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Means Investment Company’s Merck MRK Stock Holding History

Means Investment Company’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 		$3.37M Sell
28,024
-1,000
-3% -$115K 0.29% 44
2025
Q4 		$3.06M Sell
29,024
-199
-0.7% -$18.7K 0.26% 47
2025
Q3 		$2.45M Sell
29,223
-173
-0.6% -$14.2K 0.21% 55
2025
Q2 		$2.33M Buy
29,396
+21
+0.1% +$1.67K 0.22% 53
2025
Q1 		$2.64M Sell
29,375
-1,270
-4% -$119K 0.28% 52
2024
Q4 		$3.05M Sell
30,645
-32
-0.1% -$3.3K 0.32% 50
2024
Q3 		$3.48M Sell
30,677
-175
-0.6% -$20.8K 0.39% 46
2024
Q2 		$3.82M Sell
30,852
-435
-1% -$56K 0.46% 38
2024
Q1 		$4.13M Sell
31,287
-477
-2% -$58.8K 0.53% 35
2023
Q4 		$3.46M Sell
31,764
-252
-0.8% -$26.2K 0.5% 41
2023
Q3 		$3.3M Sell
32,016
-868
-3% -$93.6K 0.54% 40
2023
Q2 		$3.79M Sell
32,884
-251
-0.8% -$28.5K 0.6% 37
2023
Q1 		$3.53M Sell
33,135
-315
-0.9% -$34K 0.62% 37
2022
Q4 		$3.71M Sell
33,450
-22
-0.1% -$2.25K 0.74% 32
2022
Q3 		$2.88M Sell
33,472
-168
-0.5% -$15K 0.63% 36
2022
Q2 		$3.07M Sell
33,640
-121
-0.4% -$10.7K 0.65% 34
2022
Q1 		$2.77M Sell
33,761
-156
-0.5% -$12.3K 0.5% 40
2021
Q4 		$2.6M Sell
33,917
-1,760
-5% -$140K 0.46% 43
2021
Q3 		$2.68M Sell
35,677
-1,026
-3% -$78K 0.53% 45
2021
Q2 		$2.85M Sell
36,703
-1,710
-4% -$127K 0.57% 36
2021
Q1 		$2.83M Buy
38,413
+113
+0.3% +$8.34K 0.64% 35
2020
Q4 		$2.73M Buy
38,300
+16
+0% +$1.22K 0.62% 35
2020
Q3 		$2.94M Buy
38,284
+88
+0.2% +$6.89K 0.81% 27
2020
Q2 		$2.95M Buy
38,196
+633
+2% +$47.7K 0.92% 25
2020
Q1 		$2.87M Buy
37,563
+232
+0.6% +$18.2K 1.11% 23
2019
Q4 		$3.24M Buy
37,331
+4,922
+15% +$404K 1.09% 22
2019
Q3 		$2.6M Buy
32,409
+160
+0.5% +$12.8K 0.98% 28
2019
Q2 		$2.61M Sell
32,249
-258
-0.8% -$19.8K 1.07% 24
2019
Q1 		$2.58M Buy
32,507
+10,995
+51% +$822K 1.13% 25
2018
Q4 		$1.57M Buy
+21,512
New +$1.52M 0.87% 33

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

Means Investment Company's MRK Position: Q1 2026 in Review

Means Investment Company reduced its Merck (MRK) stake by 3.4% in Q1 2026, selling an estimated $115K and leaving 28,024 shares worth $3.37M. The position accounts for 0.29% of the portfolio, ranked #44.

Means Investment Company first reported a position in MRK in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.13M in Q1 2024. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Means Investment Company held 28,024 shares of Merck worth $3.37M as of Q1 2026.
  • Means Investment Company sold 1,000 Merck shares in Q1 2026, an estimated $115K.
  • Merck made up 0.29% of Means Investment Company's portfolio in Q1 2026, its #44 holding.
  • Means Investment Company first reported a position in Merck in Q4 2018 and has held it in 30 quarters since.
  • Means Investment Company's Merck position peaked at $4.13M in Q1 2024.
  • 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.