Portfolio Design Labs’s Merck MRK Stock Holding History

Portfolio Design Labs’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	$1.92M	Sell	15,936 -5,582	-26%	-$644K	0.34%	56
2025 Q4	$2.27M	Buy	21,518 +259	+1%	+$24.3K	0.37%	60
2025 Q3	$1.78M	Buy	+21,259	New	+$1.75M	0.31%	64
2025 Q2	–	Sell	-42,255	Closed	-$3.79M	–	179
2025 Q1	$3.79M	Sell	42,255 -2,262	-5%	-$211K	0.78%	40
2024 Q4	$4.43M	Buy	44,517 +10,573	+31%	+$1.09M	0.91%	25
2024 Q3	$3.85M	Buy	33,944 +360	+1%	+$42.8K	1.08%	19
2024 Q2	$4.16M	Buy	33,584 +3,114	+10%	+$401K	1.28%	18
2024 Q1	$4.02M	Buy	30,470 +19,817	+186%	+$2.44M	1.35%	16
2023 Q4	$1.16M	Buy	+10,653	New	+$1.11M	0.44%	59

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

Portfolio Design Labs's MRK Position: Q1 2026 in Review

Portfolio Design Labs reduced its Merck (MRK) stake by 26% in Q1 2026, selling an estimated $644K and leaving 15,936 shares worth $1.92M. The position accounts for 0.34% of the portfolio, ranked #56.

Portfolio Design Labs first reported a position in MRK in Q4 2023 and has held it in 9 quarters since. The position peaked at $4.43M in Q4 2024. 3,781 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Portfolio Design Labs held 15,936 shares of Merck worth $1.92M as of Q1 2026.
Portfolio Design Labs sold 5,582 Merck shares in Q1 2026, an estimated $644K.
Merck made up 0.34% of Portfolio Design Labs's portfolio in Q1 2026, its #56 holding.
Portfolio Design Labs first reported a position in Merck in Q4 2023 and has held it in 9 quarters since.
Portfolio Design Labs's Merck position peaked at $4.43M in Q4 2024.
3,781 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Portfolio Design Labs's 13F filing for Q1 2026, filed 11 May 2026.