Midwest Trust’s Merck MRK Stock Holding History

Midwest Trust’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	$89.9M	Sell	747,618 -19,353	-3%	-$2.23M	1.12%	18
2025 Q4	$80.7M	Buy	766,971 +7,847	+1%	+$737K	1.01%	25
2025 Q3	$63.7M	Buy	759,124 +24,910	+3%	+$2.05M	0.83%	30
2025 Q2	$58.1M	Buy	+734,214	New	+$58.4M	0.8%	31

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

Midwest Trust's MRK Position: Q1 2026 in Review

Midwest Trust reduced its Merck (MRK) stake by 2.5% in Q1 2026, selling an estimated $2.23M and leaving 747,618 shares worth $89.9M. The position accounts for 1.12% of the portfolio, ranked #18.

Midwest Trust first reported a position in MRK in Q2 2025 and has held it in 4 quarters since. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Midwest Trust held 747,618 shares of Merck worth $89.9M as of Q1 2026.
Midwest Trust sold 19,353 Merck shares in Q1 2026, an estimated $2.23M.
Merck made up 1.12% of Midwest Trust's portfolio in Q1 2026, its #18 holding.
Midwest Trust first reported a position in Merck in Q2 2025 and has held it in 4 quarters since.
3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.