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Pinnacle West Asset Management’s Merck MRK Stock Holding History

Pinnacle West Asset 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 		$1.14M Sell
9,470
-275
-3% -$31.7K 0.77% 37
2025
Q4 		$1.03M Buy
9,745
+100
+1% +$9.39K 0.67% 40
2025
Q3 		$810K Buy
9,645
+225
+2% +$18.5K 0.52% 53
2025
Q2 		$746K Sell
9,420
-75
-0.8% -$5.96K 0.52% 54
2025
Q1 		$852K Buy
9,495
+65
+0.7% +$6.07K 0.62% 46
2024
Q4 		$938K Sell
9,430
-50
-0.5% -$5.16K 0.67% 40
2024
Q3 		$1.08M Hold
9,480
– – 0.77% 37
2024
Q2 		$1.17M Hold
9,480
– – 0.91% 34
2024
Q1 		$1.25M Sell
9,480
-45
-0.5% -$5.55K 0.99% 36
2023
Q4 		$1.04M Buy
9,525
+230
+2% +$23.9K 0.89% 37
2023
Q3 		$957K Buy
9,295
+355
+4% +$38.3K 0.94% 37
2023
Q2 		$1.03M Sell
8,940
-100
-1% -$11.4K 1% 36
2023
Q1 		$962K Buy
+9,040
New +$976K 1% 35

Other funds holding MRK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pinnacle West Asset Management's MRK Position: Q1 2026 in Review

Pinnacle West Asset Management reduced its Merck (MRK) stake by 2.8% in Q1 2026, selling an estimated $31.7K and leaving 9,470 shares worth $1.14M. The position accounts for 0.77% of the portfolio, ranked #37.

Pinnacle West Asset Management first reported a position in MRK in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.25M in Q1 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Pinnacle West Asset Management held 9,470 shares of Merck worth $1.14M as of Q1 2026.
  • Pinnacle West Asset Management sold 275 Merck shares in Q1 2026, an estimated $31.7K.
  • Merck made up 0.77% of Pinnacle West Asset Management's portfolio in Q1 2026, its #37 holding.
  • Pinnacle West Asset Management first reported a position in Merck in Q1 2023 and has held it in 13 quarters since.
  • Pinnacle West Asset Management's Merck position peaked at $1.25M in Q1 2024.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Pinnacle West Asset Management's 13F filing for Q1 2026, filed 15 May 2026.