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 Q2	$1.73M	Hold	13,469	–	–	0.49%	56
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MTM Investment Management's MRK Position: Q2 2026 in Review

MTM Investment Management held its Merck (MRK) position steady in Q2 2026 at 13,469 shares worth $1.73M. The position accounts for 0.49% of the portfolio, ranked #56.

MTM Investment Management first reported a position in MRK in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.83M in Q1 2024. 3,844 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

MTM Investment Management held 13,469 shares of Merck worth $1.73M as of Q2 2026.
MTM Investment Management left its Merck share count unchanged in Q2 2026.
Merck made up 0.49% of MTM Investment Management's portfolio in Q2 2026, its #56 holding.
MTM Investment Management first reported a position in Merck in Q4 2020 and has held it in 23 quarters since.
MTM Investment Management's Merck position peaked at $1.83M in Q1 2024.
3,844 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.