Michael J. Puzo’s Merck MRK Stock Holding History

Michael J. Puzo’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	$2.11M	Hold	17,553	–	–	0.61%	35
2025 Q4	$1.85M	Hold	17,553	–	–	0.5%	37
2025 Q3	$1.47M	Sell	17,553 -405	-2%	-$33.4K	0.4%	38
2025 Q2	$1.42M	Hold	17,958	–	–	0.41%	40
2025 Q1	$1.61M	Sell	17,958 -245	-1%	-$22.9K	0.46%	38
2024 Q4	$1.81M	Sell	18,203 -1,500	-8%	-$155K	0.51%	36
2024 Q3	$2.24M	Sell	19,703 -1,102	-5%	-$131K	0.58%	36
2024 Q2	$2.58M	Sell	20,805 -505	-2%	-$65K	0.71%	35
2024 Q1	$2.81M	Sell	21,310 -940	-4%	-$116K	0.78%	33
2023 Q4	$2.43M	Sell	22,250 -85	-0.4%	-$8.82K	0.77%	34
2023 Q3	$2.3M	Sell	22,335 -540	-2%	-$58.2K	0.78%	33
2023 Q2	$2.64M	Sell	22,875 -225	-1%	-$25.5K	0.84%	36
2023 Q1	$2.46M	Sell	23,100 -250	-1%	-$27K	0.82%	37
2022 Q4	$2.59M	Hold	23,350	–	–	0.94%	32
2022 Q3	$2.01M	Hold	23,350	–	–	0.76%	38
2022 Q2	$2.13M	Sell	23,350 -350	-1%	-$31K	0.76%	38
2022 Q1	$1.95M	Sell	23,700 -300	-1%	-$23.7K	0.59%	42
2021 Q4	$1.84M	Hold	24,000	–	–	0.52%	42
2021 Q3	$1.8M	Hold	24,000	–	–	0.57%	40
2021 Q2	$1.87M	Sell	24,000 -1,257	-5%	-$93.5K	0.58%	41
2021 Q1	$1.86M	Hold	25,257	–	–	0.59%	41
2020 Q4	$1.97M	Hold	25,257	–	–	0.64%	38
2020 Q3	$2M	Sell	25,257 -105	-0.4%	-$8.22K	0.71%	38
2020 Q2	$1.87M	Sell	25,362 -314	-1%	-$23.6K	0.7%	39
2020 Q1	$1.89M	Buy	25,676 +524	+2%	+$41.2K	0.83%	37
2019 Q4	$2.18M	Sell	25,152 -767	-3%	-$63K	0.78%	37
2019 Q3	$2.08M	Sell	25,919 -839	-3%	-$67.2K	0.78%	37
2019 Q2	$2.14M	Sell	26,758 -838	-3%	-$64.2K	0.8%	37
2019 Q1	$2.19M	Sell	27,596 -2,515	-8%	-$188K	0.85%	35
2018 Q4	$2.2M	Sell	30,111 -335	-1%	-$23.6K	0.98%	34
2018 Q3	$2.06M	Sell	30,446 -891	-3%	-$56.8K	0.78%	36
2018 Q2	$1.81M	Sell	31,337 -839	-3%	-$47.3K	0.77%	35
2018 Q1	$1.67M	Sell	32,176 -524	-2%	-$28.3K	0.71%	36
2017 Q4	$1.75M	Buy	32,700 +2,903	+10%	+$161K	0.72%	37
2017 Q3	$1.82M	Sell	29,797 -419	-1%	-$25.4K	0.95%	34
2017 Q2	$1.85M	Sell	30,216 -483	-2%	-$29.4K	1%	34
2017 Q1	$1.86M	Sell	30,699 -73	-0.2%	-$4.43K	1.03%	34
2016 Q4	$1.73M	Hold	30,772	–	–	1%	35
2016 Q3	$1.83M	Buy	30,772 +2,043	+7%	+$119K	1.06%	34
2016 Q2	$1.58M	Hold	28,729	–	–	1.04%	34
2016 Q1	$1.45M	Hold	28,729	–	–	0.96%	37
2015 Q4	$1.45M	Sell	28,729 -136	-0.5%	-$6.86K	1.01%	36
2015 Q3	$1.36M	Sell	28,865 -451	-2%	-$24K	0.97%	37
2015 Q2	$1.59M	Hold	29,316	–	–	1.03%	36
2015 Q1	$1.61M	Hold	29,316	–	–	1.03%	36
2014 Q4	$1.59M	Buy	29,316 +325	+1%	+$18.1K	1.04%	33
2014 Q3	$1.64M	Sell	28,991 -879	-3%	-$49.4K	1.12%	31
2014 Q2	$1.65M	Hold	29,870	–	–	1.14%	32
2014 Q1	$1.62M	Hold	29,870	–	–	1.16%	32
2013 Q4	$1.43M	Hold	29,870	–	–	1.04%	35
2013 Q3	$1.36M	Hold	29,870	–	–	1.13%	31
2013 Q2	$1.32M	Buy	+29,870	New	+$1.33M	1.16%	29

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

Michael J. Puzo's MRK Position: Q1 2026 in Review

Michael J. Puzo held its Merck (MRK) position steady in Q1 2026 at 17,553 shares worth $2.11M. The position accounts for 0.61% of the portfolio, ranked #35.

Michael J. Puzo first reported a position in MRK in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.81M in Q1 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Michael J. Puzo held 17,553 shares of Merck worth $2.11M as of Q1 2026.
Michael J. Puzo left its Merck share count unchanged in Q1 2026.
Merck made up 0.61% of Michael J. Puzo's portfolio in Q1 2026, its #35 holding.
Michael J. Puzo first reported a position in Merck in Q2 2013 and has held it in 52 quarters since.
Michael J. Puzo's Merck position peaked at $2.81M in Q1 2024.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Michael J. Puzo's 13F filing for Q1 2026, filed 7 May 2026.