P.J. Schmidt Investment Management (PJS)’s Merck MRK Stock Holding History

P.J. Schmidt Investment Management (PJS)’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	$2.23M	Sell	17,392 -300	-2%	-$35.1K	0.35%	56
2026 Q1	$2.13M	Sell	17,692 -100	-0.6%	-$11.5K	0.36%	54
2025 Q4	$1.87M	Sell	17,792 -2,765	-13%	-$260K	0.3%	59
2025 Q3	$1.73M	Sell	20,557 -2,274	-10%	-$187K	0.29%	60
2025 Q2	$1.81M	Sell	22,831 -3,904	-15%	-$310K	0.31%	55
2025 Q1	$2.4M	Hold	26,735	–	–	0.44%	52
2024 Q4	$2.66M	Buy	26,735 +65	+0.2%	+$6.7K	0.46%	51
2024 Q3	$3.03M	Hold	26,670	–	–	0.52%	49
2024 Q2	$3.3M	Hold	26,670	–	–	0.6%	47
2024 Q1	$3.52M	Buy	26,670 +19	+0.1%	+$2.34K	0.66%	47
2023 Q4	$3.22M	Buy	26,651 +1,371	+5%	+$142K	0.64%	46
2023 Q3	$2.54M	Sell	25,280 -333	-1%	-$35.9K	0.54%	48
2023 Q2	$2.75M	Sell	25,613 -534	-2%	-$60.6K	0.55%	50
2023 Q1	$3.01M	Buy	26,147 +102	+0.4%	+$11K	0.63%	48
2022 Q4	$2.89M	Sell	26,045 -1,050	-4%	-$107K	0.65%	48
2022 Q3	$2.59M	Sell	27,095 -900	-3%	-$80.3K	0.62%	45
2022 Q2	$2.52M	Sell	27,995 -1,448	-5%	-$128K	0.55%	48
2022 Q1	$2.61M	Sell	29,443 -904	-3%	-$71.3K	0.58%	42
2021 Q4	$2.47M	Sell	30,347 -13,248	-30%	-$1.06M	0.49%	47
2021 Q3	$3.59M	Sell	43,595 -2,074	-5%	-$158K	0.7%	42
2021 Q2	$3.54M	Sell	45,669 -6,515	-12%	-$485K	0.71%	42
2021 Q1	$3.67M	Sell	52,184 -2,244	-4%	-$166K	0.77%	38
2020 Q4	$4M	Sell	54,428 -1,135	-2%	-$86.8K	0.9%	33
2020 Q3	$4.13M	Sell	55,563 -896	-2%	-$70.2K	1.01%	31
2020 Q2	$4.17M	Sell	56,459 -156	-0.3%	-$11.7K	1.25%	29
2020 Q1	$4.16M	Sell	56,615 -3,649	-6%	-$287K	1.45%	21
2019 Q4	$5.23M	Sell	60,264 -40	-0.1%	-$3.29K	1.4%	26
2019 Q3	$4.84M	Sell	60,304 -1,368	-2%	-$110K	1.38%	26
2019 Q2	$4.93M	Sell	61,672 -1,007	-2%	-$77.1K	1.43%	25
2019 Q1	$4.97M	Buy	62,679 +114	+0.2%	+$8.53K	1.45%	25
2018 Q4	$4.56M	Sell	62,565 -259	-0.4%	-$18.3K	1.5%	26
2018 Q3	$4.25M	Hold	62,824	–	–	1.2%	29
2018 Q2	$3.64M	Sell	62,824 -1,314	-2%	-$74.1K	1.06%	32
2018 Q1	$3.33M	Sell	64,138 -203	-0.3%	-$11K	0.98%	36
2017 Q4	$3.46M	Sell	64,341 -710	-1%	-$39.4K	0.98%	35
2017 Q3	$3.97M	Sell	65,051 -1,010	-2%	-$61.2K	1.19%	29
2017 Q2	$4.04M	Sell	66,061 -481	-0.7%	-$29.3K	1.23%	30
2017 Q1	$4.03M	Sell	66,542 -1,031	-2%	-$62.5K	1.43%	28
2016 Q4	$3.8M	Sell	67,573 -366	-0.5%	-$21.4K	1.4%	30
2016 Q3	$4.05M	Sell	67,939 -1,813	-3%	-$106K	1.5%	26
2016 Q2	$3.83M	Sell	69,752 -3,673	-5%	-$195K	1.43%	28
2016 Q1	$3.71M	Sell	73,425 -21,298	-22%	-$1.04M	1.46%	25
2015 Q4	$4.77M	Sell	94,723 -10	-0%	-$504	1.91%	14
2015 Q3	$4.46M	Sell	94,733 -4,414	-4%	-$234K	1.94%	14
2015 Q2	$5.39M	Sell	99,147 -2,049	-2%	-$115K	2.11%	13
2015 Q1	$5.55M	Buy	101,196 +509	+0.5%	+$28.8K	2.17%	11
2014 Q4	$5.46M	Buy	100,687 +806	+0.8%	+$44.9K	2.16%	10
2014 Q3	$5.65M	Buy	99,881 +3,254	+3%	+$183K	2.31%	8
2014 Q2	$5.33M	Sell	96,627 -3,127	-3%	-$171K	2.09%	12
2014 Q1	$5.4M	Sell	99,754 -1,358	-1%	-$70.3K	2.14%	11
2013 Q4	$4.83M	Sell	101,112 -6,692	-6%	-$306K	2.04%	14
2013 Q3	$4.9M	Buy	107,804 +126	+0.1%	+$5.75K	2.24%	14
2013 Q2	$4.77M	Buy	+107,678	New	+$4.81M	2.3%	14

Other funds holding MRK

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS)'s MRK Position: Q2 2026 in Review

P.J. Schmidt Investment Management (PJS) reduced its Merck (MRK) stake by 1.7% in Q2 2026, selling an estimated $35.1K and leaving 17,392 shares worth $2.23M. The position accounts for 0.35% of the portfolio, ranked #56.

P.J. Schmidt Investment Management (PJS) first reported a position in MRK in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.65M in Q3 2014. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

P.J. Schmidt Investment Management (PJS) held 17,392 shares of Merck worth $2.23M as of Q2 2026.
P.J. Schmidt Investment Management (PJS) sold 300 Merck shares in Q2 2026, an estimated $35.1K.
Merck made up 0.35% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q2 2026, its #56 holding.
P.J. Schmidt Investment Management (PJS) first reported a position in Merck in Q2 2013 and has held it in 53 quarters since.
P.J. Schmidt Investment Management (PJS)'s Merck position peaked at $5.65M in Q3 2014.
1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2026, filed 29 Jul 2026.