
12,699
+149
+1% +$8.26K 0.27% 44
2017
Q3 		$767K Sell
12,550
-52
-0.4% -$3.15K 0.32% 38
2017
Q2 		$771K Buy
12,602
+8
+0.1% +$487 0.36% 38
2017
Q1 		$764K Buy
+12,594
New +$764K 0.38% 39
2016
Q4 		– Sell
-12,610
Closed -$751K – 94
2016
Q3 		$751K Buy
+12,610
New +$737K 0.37% 40
2016
Q2 		– Sell
-13,396
Closed -$676K – 91
2016
Q1 		$676K Sell
13,396
-1,473
-10% -$72.1K 0.35% 38
2015
Q4 		$749K Sell
14,869
-65
-0.4% -$3.28K 0.4% 34
2015
Q3 		$704K Buy
14,934
+369
+3% +$19.6K 0.36% 37
2015
Q2 		$791K Sell
14,565
-223
-2% -$12.5K 0.36% 37
2015
Q1 		$811K Buy
14,788
+576
+4% +$32.6K 0.36% 35
2014
Q4 		$770K Hold
14,212
– – 0.71% 35
2014
Q3 		$804K Sell
14,212
-891
-6% -$50K 0.72% 36
2014
Q2 		$834K Sell
15,103
-393
-3% -$21.4K 0.67% 36
2014
Q1 		$839K Sell
15,496
-576
-4% -$29.8K 0.63% 34
2013
Q4 		$768K Hold
16,072
– – 0.55% 35
2013
Q3 		$730K Sell
16,072
-1,506
-9% -$68.8K 0.63% 33
2013
Q2 		$779K Buy
+17,578
New +$785K 0.66% 34

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

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

Marathon Capital Management reduced its Merck (MRK) stake by 30% in Q1 2026, selling an estimated $1.15M and leaving 23,685 shares worth $2.85M. The position accounts for 0.64% of the portfolio, ranked #45.

Marathon Capital Management first reported a position in MRK in Q2 2013 and has held it in 50 quarters since. The position peaked at $5.08M in Q4 2022. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Marathon Capital Management held 23,685 shares of Merck worth $2.85M as of Q1 2026.
  • Marathon Capital Management sold 9,980 Merck shares in Q1 2026, an estimated $1.15M.
  • Merck made up 0.64% of Marathon Capital Management's portfolio in Q1 2026, its #45 holding.
  • Marathon Capital Management first reported a position in Merck in Q2 2013 and has held it in 50 quarters since.
  • Marathon Capital Management's Merck position peaked at $5.08M in Q4 2022.
  • 3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Marathon Capital Management's 13F filing for Q1 2026, filed 14 May 2026.