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Rockbridge Investment Management’s Merck MRK Stock Holding History

Rockbridge 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 		$234K Hold
1,941
– – 0.02% 133
2025
Q4 		$204K Buy
+1,941
New +$182K 0.02% 134
2024
Q1 		– Sell
-1,492
Closed -$163K – 434
2023
Q4 		$163K Buy
+1,492
New +$155K 0.02% 136
2022
Q3 		– Sell
-1,665
Closed -$152K – 408
2022
Q2 		$152K Sell
1,665
-2,217
-57% -$197K 0.03% 119
2022
Q1 		$324K Buy
3,882
+90
+2% +$7.1K 0.05% 116
2021
Q4 		$291K Buy
3,792
+358
+10% +$28.5K 0.04% 140
2021
Q3 		$258K Buy
3,434
+51
+2% +$3.88K 0.04% 124
2021
Q2 		$263K Sell
3,383
-130
-4% -$9.67K 0.04% 127
2021
Q1 		$258K Sell
3,513
-5,900
-63% -$435K 0.05% 120
2020
Q4 		$735K Buy
9,413
+1
+0% +$76 0.15% 68
2020
Q3 		$745K Buy
9,412
+1
+0% +$78 0.18% 59
2020
Q2 		$694K Buy
+9,411
New +$708K 0.18% 62

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

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

Rockbridge Investment Management held its Merck (MRK) position steady in Q1 2026 at 1,941 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #133.

Rockbridge Investment Management first reported a position in MRK in Q2 2020 and has held it in 12 quarters since. The position peaked at $745K in Q3 2020. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Rockbridge Investment Management held 1,941 shares of Merck worth $234K as of Q1 2026.
  • Rockbridge Investment Management left its Merck share count unchanged in Q1 2026.
  • Merck made up 0.02% of Rockbridge Investment Management's portfolio in Q1 2026, its #133 holding.
  • Rockbridge Investment Management first reported a position in Merck in Q2 2020 and has held it in 12 quarters since.
  • Rockbridge Investment Management's Merck position peaked at $745K in Q3 2020.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Rockbridge Investment Management's 13F filing for Q1 2026, filed 14 May 2026.