Nalls Sherbakoff Group’s Merck MRK Stock Holding History

Nalls Sherbakoff Group’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	$194K	Sell	1,511 -341	-18%	-$39.9K	0.14%	99
2026 Q1	$223K	Sell	1,852 -105	-5%	-$12.1K	0.16%	94
2025 Q4	$206K	Sell	1,957 -59	-3%	-$5.54K	0.15%	101
2025 Q3	$169K	Buy	2,016 +2	+0.1%	+$165	0.11%	112
2025 Q2	$159K	Buy	2,014 +177	+10%	+$14.1K	0.12%	110
2025 Q1	$165K	Buy	+1,837	New	+$172K	0.13%	100
2023 Q4	$182K	Sell	1,673 -16	-0.9%	-$1.66K	0.16%	89
2023 Q3	$174K	Hold	1,689	–	–	0.17%	85
2023 Q2	$186K	Sell	1,689 -500	-23%	-$56.8K	0.18%	79
2023 Q1	$232K	Buy	+2,189	New	+$236K	0.23%	64
2018 Q4	$103K	Buy	+1,418	New	+$100K	0.16%	75

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

Nalls Sherbakoff Group's MRK Position: Q2 2026 in Review

Nalls Sherbakoff Group reduced its Merck (MRK) stake by 18% in Q2 2026, selling an estimated $39.9K and leaving 1,511 shares worth $194K. The position accounts for 0.14% of the portfolio, ranked #99.

Nalls Sherbakoff Group first reported a position in MRK in Q4 2018 and has held it in 11 quarters since. The position peaked at $232K in Q1 2023. 3,824 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Nalls Sherbakoff Group held 1,511 shares of Merck worth $194K as of Q2 2026.
Nalls Sherbakoff Group sold 341 Merck shares in Q2 2026, an estimated $39.9K.
Merck made up 0.14% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #99 holding.
Nalls Sherbakoff Group first reported a position in Merck in Q4 2018 and has held it in 11 quarters since.
Nalls Sherbakoff Group's Merck position peaked at $232K in Q1 2023.
3,824 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.