PIM
MRK icon

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
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 $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

Pullen Investment Management's MRK Position: Q1 2026 in Review

Pullen Investment Management reduced its Merck (MRK) stake by 1.6% in Q1 2026, selling an estimated $20.1K and leaving 10,855 shares worth $1.31M. The position accounts for 0.66% of the portfolio, ranked #62.

Pullen Investment Management first reported a position in MRK in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.95M in Q1 2024. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Pullen Investment Management held 10,855 shares of Merck worth $1.31M as of Q1 2026.
  • Pullen Investment Management sold 174 Merck shares in Q1 2026, an estimated $20.1K.
  • Merck made up 0.66% of Pullen Investment Management's portfolio in Q1 2026, its #62 holding.
  • Pullen Investment Management first reported a position in Merck in Q1 2024 and has held it in 9 quarters since.
  • Pullen Investment Management's Merck position peaked at $2.95M in Q1 2024.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Pullen Investment Management's 13F filing for Q1 2026, filed 15 Apr 2026.