Panoramic Investment Advisors’s Merck MRK Stock Holding History

Panoramic Investment Advisors’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	$346K	Buy	2,875 +102	+4%	+$11.8K	0.19%	90
2025 Q4	$292K	Hold	2,773	–	–	0.16%	97
2025 Q3	$233K	Sell	2,773 -70	-2%	-$5.77K	0.13%	112
2025 Q2	$225K	Sell	2,843 -11	-0.4%	-$874	0.14%	108
2025 Q1	$256K	Hold	2,854	–	–	0.17%	99
2024 Q4	$284K	Sell	2,854 -312	-10%	-$32.2K	0.18%	94
2024 Q3	$360K	Buy	+3,166	New	+$376K	0.25%	81
2024 Q1	$534K	Sell	4,046 -184	-4%	-$22.7K	0.39%	58
2023 Q4	$461K	Sell	4,230 -1,050	-20%	-$109K	0.4%	61
2023 Q3	$544K	Buy	+5,280	New	+$569K	0.5%	50
2022 Q4	$691K	Buy	+6,224	New	+$636K	0.71%	41

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

Panoramic Investment Advisors's MRK Position: Q1 2026 in Review

Panoramic Investment Advisors increased its Merck (MRK) stake by 3.7% in Q1 2026, buying an estimated $11.8K and bringing the position to 2,875 shares worth $346K. The position accounts for 0.19% of the portfolio, ranked #90.

Panoramic Investment Advisors first reported a position in MRK in Q4 2022 and has held it in 11 quarters since. The position peaked at $691K in Q4 2022. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Panoramic Investment Advisors held 2,875 shares of Merck worth $346K as of Q1 2026.
Panoramic Investment Advisors bought 102 Merck shares in Q1 2026, an estimated $11.8K.
Merck made up 0.19% of Panoramic Investment Advisors's portfolio in Q1 2026, its #90 holding.
Panoramic Investment Advisors first reported a position in Merck in Q4 2022 and has held it in 11 quarters since.
Panoramic Investment Advisors's Merck position peaked at $691K in Q4 2022.
3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.