MTM Investment Management’s Merck MRK Stock Holding History

MTM 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	$1.62M	Hold	13,469	–	–	0.51%	51
2025 Q4	$1.42M	Sell	13,469 -12	-0.1%	-$1.13K	0.45%	59
2025 Q3	$1.13M	Hold	13,481	–	–	0.36%	75
2025 Q2	$1.07M	Hold	13,481	–	–	0.36%	75
2025 Q1	$1.17M	Sell	13,481 -48	-0.4%	-$4.48K	0.45%	60
2024 Q4	$1.35M	Sell	13,529 -70	-0.5%	-$7.22K	0.52%	52
2024 Q3	$1.49M	Sell	13,599 -249	-2%	-$29.6K	0.58%	46
2024 Q2	$1.71M	Hold	13,848	–	–	0.7%	41
2024 Q1	$1.83M	Buy	13,848 +191	+1%	+$23.5K	0.75%	37
2023 Q4	$1.49M	Hold	13,657	–	–	0.68%	42
2023 Q3	$1.41M	Hold	13,657	–	–	0.71%	41
2023 Q2	$1.58M	Hold	13,657	–	–	0.77%	34
2023 Q1	$1.45M	Buy	13,657 +4,700	+52%	+$507K	0.75%	35
2022 Q4	$994K	Hold	8,957	–	–	0.52%	60
2022 Q3	$771K	Hold	8,957	–	–	0.44%	68
2022 Q2	$828K	Hold	8,957	–	–	0.45%	67
2022 Q1	$735K	Buy	8,957 +70	+0.8%	+$5.52K	0.36%	83
2021 Q4	$681K	Sell	8,887 -375	-4%	-$29.9K	0.32%	90
2021 Q3	$696K	Sell	9,262 -2,107	-19%	-$160K	0.38%	82
2021 Q2	$884K	Sell	11,369 -2,509	-18%	-$187K	0.46%	68
2021 Q1	$1.02M	Buy	13,878 +391	+3%	+$28.8K	0.58%	58
2020 Q4	$1.05M	Buy	+13,487	New	+$1.03M	0.65%	50

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

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

MTM Investment Management held its Merck (MRK) position steady in Q1 2026 at 13,469 shares worth $1.62M. The position accounts for 0.51% of the portfolio, ranked #51.

MTM Investment Management first reported a position in MRK in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.83M in Q1 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

MTM Investment Management held 13,469 shares of Merck worth $1.62M as of Q1 2026.
MTM Investment Management left its Merck share count unchanged in Q1 2026.
Merck made up 0.51% of MTM Investment Management's portfolio in Q1 2026, its #51 holding.
MTM Investment Management first reported a position in Merck in Q4 2020 and has held it in 22 quarters since.
MTM Investment Management's Merck position peaked at $1.83M in Q1 2024.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on MTM Investment Management's 13F filing for Q1 2026, filed 6 May 2026.