Palogic Value Management’s Merck MRK Stock Holding History

Palogic Value 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	$529K	Hold	4,395	–	–	0.22%	115
2025 Q4	$463K	Hold	4,395	–	–	0.19%	113
2025 Q3	$369K	Sell	4,395 -176	-4%	-$14.5K	0.15%	126
2025 Q2	$362K	Buy	4,571 +321	+8%	+$25.5K	0.15%	124
2025 Q1	$381K	Hold	4,250	–	–	0.16%	116
2024 Q4	$423K	Hold	4,250	–	–	0.16%	120
2024 Q3	$483K	Hold	4,250	–	–	0.16%	121
2024 Q2	$526K	Hold	4,250	–	–	0.22%	105
2024 Q1	$561K	Hold	4,250	–	–	0.24%	102
2023 Q4	$463K	Hold	4,250	–	–	0.21%	108
2023 Q3	$438K	Hold	4,250	–	–	0.21%	105
2023 Q2	$490K	Hold	4,250	–	–	0.23%	102
2023 Q1	$452K	Hold	4,250	–	–	0.22%	103
2022 Q4	$472K	Buy	+4,250	New	+$434K	0.25%	99

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

Palogic Value Management's MRK Position: Q1 2026 in Review

Palogic Value Management held its Merck (MRK) position steady in Q1 2026 at 4,395 shares worth $529K. The position accounts for 0.22% of the portfolio, ranked #115.

Palogic Value Management first reported a position in MRK in Q4 2022 and has held it in 14 quarters since. The position peaked at $561K in Q1 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Palogic Value Management held 4,395 shares of Merck worth $529K as of Q1 2026.
Palogic Value Management left its Merck share count unchanged in Q1 2026.
Merck made up 0.22% of Palogic Value Management's portfolio in Q1 2026, its #115 holding.
Palogic Value Management first reported a position in Merck in Q4 2022 and has held it in 14 quarters since.
Palogic Value Management's Merck position peaked at $561K in Q1 2024.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

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