MA
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MBA Advisors’s Merck MRK Stock Holding History

MBA Advisors’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 		$1.29M Sell
10,737
-221
-2% -$25.5K 0.5% 44
2025
Q4 		$1.15M Buy
10,958
+1,165
+12% +$109K 0.46% 48
2025
Q3 		$822K Buy
9,793
+2,203
+29% +$181K 0.35% 61
2025
Q2 		$601K Buy
7,590
+3,047
+67% +$242K 0.28% 73
2025
Q1 		$408K Buy
4,543
+198
+5% +$18.5K 0.2% 89
2024
Q4 		$432K Sell
4,345
-159
-4% -$16.4K 0.22% 83
2024
Q3 		$511K Sell
4,504
-16
-0.4% -$1.9K 0.25% 77
2024
Q2 		$560K Buy
4,520
+4
+0.1% +$515 0.29% 69
2024
Q1 		$596K Sell
4,516
-334
-7% -$41.2K 0.31% 70
2023
Q4 		$529K Buy
4,850
+25
+0.5% +$2.6K 0.29% 75
2023
Q3 		$497K Buy
4,825
+4
+0.1% +$431 0.3% 71
2023
Q2 		$556K Sell
4,821
-384
-7% -$43.6K 0.33% 67
2023
Q1 		$554K Sell
5,205
-14
-0.3% -$1.51K 0.34% 67
2022
Q4 		$579K Buy
5,219
+5
+0.1% +$511 0.38% 64
2022
Q3 		$449K Buy
5,214
+5
+0.1% +$446 0.32% 70
2022
Q2 		$475K Buy
5,209
+5
+0.1% +$443 0.33% 69
2022
Q1 		$427K Sell
5,204
-1,845
-26% -$145K 0.26% 88
2021
Q4 		$540K Buy
7,049
+1,855
+36% +$148K 0.33% 76
2021
Q3 		$390K Buy
5,194
+5
+0.1% +$380 0.29% 85
2021
Q2 		$404 Sell
5,189
-244
-4% -$18.1K 0.19% 87
2021
Q1 		$400 Buy
+5,433
New +$401K 0.22% 86

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

MBA Advisors's MRK Position: Q1 2026 in Review

MBA Advisors reduced its Merck (MRK) stake by 2% in Q1 2026, selling an estimated $25.5K and leaving 10,737 shares worth $1.29M. The position accounts for 0.5% of the portfolio, ranked #44.

MBA Advisors first reported a position in MRK in Q1 2021 and has held it in 21 quarters since. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • MBA Advisors held 10,737 shares of Merck worth $1.29M as of Q1 2026.
  • MBA Advisors sold 221 Merck shares in Q1 2026, an estimated $25.5K.
  • Merck made up 0.5% of MBA Advisors's portfolio in Q1 2026, its #44 holding.
  • MBA Advisors first reported a position in Merck in Q1 2021 and has held it in 21 quarters since.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on MBA Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.