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Schubert & Co’s Merck MRK Stock Holding History

Schubert & Co’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 		$495K Sell
4,116
-54
-1% -$6.23K 0.4% 39
2025
Q4 		$439K Buy
4,170
+302
+8% +$28.3K 0.35% 44
2025
Q3 		$325K Buy
3,868
+205
+6% +$16.9K 0.24% 53
2025
Q2 		$290K Buy
3,663
+154
+4% +$12.2K 0.21% 56
2025
Q1 		$315K Buy
3,509
+662
+23% +$61.8K 0.22% 46
2024
Q4 		$283K Buy
2,847
+7
+0.2% +$722 0.19% 46
2024
Q3 		$323K Buy
2,840
+18
+0.6% +$2.14K 0.23% 46
2024
Q2 		$372K Hold
2,822
– – 0.32% 22
2024
Q1 		$372K Buy
2,822
+5
+0.2% +$616 0.32% 22
2023
Q4 		$307K Sell
2,817
-227
-7% -$23.6K 0.28% 25
2023
Q3 		$313K Sell
3,044
-1,089
-26% -$117K 0.32% 23
2023
Q2 		$477K Buy
4,133
+25
+0.6% +$2.84K 0.45% 17
2023
Q1 		$437K Sell
4,108
-481
-10% -$51.9K 0.39% 18
2022
Q4 		$509K Sell
4,589
-421
-8% -$43K 0.46% 16
2022
Q3 		$431K Sell
5,010
-117
-2% -$10.4K 0.41% 16
2022
Q2 		$467K Buy
5,127
+188
+4% +$16.7K 0.44% 13
2022
Q1 		$405K Buy
4,939
+7
+0.1% +$552 0.44% 13
2021
Q4 		$378K Buy
+4,932
New +$393K 0.38% 16

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

Schubert & Co's MRK Position: Q1 2026 in Review

Schubert & Co reduced its Merck (MRK) stake by 1.3% in Q1 2026, selling an estimated $6.23K and leaving 4,116 shares worth $495K. The position accounts for 0.4% of the portfolio, ranked #39.

Schubert & Co first reported a position in MRK in Q4 2021 and has held it in 18 quarters since. The position peaked at $509K in Q4 2022. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Schubert & Co held 4,116 shares of Merck worth $495K as of Q1 2026.
  • Schubert & Co sold 54 Merck shares in Q1 2026, an estimated $6.23K.
  • Merck made up 0.4% of Schubert & Co's portfolio in Q1 2026, its #39 holding.
  • Schubert & Co first reported a position in Merck in Q4 2021 and has held it in 18 quarters since.
  • Schubert & Co's Merck position peaked at $509K in Q4 2022.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Schubert & Co's 13F filing for Q1 2026, filed 29 Apr 2026.