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Orion Capital Management’s Merck MRK Stock Holding History

Orion Capital 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 		$951K Sell
7,906
-104
-1% -$12K 0.33% 50
2025
Q4 		$843K Buy
8,010
+20
+0.3% +$1.88K 0.28% 62
2025
Q3 		$671K Sell
7,990
-2,840
-26% -$234K 0.23% 72
2025
Q2 		$857K Sell
10,830
-159
-1% -$12.6K 0.33% 53
2025
Q1 		$986K Buy
10,989
+5,334
+94% +$498K 0.42% 42
2024
Q4 		$563K Buy
5,655
+120
+2% +$12.4K 0.25% 65
2024
Q3 		$629K Hold
5,535
– – 0.31% 66
2024
Q2 		$685K Sell
5,535
-700
-11% -$90.2K 0.36% 55
2024
Q1 		$823K Hold
6,235
– – 0.44% 49
2023
Q4 		$680K Sell
6,235
-293
-4% -$30.4K 0.4% 51
2023
Q3 		$672K Sell
6,528
-650
-9% -$70.1K 0.44% 46
2023
Q2 		$828K Sell
7,178
-800
-10% -$90.8K 0.54% 43
2023
Q1 		$849K Hold
7,978
– – 0.57% 38
2022
Q4 		$885K Hold
7,978
– – 0.65% 36
2022
Q3 		$687K Buy
7,978
+2,775
+53% +$248K 0.55% 44
2022
Q2 		$474K Buy
5,203
+200
+4% +$17.7K 0.37% 54
2022
Q1 		$410K Buy
5,003
+773
+18% +$60.9K 0.25% 73
2021
Q4 		$324K Buy
4,230
+500
+13% +$39.8K 0.18% 90
2021
Q3 		$280K Hold
3,730
– – 0.17% 95
2021
Q2 		$290K Sell
3,730
-148
-4% -$11K 0.18% 90
2021
Q1 		$285K Buy
3,878
+3,123
+414% +$230K 0.2% 89
2020
Q4 		$59K Buy
+755
New +$57.7K 0.04% 148

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

Orion Capital Management's MRK Position: Q1 2026 in Review

Orion Capital Management reduced its Merck (MRK) stake by 1.3% in Q1 2026, selling an estimated $12K and leaving 7,906 shares worth $951K. The position accounts for 0.33% of the portfolio, ranked #50.

Orion Capital Management first reported a position in MRK in Q4 2020 and has held it in 22 quarters since. The position peaked at $986K in Q1 2025. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Orion Capital Management held 7,906 shares of Merck worth $951K as of Q1 2026.
  • Orion Capital Management sold 104 Merck shares in Q1 2026, an estimated $12K.
  • Merck made up 0.33% of Orion Capital Management's portfolio in Q1 2026, its #50 holding.
  • Orion Capital Management first reported a position in Merck in Q4 2020 and has held it in 22 quarters since.
  • Orion Capital Management's Merck position peaked at $986K in Q1 2025.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Orion Capital Management's 13F filing for Q1 2026, filed 14 May 2026.