Montis Financial’s Merck MRK Stock Holding History

Montis Financial’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	$313K	Buy	2,603 +376	+17%	+$43.4K	0.06%	124
2025 Q4	$234K	Buy	+2,227	New	+$209K	0.05%	140
2025 Q1	–	Sell	-2,078	Closed	-$207K	–	147
2024 Q4	$207K	Buy	+2,078	New	+$214K	0.06%	132
2023 Q3	–	Sell	-2,726	Closed	-$314K	–	71
2023 Q2	$314K	Buy	2,726 +141	+5%	+$16K	0.21%	44
2023 Q1	$275K	Hold	2,585	–	–	0.21%	46
2022 Q4	$287K	Sell	2,585 -27	-1%	-$2.76K	0.24%	42
2022 Q3	$225K	Sell	2,612 -326	-11%	-$29.1K	0.22%	52
2022 Q2	$268K	Hold	2,938	–	–	0.25%	46
2022 Q1	$241K	Sell	2,938 -11	-0.4%	-$867	0.19%	60
2021 Q4	$226K	Hold	2,949	–	–	0.16%	81
2021 Q3	$245K	Sell	2,949 -1,973	-40%	-$150K	0.21%	54
2021 Q2	$383K	Sell	4,922 -411	-8%	-$30.6K	0.32%	42
2021 Q1	$392K	Buy	5,333 +11	+0.2%	+$811	0.37%	38
2020 Q4	$391K	Buy	+5,322	New	+$407K	0.39%	37

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

Montis Financial's MRK Position: Q1 2026 in Review

Montis Financial increased its Merck (MRK) stake by 17% in Q1 2026, buying an estimated $43.4K and bringing the position to 2,603 shares worth $313K. The position accounts for 0.06% of the portfolio, ranked #124.

Montis Financial first reported a position in MRK in Q4 2020 and has held it in 14 quarters since. The position peaked at $392K in Q1 2021. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Montis Financial held 2,603 shares of Merck worth $313K as of Q1 2026.
Montis Financial bought 376 Merck shares in Q1 2026, an estimated $43.4K.
Merck made up 0.06% of Montis Financial's portfolio in Q1 2026, its #124 holding.
Montis Financial first reported a position in Merck in Q4 2020 and has held it in 14 quarters since.
Montis Financial's Merck position peaked at $392K in Q1 2021.
3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.