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Optimist Retirement Group’s Merck MRK Stock Holding History

Optimist Retirement 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
Q1 		$2.75M Sell
22,840
-5,663
-20% -$654K 1.21% 16
2025
Q4 		$3M Sell
28,503
-134
-0.5% -$12.6K 1.37% 12
2025
Q3 		$2.4M Buy
+28,637
New +$2.36M 1.09% 27

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

Optimist Retirement Group's MRK Position: Q1 2026 in Review

Optimist Retirement Group reduced its Merck (MRK) stake by 20% in Q1 2026, selling an estimated $654K and leaving 22,840 shares worth $2.75M. The position accounts for 1.21% of the portfolio, ranked #16.

Optimist Retirement Group first reported a position in MRK in Q3 2025 and has held it in 3 quarters since. The position peaked at $3M in Q4 2025. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Optimist Retirement Group held 22,840 shares of Merck worth $2.75M as of Q1 2026.
  • Optimist Retirement Group sold 5,663 Merck shares in Q1 2026, an estimated $654K.
  • Merck made up 1.21% of Optimist Retirement Group's portfolio in Q1 2026, its #16 holding.
  • Optimist Retirement Group first reported a position in Merck in Q3 2025 and has held it in 3 quarters since.
  • Optimist Retirement Group's Merck position peaked at $3M in Q4 2025.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Optimist Retirement Group's 13F filing for Q1 2026, filed 11 May 2026.