Mechanics Financial Corp’s Merck MRK Stock Holding History

Mechanics Financial Corp’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	$1.28M	Buy	10,603 +187	+2%	+$21.6K	0.53%	43
2025 Q4	$1.1M	Buy	10,416 +25	+0.2%	+$2.35K	0.4%	50
2025 Q3	$872K	Sell	10,391 -286	-3%	-$23.6K	0.33%	60
2025 Q2	$845K	Sell	10,677 -160	-1%	-$12.7K	0.36%	60
2025 Q1	$973K	Hold	10,837	–	–	0.44%	52
2024 Q4	$1.08M	Sell	10,837 -20	-0.2%	-$2.06K	0.48%	45
2024 Q3	$1.23M	Buy	10,857 +320	+3%	+$38K	0.54%	43
2024 Q2	$1.3M	Buy	10,537 +215	+2%	+$27.7K	0.67%	38
2024 Q1	$1.36M	Buy	10,322 +246	+2%	+$30.3K	0.71%	32
2023 Q4	$1.1M	Buy	10,076 +100	+1%	+$10.4K	0.62%	36
2023 Q3	$1.03M	Hold	9,976	–	–	0.57%	36
2023 Q2	$1.15M	Hold	9,976	–	–	0.63%	31
2023 Q1	$1.06M	Hold	9,976	–	–	0.62%	34
2022 Q4	$1.11M	Buy	9,976 +54	+0.5%	+$5.52K	0.66%	31
2022 Q3	$854K	Buy	9,922 +42	+0.4%	+$3.75K	0.56%	37
2022 Q2	$901K	Buy	9,880 +110	+1%	+$9.75K	0.54%	38
2022 Q1	$802K	Buy	9,770 +100	+1%	+$7.88K	0.41%	46
2021 Q4	$741K	Buy	+9,670	New	+$770K	0.35%	53

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mechanics Financial Corp's MRK Position: Q1 2026 in Review

Mechanics Financial Corp increased its Merck (MRK) stake by 1.8% in Q1 2026, buying an estimated $21.6K and bringing the position to 10,603 shares worth $1.28M. The position accounts for 0.53% of the portfolio, ranked #43.

Mechanics Financial Corp first reported a position in MRK in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.36M in Q1 2024. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Mechanics Financial Corp held 10,603 shares of Merck worth $1.28M as of Q1 2026.
Mechanics Financial Corp bought 187 Merck shares in Q1 2026, an estimated $21.6K.
Merck made up 0.53% of Mechanics Financial Corp's portfolio in Q1 2026, its #43 holding.
Mechanics Financial Corp first reported a position in Merck in Q4 2021 and has held it in 18 quarters since.
Mechanics Financial Corp's Merck position peaked at $1.36M in Q1 2024.
3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Mechanics Financial Corp's 13F filing for Q1 2026, filed 6 May 2026.