Orca Investment Management’s Merck MRK Stock Holding History

Orca 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	$2.19M	Sell	18,196 -247	-1%	-$28.5K	1.86%	19
2025 Q4	$1.94M	Buy	18,443 +156	+0.9%	+$14.6K	1.53%	21
2025 Q3	$1.53M	Sell	18,287 -179	-1%	-$14.7K	1.26%	25
2025 Q2	$1.46M	Buy	+18,466	New	+$1.47M	1.32%	26
2024 Q2	–	Sell	-23,994	Closed	-$3.17M	–	58
2024 Q1	$3.17M	Sell	23,994 -240	-1%	-$29.6K	2.96%	9
2023 Q4	$2.64M	Sell	24,234 -20	-0.1%	-$2.08K	2.54%	11
2023 Q3	$2.5M	Sell	24,254 -572	-2%	-$61.7K	2.77%	8
2023 Q2	$2.86M	Sell	24,826 -303	-1%	-$34.4K	3.12%	7
2023 Q1	$2.67M	Sell	25,129 -153	-0.6%	-$16.5K	3.28%	7
2022 Q4	$2.81M	Sell	25,282 -1,285	-5%	-$131K	3.56%	8
2022 Q3	$2.29M	Hold	26,567	–	–	2.99%	9
2022 Q2	$2.42M	Hold	26,567	–	–	2.24%	11
2022 Q1	$2.18M	Buy	26,567 +350	+1%	+$27.6K	1.78%	19
2021 Q4	$2.01M	Buy	+26,217	New	+$2.09M	1.65%	24

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

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

Orca Investment Management reduced its Merck (MRK) stake by 1.3% in Q1 2026, selling an estimated $28.5K and leaving 18,196 shares worth $2.19M. The position accounts for 1.86% of the portfolio, ranked #19.

Orca Investment Management first reported a position in MRK in Q4 2021 and has held it in 14 quarters since. The position peaked at $3.17M in Q1 2024. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Orca Investment Management held 18,196 shares of Merck worth $2.19M as of Q1 2026.
Orca Investment Management sold 247 Merck shares in Q1 2026, an estimated $28.5K.
Merck made up 1.86% of Orca Investment Management's portfolio in Q1 2026, its #19 holding.
Orca Investment Management first reported a position in Merck in Q4 2021 and has held it in 14 quarters since.
Orca Investment Management's Merck position peaked at $3.17M in Q1 2024.
3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Orca Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.