SMA
MRK icon

Sage Mountain Advisors’s Merck MRK Stock Holding History

Sage Mountain 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 		$989K Sell
8,218
-20,868
-72% -$2.41M 0.07% 94
2025
Q4 		$3.06M Buy
29,086
+446
+2% +$41.9K 0.16% 69
2025
Q3 		$2.4M Buy
28,640
+2,782
+11% +$229K 0.14% 80
2025
Q2 		$2.05M Buy
25,858
+257
+1% +$20.4K 0.13% 78
2025
Q1 		$2.3M Sell
25,601
-1,728
-6% -$161K 0.17% 67
2024
Q4 		$2.72M Buy
27,329
+2,002
+8% +$206K 0.2% 60
2024
Q3 		$2.88M Buy
25,327
+83
+0.3% +$9.86K 0.25% 54
2024
Q2 		$3.13M Buy
25,244
+1,567
+7% +$202K 0.29% 45
2024
Q1 		$3.12M Buy
23,677
+2,432
+11% +$300K 0.32% 45
2023
Q4 		$2.32M Buy
21,245
+528
+3% +$54.8K 0.27% 51
2023
Q3 		$2.13M Buy
20,717
+2,453
+13% +$264K 0.29% 46
2023
Q2 		$2.11M Buy
18,264
+762
+4% +$86.5K 0.3% 47
2023
Q1 		$1.86M Buy
17,502
+9,065
+107% +$979K 0.3% 43
2022
Q4 		$936K Buy
8,437
+534
+7% +$54.6K 0.21% 42
2022
Q3 		$681K Sell
7,903
-53
-0.7% -$4.73K 0.18% 49
2022
Q2 		$725K Buy
7,956
+246
+3% +$21.8K 0.13% 144
2022
Q1 		$633K Buy
7,710
+396
+5% +$31.2K 0.1% 215
2021
Q4 		$561K Sell
7,314
-1,008
-12% -$80.3K 0.07% 278
2021
Q3 		$625K Buy
8,322
+1,994
+32% +$152K 0.09% 217
2021
Q2 		$492K Sell
6,328
-214
-3% -$15.9K 0.08% 231
2021
Q1 		$481K Buy
6,542
+1,012
+18% +$74.6K 0.1% 166
2020
Q4 		$432K Buy
+5,530
New +$423K 0.14% 109

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

Sage Mountain Advisors's MRK Position: Q1 2026 in Review

Sage Mountain Advisors reduced its Merck (MRK) stake by 72% in Q1 2026, selling an estimated $2.41M and leaving 8,218 shares worth $989K. The position accounts for 0.07% of the portfolio, ranked #94.

Sage Mountain Advisors first reported a position in MRK in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.13M in Q2 2024. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Sage Mountain Advisors held 8,218 shares of Merck worth $989K as of Q1 2026.
  • Sage Mountain Advisors sold 20,868 Merck shares in Q1 2026, an estimated $2.41M.
  • Merck made up 0.07% of Sage Mountain Advisors's portfolio in Q1 2026, its #94 holding.
  • Sage Mountain Advisors first reported a position in Merck in Q4 2020 and has held it in 22 quarters since.
  • Sage Mountain Advisors's Merck position peaked at $3.13M in Q2 2024.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.