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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
Q2 		$2.47M Buy
19,257
+1,061
+6% +$124K 1.8% 19
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Orca Investment Management increased its Merck (MRK) stake by 5.8% in Q2 2026, buying an estimated $124K and bringing the position to 19,257 shares worth $2.47M. The position accounts for 1.8% of the portfolio, ranked #19.

Orca Investment Management first reported a position in MRK in Q4 2021 and has held it in 15 quarters since. The position peaked at $3.17M in Q1 2024. 3,844 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Orca Investment Management held 19,257 shares of Merck worth $2.47M as of Q2 2026.
  • Orca Investment Management bought 1,061 Merck shares in Q2 2026, an estimated $124K.
  • Merck made up 1.8% of Orca Investment Management's portfolio in Q2 2026, its #19 holding.
  • Orca Investment Management first reported a position in Merck in Q4 2021 and has held it in 15 quarters since.
  • Orca Investment Management's Merck position peaked at $3.17M in Q1 2024.
  • 3,844 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Orca Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.