MAM
MRK icon

McLean Asset Management’s Merck MRK Stock Holding History

McLean Asset 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 		$476K Buy
3,959
+118
+3% +$13.6K 0.08% 99
2025
Q4 		$426K Buy
3,841
+222
+6% +$20.8K 0.08% 100
2025
Q3 		$321K Buy
3,619
+76
+2% +$6.26K 0.07% 123
2025
Q2 		$292K Buy
3,543
+125
+4% +$9.94K 0.08% 127
2025
Q1 		$270K Sell
3,418
-815
-19% -$76.1K 0.09% 122
2024
Q4 		$421K Buy
4,233
+555
+15% +$57.2K 0.13% 85
2024
Q3 		$404K Sell
3,678
-26
-0.7% -$3.09K 0.12% 86
2024
Q2 		$472K Buy
3,704
+120
+3% +$15.5K 0.15% 78
2024
Q1 		$454K Sell
3,584
-12
-0.3% -$1.48K 0.16% 78
2023
Q4 		$422K Sell
3,596
-101
-3% -$10.5K 0.16% 76
2023
Q3 		$383K Buy
3,697
+36
+1% +$3.88K 0.16% 77
2023
Q2 		$422K Buy
3,661
+49
+1% +$5.56K 0.17% 76
2023
Q1 		$384K Sell
3,612
-448
-11% -$48.4K 0.16% 80
2022
Q4 		$450K Buy
4,060
+409
+11% +$41.8K 0.15% 68
2022
Q3 		$320K Buy
3,651
+90
+3% +$8.03K 0.12% 86
2022
Q2 		$332K Buy
3,561
+54
+2% +$4.79K 0.13% 81
2022
Q1 		$288K Buy
3,507
+86
+3% +$6.78K 0.21% 83
2021
Q4 		$278K Sell
3,421
-179
-5% -$14.3K 0.11% 99
2021
Q3 		$296K Buy
3,600
+678
+23% +$51.6K 0.11% 94
2021
Q2 		$228K Sell
2,922
-323
-10% -$24K 0.1% 101
2021
Q1 		$240K Sell
3,245
-167
-5% -$12.3K 0.19% 88
2020
Q4 		$266K Buy
+3,412
New +$261K 0.23% 69

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

McLean Asset Management's MRK Position: Q1 2026 in Review

McLean Asset Management increased its Merck (MRK) stake by 3.1% in Q1 2026, buying an estimated $13.6K and bringing the position to 3,959 shares worth $476K. The position accounts for 0.08% of the portfolio, ranked #99.

McLean Asset Management first reported a position in MRK in Q4 2020 and has held it in 22 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • McLean Asset Management held 3,959 shares of Merck worth $476K as of Q1 2026.
  • McLean Asset Management bought 118 Merck shares in Q1 2026, an estimated $13.6K.
  • Merck made up 0.08% of McLean Asset Management's portfolio in Q1 2026, its #99 holding.
  • McLean Asset Management first reported a position in Merck in Q4 2020 and has held it in 22 quarters since.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.