MIM
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Marshall Investment Management’s Merck MRK Stock Holding History

Marshall 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 		$64.3K Sell
500
-43
-8% -$5.03K 0.03% 116
2026
Q1 		$65.3K Buy
+543
New +$62.7K 0.03% 110
2025
Q2 		– Sell
-350
Closed -$31.4K – 144
2025
Q1 		$31.4K Sell
350
-20
-5% -$1.87K 0.02% 126
2024
Q4 		$42.1K Buy
+370
New +$38.1K 0.02% 106

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

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

Marshall Investment Management reduced its Merck (MRK) stake by 7.9% in Q2 2026, selling an estimated $5.03K and leaving 500 shares worth $64.3K. The position accounts for 0.03% of the portfolio, ranked #116.

Marshall Investment Management first reported a position in MRK in Q4 2024 and has held it in 4 quarters since. The position peaked at $65.3K in Q1 2026. 3,818 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Marshall Investment Management held 500 shares of Merck worth $64.3K as of Q2 2026.
  • Marshall Investment Management sold 43 Merck shares in Q2 2026, an estimated $5.03K.
  • Merck made up 0.03% of Marshall Investment Management's portfolio in Q2 2026, its #116 holding.
  • Marshall Investment Management first reported a position in Merck in Q4 2024 and has held it in 4 quarters since.
  • Marshall Investment Management's Merck position peaked at $65.3K in Q1 2026.
  • 3,818 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.