Seven Mile Advisory’s Merck MRK Stock Holding History

Seven Mile Advisory’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	$617K	Sell	5,133 -2,379	-32%	-$275K	0.45%	39
2025 Q4	$791K	Buy	7,512 +817	+12%	+$76.7K	0.14%	82
2025 Q3	$562K	Buy	6,695 +2,525	+61%	+$208K	0.09%	119
2025 Q2	$330K	Sell	4,170 -1,155	-22%	-$91.8K	0.2%	107
2025 Q1	$478K	Sell	5,325 -534	-9%	-$49.9K	0.32%	59
2024 Q4	$583K	Buy	5,859 +951	+19%	+$98K	0.37%	49
2024 Q3	$557K	Buy	4,908 +165	+3%	+$19.6K	0.37%	53
2024 Q2	$587K	Buy	4,743 +105	+2%	+$13.5K	0.43%	45
2024 Q1	$612K	Buy	4,638 +43	+0.9%	+$5.3K	0.46%	43
2023 Q4	$501K	Buy	4,595 +179	+4%	+$18.6K	0.43%	52
2023 Q3	$455K	Sell	4,416 -171	-4%	-$18.4K	0.48%	49
2023 Q2	$529K	Buy	+4,587	New	+$521K	0.62%	39

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Seven Mile Advisory's MRK Position: Q1 2026 in Review

Seven Mile Advisory reduced its Merck (MRK) stake by 32% in Q1 2026, selling an estimated $275K and leaving 5,133 shares worth $617K. The position accounts for 0.45% of the portfolio, ranked #39.

Seven Mile Advisory first reported a position in MRK in Q2 2023 and has held it in 12 quarters since. The position peaked at $791K in Q4 2025. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Seven Mile Advisory held 5,133 shares of Merck worth $617K as of Q1 2026.
Seven Mile Advisory sold 2,379 Merck shares in Q1 2026, an estimated $275K.
Merck made up 0.45% of Seven Mile Advisory's portfolio in Q1 2026, its #39 holding.
Seven Mile Advisory first reported a position in Merck in Q2 2023 and has held it in 12 quarters since.
Seven Mile Advisory's Merck position peaked at $791K in Q4 2025.
3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.