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Osbon Capital Management’s Merck MRK Stock Holding History

Osbon 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 		$261K Buy
2,171
+2,002
+1,185% +$231K 0.21% 60
2025
Q4 		$17.8K Buy
+169
New +$15.9K 0.02% 189

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VCM
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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

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

Osbon Capital Management increased its Merck (MRK) stake by 1,185% in Q1 2026, buying an estimated $231K and bringing the position to 2,171 shares worth $261K. The position accounts for 0.21% of the portfolio, ranked #60.

Osbon Capital Management first reported a position in MRK in Q4 2025 and has held it in 2 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Osbon Capital Management held 2,171 shares of Merck worth $261K as of Q1 2026.
  • Osbon Capital Management bought 2,002 Merck shares in Q1 2026, an estimated $231K.
  • Merck made up 0.21% of Osbon Capital Management's portfolio in Q1 2026, its #60 holding.
  • Osbon Capital Management first reported a position in Merck in Q4 2025 and has held it in 2 quarters since.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.