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Principal Securities’s Merck MRK Stock Holding History

Principal Securities’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 		$8.74M Buy
72,670
+16,195
+29% +$1.87M 0.13% 148
2025
Q4 		$5.94M Buy
56,475
+9,229
+20% +$866K 0.09% 208
2025
Q3 		$3.97M Buy
47,246
+5,794
+14% +$477K 0.07% 276
2025
Q2 		$3.28M Sell
41,452
-8,668
-17% -$689K 0.06% 284
2025
Q1 		$4.99M Buy
50,120
+50
+0.1% +$4.67K 0.11% 178
2024
Q4 		$4.98M Sell
50,070
-2,228
-4% -$230K 0.11% 176
2024
Q3 		$5.94M Buy
52,298
+617
+1% +$73.3K 0.14% 138
2024
Q2 		$6.4M Buy
51,681
+7,882
+18% +$1.02M 0.18% 104
2024
Q1 		$5.78M Buy
43,799
+4,041
+10% +$498K 0.18% 113
2023
Q4 		$4.33M Buy
+39,758
New +$4.13M 0.16% 129

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

Principal Securities's MRK Position: Q1 2026 in Review

Principal Securities increased its Merck (MRK) stake by 29% in Q1 2026, buying an estimated $1.87M and bringing the position to 72,670 shares worth $8.74M. The position accounts for 0.13% of the portfolio, ranked #148.

Principal Securities first reported a position in MRK in Q4 2023 and has held it in 10 quarters since. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Principal Securities held 72,670 shares of Merck worth $8.74M as of Q1 2026.
  • Principal Securities bought 16,195 Merck shares in Q1 2026, an estimated $1.87M.
  • Merck made up 0.13% of Principal Securities's portfolio in Q1 2026, its #148 holding.
  • Principal Securities first reported a position in Merck in Q4 2023 and has held it in 10 quarters since.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.