Payne Capital’s Merck MRK Stock Holding History

Payne Capital’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	$1.28M	Hold	10,637	–	–	1.17%	26
2025 Q4	$1.12M	Buy	10,637 +97	+0.9%	+$9.11K	1.14%	24
2025 Q3	$885K	Buy	+10,540	New	+$868K	0.9%	29

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

Payne Capital's MRK Position: Q1 2026 in Review

Payne Capital held its Merck (MRK) position steady in Q1 2026 at 10,637 shares worth $1.28M. The position accounts for 1.17% of the portfolio, ranked #26.

Payne Capital first reported a position in MRK in Q3 2025 and has held it in 3 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Payne Capital held 10,637 shares of Merck worth $1.28M as of Q1 2026.
Payne Capital left its Merck share count unchanged in Q1 2026.
Merck made up 1.17% of Payne Capital's portfolio in Q1 2026, its #26 holding.
Payne Capital first reported a position in Merck in Q3 2025 and has held it in 3 quarters since.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Payne Capital's 13F filing for Q1 2026, filed 20 Apr 2026.