Pettee Investors’s Merck MRK Stock Holding History

Pettee Investors’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	$1.22M	Hold	9,465	–	–	0.6%	50
2026 Q1	$1.03M	Buy	9,465 +592	+7%	+$68.3K	0.53%	54
2025 Q4	$934K	Buy	8,873 +157	+2%	+$14.7K	0.52%	54
2025 Q3	$732K	Sell	8,716 -54	-0.6%	-$4.45K	0.4%	68
2025 Q2	$694K	Hold	8,770	–	–	0.42%	65
2025 Q1	$787K	Sell	8,770 -7,744	-47%	-$723K	0.47%	64
2024 Q4	$1.64M	Hold	16,514	–	–	0.83%	38
2024 Q3	$1.88M	Hold	16,514	–	–	0.91%	39
2024 Q2	$2.04M	Sell	16,514 -14,000	-46%	-$1.8M	0.99%	35
2024 Q1	$4.03M	Sell	30,514 -2,444	-7%	-$301K	1.7%	11
2023 Q4	$3.59M	Hold	32,958	–	–	1.59%	12
2023 Q3	$3.39M	Sell	32,958 -2,200	-6%	-$237K	1.61%	13
2023 Q2	$4.06M	Hold	35,158	–	–	1.84%	13
2023 Q1	$3.74M	Hold	35,158	–	–	1.79%	13
2022 Q4	$3.9M	Hold	35,158	–	–	1.91%	13
2022 Q3	$3.03M	Sell	35,158 -774	-2%	-$69.1K	1.63%	14
2022 Q2	$3.28M	Sell	35,932 -219	-0.6%	-$19.4K	1.63%	14
2022 Q1	$2.97M	Hold	36,151	–	–	1.3%	20
2021 Q4	$2.77M	Hold	36,151	–	–	1.16%	24
2021 Q3	$2.71M	Hold	36,151	–	–	1.26%	21
2021 Q2	$2.81M	Sell	36,151 -2,251	-6%	-$167K	1.32%	21
2021 Q1	$2.83M	Hold	38,402	–	–	1.36%	21
2020 Q4	$3M	Sell	38,402 -52	-0.1%	-$3.98K	1.59%	16
2020 Q3	$3.04M	Hold	38,454	–	–	1.76%	16
2020 Q2	$2.84M	Hold	38,454	–	–	1.76%	17
2020 Q1	$2.82M	Hold	38,454	–	–	2.03%	14
2019 Q4	$3.34M	Sell	38,454 -157	-0.4%	-$12.9K	1.91%	13
2019 Q3	$3.1M	Sell	38,611 -88	-0.2%	-$7.05K	1.95%	11
2019 Q2	$3.1M	Sell	38,699 -617	-2%	-$47.2K	1.97%	10
2019 Q1	$3.12M	Hold	39,316	–	–	1.97%	10
2018 Q4	$2.87M	Sell	39,316 -570	-1%	-$40.2K	2.03%	14
2018 Q3	$2.7M	Hold	39,886	–	–	1.59%	16
2018 Q2	$2.31M	Hold	39,886	–	–	1.46%	16
2018 Q1	$2.07M	Hold	39,886	–	–	1.28%	17
2017 Q4	$2.14M	Hold	39,886	–	–	1.3%	17
2017 Q3	$2.44M	Hold	39,886	–	–	1.57%	16
2017 Q2	$2.44M	Hold	39,886	–	–	2.17%	14
2017 Q1	$2.42M	Hold	39,886	–	–	2.19%	15
2016 Q4	$2.24M	Hold	39,886	–	–	2.13%	15
2016 Q3	$2.38M	Buy	39,886 +4	+0%	+$234	2.3%	15
2016 Q2	$2.19M	Hold	39,882	–	–	2.12%	15
2016 Q1	$2.01M	Sell	39,882 -1,911	-5%	-$93.6K	2.08%	15
2015 Q4	$2.11M	Hold	41,793	–	–	2.03%	14
2015 Q3	$1.97M	Buy	41,793 +1,153	+3%	+$61.2K	2.06%	15
2015 Q2	$2.21M	Hold	40,640	–	–	2.15%	14
2015 Q1	$2.23M	Hold	40,640	–	–	2.16%	16
2014 Q4	$2.2M	Hold	40,640	–	–	2.11%	16
2014 Q3	$2.3M	Sell	40,640 -8,577	-17%	-$482K	2.26%	15
2014 Q2	$2.72M	Hold	49,217	–	–	2.47%	15
2014 Q1	$2.67M	Hold	49,217	–	–	2.51%	13
2013 Q4	$2.35M	Buy	+49,217	New	+$2.25M	2.21%	16

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pettee Investors's MRK Position: Q2 2026 in Review

Pettee Investors held its Merck (MRK) position steady in Q2 2026 at 9,465 shares worth $1.22M. The position accounts for 0.6% of the portfolio, ranked #50.

Pettee Investors first reported a position in MRK in Q4 2013 and has held it in 51 quarters since. The position peaked at $4.06M in Q2 2023. 3,824 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Pettee Investors held 9,465 shares of Merck worth $1.22M as of Q2 2026.
Pettee Investors left its Merck share count unchanged in Q2 2026.
Merck made up 0.6% of Pettee Investors's portfolio in Q2 2026, its #50 holding.
Pettee Investors first reported a position in Merck in Q4 2013 and has held it in 51 quarters since.
Pettee Investors's Merck position peaked at $4.06M in Q2 2023.
3,824 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Pettee Investors's 13F filing for Q2 2026, filed 6 Aug 2026.