Samara Investment Management’s Merck MRK Stock Holding History

Samara Investment Management’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 Q2	$401K	Hold	3,122	–	–	0.37%	54
2026 Q1	$376K	Buy	+3,122	New	+$360K	0.39%	55

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Samara Investment Management's MRK Position: Q2 2026 in Review

Samara Investment Management held its Merck (MRK) position steady in Q2 2026 at 3,122 shares worth $401K. The position accounts for 0.37% of the portfolio, ranked #54.

Samara Investment Management first reported a position in MRK in Q1 2026 and has held it in 2 quarters since. 3,820 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Samara Investment Management held 3,122 shares of Merck worth $401K as of Q2 2026.
Samara Investment Management left its Merck share count unchanged in Q2 2026.
Merck made up 0.37% of Samara Investment Management's portfolio in Q2 2026, its #54 holding.
Samara Investment Management first reported a position in Merck in Q1 2026 and has held it in 2 quarters since.
3,820 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Samara Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.