MOTCO’s Merck MRK Stock Holding History

MOTCO’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	$5.79M	Buy	48,161 +178	+0.4%	+$20.6K	0.54%	63
2025 Q4	$5.05M	Sell	47,983 -493	-1%	-$46.3K	0.46%	73
2025 Q3	$4.07M	Sell	48,476 -97,294	-67%	-$8.01M	0.37%	89
2025 Q2	$11.4M	Buy	145,770 +7,193	+5%	+$572K	1.09%	33
2025 Q1	$12.4M	Buy	138,577 +3,338	+2%	+$312K	1.31%	16
2024 Q4	$13.5M	Buy	135,239 +3,527	+3%	+$364K	1.38%	15
2024 Q3	$15M	Sell	131,712 -8,880	-6%	-$1.05M	1.5%	7
2024 Q2	$17.4M	Buy	140,592 +47	+0%	+$6.05K	1.03%	19
2024 Q1	$18.5M	Sell	140,545 -1,271	-0.9%	-$157K	1.11%	19
2023 Q4	$15.5M	Sell	141,816 -7,250	-5%	-$753K	0.99%	21
2023 Q3	$15.3M	Sell	149,066 -8,850	-6%	-$954K	1.05%	19
2023 Q2	$18.2M	Sell	157,916 -10,129	-6%	-$1.15M	1.19%	16
2023 Q1	$17.9M	Sell	168,045 -5,174	-3%	-$559K	1.21%	16
2022 Q4	$19.2M	Sell	173,219 -7,805	-4%	-$798K	1.43%	11
2022 Q3	$15.6M	Buy	181,024 +1,434	+0.8%	+$128K	1.23%	15
2022 Q2	$16.4M	Sell	179,590 -13,551	-7%	-$1.2M	1.23%	14
2022 Q1	$15.8M	Buy	193,141 +4,057	+2%	+$320K	1.03%	20
2021 Q4	$14.5M	Buy	189,084 +940	+0.5%	+$74.9K	0.9%	24
2021 Q3	$14.1M	Buy	188,144 +10,795	+6%	+$821K	0.92%	23
2021 Q2	$13.8M	Buy	177,349 +6,467	+4%	+$481K	0.9%	24
2021 Q1	$12.6M	Buy	170,882 +15,036	+10%	+$1.11M	0.89%	24
2020 Q4	$12.2M	Buy	155,846 +8,643	+6%	+$661K	0.89%	24
2020 Q3	$11.7M	Buy	147,203 +1,384	+0.9%	+$108K	0.93%	24
2020 Q2	$10.8M	Buy	145,819 +2,147	+1%	+$162K	0.93%	27
2020 Q1	$10.5M	Buy	143,672 +3,418	+2%	+$269K	1.06%	19
2019 Q4	$12.2M	Buy	140,254 +1,956	+1%	+$161K	1.02%	19
2019 Q3	$11.1M	Buy	138,298 +68,843	+99%	+$5.52M	1%	19
2019 Q2	$5.56M	Buy	69,455 +792	+1%	+$60.6K	0.52%	60
2019 Q1	$5.45M	Sell	68,663 -5,885	-8%	-$440K	0.54%	56
2018 Q4	$5.43M	Sell	74,548 -1,411	-2%	-$99.6K	0.6%	43
2018 Q3	$5.14M	Buy	75,959 +8,860	+13%	+$564K	0.51%	63
2018 Q2	$3.89M	Buy	67,099 +1,721	+3%	+$97.1K	0.4%	84
2018 Q1	$3.4M	Buy	65,378 +5,372	+9%	+$290K	0.35%	90
2017 Q4	$3.22M	Buy	60,006 +2,431	+4%	+$135K	0.33%	101
2017 Q3	$3.52M	Sell	57,575 -20,764	-27%	-$1.26M	0.36%	88
2017 Q2	$4.79M	Buy	78,339 +21,734	+38%	+$1.32M	0.5%	64
2017 Q1	$3.43M	Sell	56,605 -265	-0.5%	-$16.1K	0.37%	91
2016 Q4	$3.19M	Sell	56,870 -1,407	-2%	-$82.3K	0.36%	102
2016 Q3	$3.47M	Sell	58,277 -56	-0.1%	-$3.27K	0.39%	91
2016 Q2	$3.21M	Sell	58,333 -777	-1%	-$41.4K	0.36%	97
2016 Q1	$2.98M	Buy	59,110 +1,113	+2%	+$54.5K	0.34%	98
2015 Q4	$2.92M	Buy	57,997 +1,086	+2%	+$54.8K	0.35%	98
2015 Q3	$2.68M	Buy	56,911 +2,116	+4%	+$112K	0.32%	99
2015 Q2	$2.98M	Buy	54,795 +781	+1%	+$43.8K	0.34%	97
2015 Q1	$2.96M	Sell	54,014 -1,424	-3%	-$80.6K	0.33%	96
2014 Q4	$3M	Sell	55,438 -3,662	-6%	-$204K	0.32%	98
2014 Q3	$3.34M	Buy	59,100 +1,964	+3%	+$110K	0.35%	97
2014 Q2	$3.15M	Buy	57,136 +3,071	+6%	+$168K	0.35%	100
2014 Q1	$2.93M	Buy	54,065 +48	+0.1%	+$2.49K	0.34%	99
2013 Q4	$2.58M	Buy	54,017 +190	+0.4%	+$8.69K	0.3%	108
2013 Q3	$2.45M	Buy	53,827 +2,298	+4%	+$105K	0.3%	108
2013 Q2	$2.28M	Buy	+51,529	New	+$2.3M	0.29%	106

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

MOTCO's MRK Position: Q1 2026 in Review

MOTCO increased its Merck (MRK) stake by 0.37% in Q1 2026, buying an estimated $20.6K and bringing the position to 48,161 shares worth $5.79M. The position accounts for 0.54% of the portfolio, ranked #63.

MOTCO first reported a position in MRK in Q2 2013 and has held it in 52 quarters since. The position peaked at $19.2M in Q4 2022. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

MOTCO held 48,161 shares of Merck worth $5.79M as of Q1 2026.
MOTCO bought 178 Merck shares in Q1 2026, an estimated $20.6K.
Merck made up 0.54% of MOTCO's portfolio in Q1 2026, its #63 holding.
MOTCO first reported a position in Merck in Q2 2013 and has held it in 52 quarters since.
MOTCO's Merck position peaked at $19.2M in Q4 2022.
3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.