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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
2020
Q1 		– Sell
-44,540
Closed -$1K – 150
2019
Q4 		$1K Buy
+44,540
New +$3.66M ﹤0.01% 148

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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. 3,789 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.
  • 3,789 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.