SHF
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Safe Harbor Fiduciary’s Merck MRK Stock Holding History

Safe Harbor Fiduciary’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 		– Sell
-302
Closed -$31.8K – 132
2025
Q4 		$31.8K Buy
+302
New +$28.3K 0.03% 110
2025
Q2 		$23.9K Hold
302
– – 0.02% 131
2025
Q1 		$27.1K Hold
302
– – 0.03% 117
2024
Q4 		$30K Hold
302
– – 0.03% 111
2024
Q3 		$34.3K Buy
+302
New +$35.9K 0.03% 108

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

Safe Harbor Fiduciary's MRK Position: Q1 2026 in Review

Safe Harbor Fiduciary sold out of Merck (MRK) in Q1 2026, closing a stake of 302 shares — an estimated $31.8K sold.

Safe Harbor Fiduciary first reported a position in MRK in Q3 2024 and held it in 5 quarters. The position peaked at $34.3K in Q3 2024. 3,777 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Safe Harbor Fiduciary reported no remaining Merck position as of Q1 2026 after selling out during the quarter.
  • Safe Harbor Fiduciary sold 302 Merck shares in Q1 2026, an estimated $31.8K.
  • Safe Harbor Fiduciary first reported a position in Merck in Q3 2024 and held it in 5 quarters.
  • Safe Harbor Fiduciary's Merck position peaked at $34.3K in Q3 2024.
  • 3,777 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.