Roundview Capital’s Merck MRK Stock Holding History

Roundview Capital’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	$5.04M	Buy	41,874 +525	+1%	+$60.6K	0.31%	77
2025 Q4	$4.35M	Sell	41,349 -94	-0.2%	-$8.82K	0.27%	86
2025 Q3	$3.48M	Sell	41,443 -190	-0.5%	-$15.6K	0.22%	106
2025 Q2	$3.3M	Sell	41,633 -2,569	-6%	-$204K	0.22%	107
2025 Q1	$3.97M	Sell	44,202 -1,803	-4%	-$168K	0.29%	81
2024 Q4	$4.58M	Buy	46,005 +254	+0.6%	+$26.2K	0.32%	75
2024 Q3	$5.2M	Buy	45,751 +78	+0.2%	+$9.27K	0.38%	62
2024 Q2	$5.65M	Buy	45,673 +49	+0.1%	+$6.31K	0.45%	52
2024 Q1	$6.02M	Buy	45,624 +816	+2%	+$101K	0.49%	48
2023 Q4	$4.88M	Buy	44,808 +827	+2%	+$85.8K	0.45%	51
2023 Q3	$4.53M	Sell	43,981 -11,167	-20%	-$1.2M	0.46%	55
2023 Q2	$6.36M	Buy	55,148 +420	+0.8%	+$47.7K	0.62%	39
2023 Q1	$5.82M	Buy	54,728 +728	+1%	+$78.6K	0.61%	43
2022 Q4	$5.99M	Buy	54,000 +814	+2%	+$83.2K	0.68%	43
2022 Q3	$4.58M	Buy	53,186 +431	+0.8%	+$38.5K	0.58%	44
2022 Q2	$4.81M	Buy	52,755 +214	+0.4%	+$19K	0.58%	42
2022 Q1	$4.31M	Sell	52,541 -60	-0.1%	-$4.73K	0.44%	60
2021 Q4	$4.03M	Buy	52,601 +1,735	+3%	+$138K	0.4%	62
2021 Q3	$3.82M	Sell	50,866 -1,020	-2%	-$77.6K	0.42%	61
2021 Q2	$4.04M	Sell	51,886 -3,307	-6%	-$246K	0.45%	56
2021 Q1	$4.06M	Buy	55,193 +1,548	+3%	+$114K	0.51%	46
2020 Q4	$4.19M	Buy	53,645 +166	+0.3%	+$12.7K	0.57%	40
2020 Q3	$4.23M	Sell	53,479 -1,336	-2%	-$105K	0.66%	39
2020 Q2	$4.04M	Buy	54,815 +1,208	+2%	+$90.9K	0.69%	41
2020 Q1	$3.94M	Buy	53,607 +1,062	+2%	+$83.5K	0.83%	29
2019 Q4	$4.56M	Buy	52,545 +1,435	+3%	+$118K	0.87%	26
2019 Q3	$4.11M	Buy	51,110 +922	+2%	+$73.9K	0.89%	25
2019 Q2	$4.01M	Buy	50,188 +1,783	+4%	+$137K	0.9%	25
2019 Q1	$3.84M	Sell	48,405 -174	-0.4%	-$13K	0.91%	26
2018 Q4	$3.54M	Buy	48,579 +4,633	+11%	+$327K	0.99%	20
2018 Q3	$2.98M	Buy	43,946 +893	+2%	+$56.9K	0.73%	34
2018 Q2	$2.49M	Buy	43,053 +4,956	+13%	+$280K	0.65%	40
2018 Q1	$1.98M	Sell	38,097 -2,088	-5%	-$113K	0.56%	52
2017 Q4	$2.16M	Sell	40,185 -1,106	-3%	-$61.3K	0.56%	56
2017 Q3	$2.52M	Buy	41,291 +71	+0.2%	+$4.3K	0.72%	38
2017 Q2	$2.52M	Buy	41,220 +5,304	+15%	+$323K	0.74%	39
2017 Q1	$2.18M	Sell	35,916 -105	-0.3%	-$6.37K	0.68%	45
2016 Q4	$2.02M	Buy	36,021 +2,514	+8%	+$147K	0.65%	46
2016 Q3	$2M	Buy	33,507 +318	+1%	+$18.6K	0.71%	44
2016 Q2	$1.82M	Buy	33,189 +105	+0.3%	+$5.59K	0.67%	49
2016 Q1	$1.67M	Sell	33,084 -1,206	-4%	-$59.1K	0.62%	52
2015 Q4	$1.73M	Buy	34,290 +18,786	+121%	+$947K	0.68%	44
2015 Q3	$731K	Buy	15,504 +131	+0.9%	+$6.96K	0.31%	86
2015 Q2	$835K	Hold	15,373	–	–	0.31%	82
2015 Q1	$843K	Buy	15,373 +524	+4%	+$29.7K	0.33%	81
2014 Q4	$805K	Buy	14,849 +16	+0.1%	+$891	0.33%	89
2014 Q3	$839K	Hold	14,833	–	–	0.38%	72
2014 Q2	$819K	Buy	14,833 +2,030	+16%	+$111K	0.33%	92
2014 Q1	$694K	Sell	12,803 -13,497	-51%	-$699K	0.34%	83
2013 Q4	$1.26M	Sell	26,300 -1,012	-4%	-$46.3K	0.58%	59
2013 Q3	$1.24M	Buy	27,312 +58	+0.2%	+$2.65K	0.64%	55
2013 Q2	$1.21M	Buy	+27,254	New	+$1.22M	0.76%	41

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Roundview Capital's MRK Position: Q1 2026 in Review

Roundview Capital increased its Merck (MRK) stake by 1.3% in Q1 2026, buying an estimated $60.6K and bringing the position to 41,874 shares worth $5.04M. The position accounts for 0.31% of the portfolio, ranked #77.

Roundview Capital first reported a position in MRK in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.36M in Q2 2023. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Roundview Capital held 41,874 shares of Merck worth $5.04M as of Q1 2026.
Roundview Capital bought 525 Merck shares in Q1 2026, an estimated $60.6K.
Merck made up 0.31% of Roundview Capital's portfolio in Q1 2026, its #77 holding.
Roundview Capital first reported a position in Merck in Q2 2013 and has held it in 52 quarters since.
Roundview Capital's Merck position peaked at $6.36M in Q2 2023.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.