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S.A. Mason’s Merck MRK Stock Holding History

S.A. Mason’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 		$597K Buy
4,960
+9
+0.2% +$1.04K 0.22% 106
2025
Q4 		$521K Sell
4,951
-10
-0.2% -$939 0.21% 109
2025
Q3 		$416K Buy
4,961
+11
+0.2% +$906 0.18% 118
2025
Q2 		$392K Sell
4,950
-1,074
-18% -$85.4K 0.19% 120
2025
Q1 		$541K Buy
6,024
+9
+0.1% +$840 0.29% 84
2024
Q4 		$598K Buy
6,015
+7
+0.1% +$722 0.31% 76
2024
Q3 		$682K Buy
6,008
+7
+0.1% +$832 0.36% 69
2024
Q2 		$743K Buy
6,001
+306
+5% +$39.4K 0.42% 62
2024
Q1 		$751K Buy
5,695
+90
+2% +$11.1K 0.45% 59
2023
Q4 		$611K Sell
5,605
-388
-6% -$40.3K 0.41% 67
2023
Q3 		$617K Sell
5,993
-21
-0.3% -$2.26K 0.44% 62
2023
Q2 		$640K Hold
6,014
– – 0.46% 60
2023
Q1 		$640K Buy
6,014
+66
+1% +$7.13K 0.46% 60
2022
Q4 		$660K Buy
5,948
+8
+0.1% +$818 0.5% 57
2022
Q3 		$512K Buy
5,940
+7
+0.1% +$625 0.41% 69
2022
Q2 		$541K Sell
5,933
-132
-2% -$11.7K 0.4% 67
2022
Q1 		$498K Buy
6,065
+259
+4% +$20.4K 0.31% 89
2021
Q4 		$445K Hold
5,806
– – 0.27% 100
2021
Q3 		$436K Buy
5,806
+988
+21% +$75.1K 0.29% 97
2021
Q2 		$375K Sell
4,818
-1
-0% -$74 0.26% 105
2021
Q1 		$354K Buy
4,819
+661
+16% +$48.8K 0.26% 107
2020
Q4 		$325K Buy
4,158
+387
+10% +$29.6K 0.27% 102
2020
Q3 		$298K Sell
3,771
-4
-0.1% -$313 0.28% 96
2020
Q2 		$279K Hold
3,775
– – 0.29% 94
2020
Q1 		$277K Sell
3,775
-101
-3% -$7.94K 0.34% 84
2019
Q4 		$336K Buy
+3,876
New +$318K 0.32% 94

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

S.A. Mason's MRK Position: Q1 2026 in Review

S.A. Mason increased its Merck (MRK) stake by 0.18% in Q1 2026, buying an estimated $1.04K and bringing the position to 4,960 shares worth $597K. The position accounts for 0.22% of the portfolio, ranked #106.

S.A. Mason first reported a position in MRK in Q4 2019 and has held it in 26 quarters since. The position peaked at $751K in Q1 2024. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • S.A. Mason held 4,960 shares of Merck worth $597K as of Q1 2026.
  • S.A. Mason bought 9 Merck shares in Q1 2026, an estimated $1.04K.
  • Merck made up 0.22% of S.A. Mason's portfolio in Q1 2026, its #106 holding.
  • S.A. Mason first reported a position in Merck in Q4 2019 and has held it in 26 quarters since.
  • S.A. Mason's Merck position peaked at $751K in Q1 2024.
  • 3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on S.A. Mason's 13F filing for Q1 2026, filed 27 Apr 2026.