Patrick M. Sweeney & Associates’s Merck MRK Stock Holding History

Patrick M. Sweeney & Associates’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	$5.78M	Buy	48,057 +2	+0%	+$231	3.71%	5
2025 Q4	$5.06M	Sell	48,055 -78	-0.2%	-$7.32K	3.16%	6
2025 Q3	$4.04M	Buy	48,133 +14	+0%	+$1.15K	2.61%	7
2025 Q2	$3.89M	Buy	48,119 +427	+0.9%	+$33.9K	2.68%	7
2025 Q1	$4.28M	Buy	47,692 +2	+0%	+$187	3.2%	6
2024 Q4	$4.74M	Sell	47,690 -99	-0.2%	-$10.2K	3.55%	5
2024 Q3	$5.43M	Buy	47,789 +553	+1%	+$65.7K	3.99%	3
2024 Q2	$5.85M	Sell	47,236 -89	-0.2%	-$11.5K	4.73%	3
2024 Q1	$6.24M	Buy	47,325 +87	+0.2%	+$10.7K	5.14%	3
2023 Q4	$5.15M	Buy	+47,238	New	+$4.9M	4.71%	4

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

Patrick M. Sweeney & Associates's MRK Position: Q1 2026 in Review

Patrick M. Sweeney & Associates increased its Merck (MRK) stake by 0% in Q1 2026, buying an estimated $231 and bringing the position to 48,057 shares worth $5.78M. The position accounts for 3.71% of the portfolio, ranked #5.

Patrick M. Sweeney & Associates first reported a position in MRK in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.24M in Q1 2024. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Patrick M. Sweeney & Associates held 48,057 shares of Merck worth $5.78M as of Q1 2026.
Patrick M. Sweeney & Associates bought 2 Merck shares in Q1 2026, an estimated $231.
Merck made up 3.71% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #5 holding.
Patrick M. Sweeney & Associates first reported a position in Merck in Q4 2023 and has held it in 10 quarters since.
Patrick M. Sweeney & Associates's Merck position peaked at $6.24M in Q1 2024.
3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.