PIM
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Pullen Investment Management’s Merck MRK Stock Holding History

Pullen Investment 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
Q2 		$1.41M Buy
10,982
+127
+1% +$14.9K 0.65% 61
2026
Q1 		$1.31M Sell
10,855
-174
-2% -$20.1K 0.66% 62
2025
Q4 		$1.16M Sell
11,029
-69
-0.6% -$6.48K 0.61% 64
2025
Q3 		$931K Buy
11,098
+66
+0.6% +$5.44K 0.5% 72
2025
Q2 		$873K Sell
11,032
-689
-6% -$54.8K 0.53% 73
2025
Q1 		$1.05M Buy
11,721
+235
+2% +$21.9K 0.66% 62
2024
Q4 		$1.14M Sell
11,486
-1,348
-11% -$139K 0.74% 53
2024
Q3 		$1.46M Buy
12,834
+148
+1% +$17.6K 1.07% 34
2024
Q2 		$1.57M Sell
12,686
-9,659
-43% -$1.24M 1.3% 23
2024
Q1 		$2.95M Buy
+22,345
New +$2.75M 2.49% 7

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pullen Investment Management's MRK Position: Q2 2026 in Review

Pullen Investment Management increased its Merck (MRK) stake by 1.2% in Q2 2026, buying an estimated $14.9K and bringing the position to 10,982 shares worth $1.41M. The position accounts for 0.65% of the portfolio, ranked #61.

Pullen Investment Management first reported a position in MRK in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.95M in Q1 2024. 3,844 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Pullen Investment Management held 10,982 shares of Merck worth $1.41M as of Q2 2026.
  • Pullen Investment Management bought 127 Merck shares in Q2 2026, an estimated $14.9K.
  • Merck made up 0.65% of Pullen Investment Management's portfolio in Q2 2026, its #61 holding.
  • Pullen Investment Management first reported a position in Merck in Q1 2024 and has held it in 10 quarters since.
  • Pullen Investment Management's Merck position peaked at $2.95M in Q1 2024.
  • 3,844 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Pullen Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.