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Round Rock Advisors’s Merck MRK Stock Holding History

Round Rock Advisors’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 		$1.18M Buy
9,835
+256
+3% +$29.6K 0.18% 84
2025
Q4 		$1.01M Sell
9,579
-21
-0.2% -$1.97K 0.15% 108
2025
Q3 		$806K Sell
9,600
-16
-0.2% -$1.32K 0.13% 109
2025
Q2 		$761K Buy
9,616
+89
+0.9% +$7.07K 0.13% 109
2025
Q1 		$855K Buy
9,527
+117
+1% +$10.9K 0.16% 95
2024
Q4 		$936K Buy
9,410
+96
+1% +$9.9K 0.19% 83
2024
Q3 		$1.06M Buy
9,314
+103
+1% +$12.2K 0.25% 64
2024
Q2 		$1.14M Sell
9,211
-1,088
-11% -$140K 0.28% 64
2024
Q1 		$1.36M Sell
10,299
-518
-5% -$63.8K 0.33% 58
2023
Q4 		$1.18M Buy
10,817
+133
+1% +$13.8K 0.3% 61
2023
Q3 		$1.1M Buy
10,684
+57
+0.5% +$6.14K 0.42% 41
2023
Q2 		$1.23M Buy
10,627
+54
+0.5% +$6.13K 0.44% 41
2023
Q1 		$1.12M Sell
10,573
-1,969
-16% -$213K 0.43% 40
2022
Q4 		$1.39M Buy
12,542
+376
+3% +$38.4K 0.57% 30
2022
Q3 		$1.05M Buy
12,166
+8,419
+225% +$752K 0.47% 38
2022
Q2 		$342K Buy
+3,747
New +$332K 0.15% 95

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

Round Rock Advisors's MRK Position: Q1 2026 in Review

Round Rock Advisors increased its Merck (MRK) stake by 2.7% in Q1 2026, buying an estimated $29.6K and bringing the position to 9,835 shares worth $1.18M. The position accounts for 0.18% of the portfolio, ranked #84.

Round Rock Advisors first reported a position in MRK in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.39M in Q4 2022. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Round Rock Advisors held 9,835 shares of Merck worth $1.18M as of Q1 2026.
  • Round Rock Advisors bought 256 Merck shares in Q1 2026, an estimated $29.6K.
  • Merck made up 0.18% of Round Rock Advisors's portfolio in Q1 2026, its #84 holding.
  • Round Rock Advisors first reported a position in Merck in Q2 2022 and has held it in 16 quarters since.
  • Round Rock Advisors's Merck position peaked at $1.39M in Q4 2022.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Round Rock Advisors's 13F filing for Q1 2026, filed 15 May 2026.