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Saxon Interests’s Merck MRK Stock Holding History

Saxon Interests’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 		$407K Sell
3,387
-6,426
-65% -$742K 0.14% 159
2025
Q4 		$1.03M Sell
9,813
-2,019
-17% -$190K 0.36% 69
2025
Q3 		$995K Sell
11,832
-8,770
-43% -$722K 0.39% 61
2025
Q2 		$1.85M Hold
20,602
– – 0.87% 29
2025
Q1 		$1.85M Buy
20,602
+1,820
+10% +$170K 0.87% 29
2024
Q4 		$1.87M Buy
18,782
+1,159
+7% +$119K 0.82% 31
2024
Q3 		$2M Buy
17,623
+1,801
+11% +$214K 0.91% 28
2024
Q2 		$1.96M Buy
15,822
+701
+5% +$90.3K 0.93% 29
2024
Q1 		$2M Buy
15,121
+1,832
+14% +$226K 0.95% 28
2023
Q4 		$1.45M Buy
+13,289
New +$1.38M 0.73% 33
2023
Q3 		– Sell
-12,903
Closed -$1.49M – 149
2023
Q2 		$1.49M Sell
12,903
-369
-3% -$41.9K 0.8% 31
2023
Q1 		$1.41M Buy
13,272
+3,742
+39% +$404K 0.8% 33
2022
Q4 		$1.05M Sell
9,530
-44
-0.5% -$4.5K 0.6% 50
2022
Q3 		$846K Buy
9,574
+242
+3% +$21.6K 0.52% 54
2022
Q2 		$851K Buy
9,332
+531
+6% +$47.1K 0.52% 55
2022
Q1 		$722K Buy
8,801
+722
+9% +$56.9K 0.38% 63
2021
Q4 		$660K Buy
+8,079
New +$643K 0.37% 61

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

Saxon Interests's MRK Position: Q1 2026 in Review

Saxon Interests reduced its Merck (MRK) stake by 65% in Q1 2026, selling an estimated $742K and leaving 3,387 shares worth $407K. The position accounts for 0.14% of the portfolio, ranked #159.

Saxon Interests first reported a position in MRK in Q4 2021 and has held it in 17 quarters since. The position peaked at $2M in Q3 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Saxon Interests held 3,387 shares of Merck worth $407K as of Q1 2026.
  • Saxon Interests sold 6,426 Merck shares in Q1 2026, an estimated $742K.
  • Merck made up 0.14% of Saxon Interests's portfolio in Q1 2026, its #159 holding.
  • Saxon Interests first reported a position in Merck in Q4 2021 and has held it in 17 quarters since.
  • Saxon Interests's Merck position peaked at $2M in Q3 2024.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Saxon Interests's 13F filing for Q1 2026, filed 29 Apr 2026.