MIM
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Moseley Investment Management’s Merck MRK Stock Holding History

Moseley Investment Management’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 		$524K Hold
4,355
– – 0.17% 83
2025
Q4 		$458K Sell
4,355
-510
-10% -$47.9K 0.14% 100
2025
Q3 		$408K Sell
4,865
-392
-7% -$32.3K 0.12% 111
2025
Q2 		$416K Sell
5,257
-678
-11% -$53.9K 0.14% 106
2025
Q1 		$533K Sell
5,935
-444
-7% -$41.5K 0.21% 83
2024
Q4 		$635K Buy
6,379
+34
+0.5% +$3.5K 0.25% 78
2024
Q3 		$721K Buy
6,345
+17
+0.3% +$2.02K 0.29% 73
2024
Q2 		$783K Sell
6,328
-194
-3% -$25K 0.36% 64
2024
Q1 		$861K Sell
6,522
-161
-2% -$19.8K 0.43% 61
2023
Q4 		$729K Sell
6,683
-212
-3% -$22K 0.41% 59
2023
Q3 		$710K Buy
6,895
+19
+0.3% +$2.05K 0.42% 59
2023
Q2 		$793K Buy
6,876
+547
+9% +$62.1K 0.46% 54
2023
Q1 		$673K Buy
6,329
+82
+1% +$8.85K 0.44% 60
2022
Q4 		$693K Buy
6,247
+150
+2% +$15.3K 0.5% 53
2022
Q3 		$525K Buy
6,097
+185
+3% +$16.5K 0.39% 64
2022
Q2 		$539K Sell
5,912
-104
-2% -$9.22K 0.38% 70
2022
Q1 		$494K Sell
6,016
-153
-2% -$12.1K 0.27% 97
2021
Q4 		$473K Buy
6,169
+315
+5% +$25.1K 0.21% 111
2021
Q3 		$477K Buy
5,854
+464
+9% +$35.3K 0.24% 101
2021
Q2 		$419K Buy
5,390
+1,188
+28% +$88.4K 0.21% 110
2021
Q1 		$309K Buy
4,202
+148
+4% +$10.9K 0.17% 120
2020
Q4 		$316K Buy
4,054
+803
+25% +$61.4K 0.18% 114
2020
Q3 		$257K Buy
3,251
+13
+0.4% +$1.02K 0.18% 111
2020
Q2 		$239K Buy
+3,238
New +$244K 0.2% 115
2019
Q3 		– Sell
-4,346
Closed -$348K – 123
2019
Q2 		$348K Buy
4,346
+883
+25% +$67.6K 0.32% 89
2019
Q1 		$275K Buy
+3,463
New +$259K 0.29% 98

Other funds holding MRK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Moseley Investment Management's MRK Position: Q1 2026 in Review

Moseley Investment Management held its Merck (MRK) position steady in Q1 2026 at 4,355 shares worth $524K. The position accounts for 0.17% of the portfolio, ranked #83.

Moseley Investment Management first reported a position in MRK in Q1 2019 and has held it in 26 quarters since. The position peaked at $861K in Q1 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Moseley Investment Management held 4,355 shares of Merck worth $524K as of Q1 2026.
  • Moseley Investment Management left its Merck share count unchanged in Q1 2026.
  • Merck made up 0.17% of Moseley Investment Management's portfolio in Q1 2026, its #83 holding.
  • Moseley Investment Management first reported a position in Merck in Q1 2019 and has held it in 26 quarters since.
  • Moseley Investment Management's Merck position peaked at $861K in Q1 2024.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.