SFG
MRK icon

SevenBridge Financial Group’s Merck MRK Stock Holding History

SevenBridge Financial Group’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 		$3.04M Sell
26,903
-362
-1% -$41.8K 0.47% 68
2025
Q4 		$2.93M Sell
27,265
-2,570
-9% -$241K 0.47% 72
2025
Q3 		$2.73M Sell
29,835
-7,596
-20% -$626K 0.45% 75
2025
Q2 		$3.01M Sell
37,431
-7,453
-17% -$592K 0.53% 64
2025
Q1 		$3.61M Sell
44,884
-11,644
-21% -$1.09M 0.71% 40
2024
Q4 		$4.89M Sell
56,528
-3,931
-7% -$405K 0.93% 30
2024
Q3 		$6.09M Buy
60,459
+4,042
+7% +$480K 1.17% 21
2024
Q2 		$6.27M Buy
56,417
+779
+1% +$100K 1.39% 16
2024
Q1 		$7.09M Sell
55,638
-2,030
-4% -$250K 1.61% 13
2023
Q4 		$6.29M Buy
57,668
+1,217
+2% +$126K 1.49% 13
2023
Q3 		$5.81M Buy
56,451
+491
+0.9% +$52.9K 1.5% 17
2023
Q2 		$6.46M Sell
55,960
-507
-0.9% -$57.6K 1.67% 13
2023
Q1 		$6.01M Sell
56,467
-13
-0% -$1.4K 1.66% 15
2022
Q4 		$6.27M Sell
56,480
-1,226
-2% -$125K 1.83% 12
2022
Q3 		$4.97M Buy
57,706
+10,337
+22% +$923K 1.68% 13
2022
Q2 		$4.32M Sell
47,369
-724
-2% -$64.2K 1.75% 12
2022
Q1 		$3.95M Sell
48,093
-3,336
-6% -$263K 1.39% 19
2021
Q4 		$3.94M Buy
51,429
+400
+0.8% +$31.9K 1.19% 23
2021
Q3 		$3.83M Sell
51,029
-227
-0.4% -$17.3K 1.28% 21
2021
Q2 		$3.99M Sell
51,256
-564
-1% -$42K 1.3% 20
2021
Q1 		$3.81M Buy
51,820
+2,080
+4% +$153K 1.39% 20
2020
Q4 		$3.88M Buy
49,740
+5,013
+11% +$383K 1.52% 18
2020
Q3 		$3.54M Buy
44,727
+1,013
+2% +$79.3K 1.61% 18
2020
Q2 		$3.23M Buy
43,714
+819
+2% +$61.7K 1.6% 18
2020
Q1 		$3.15M Buy
42,895
+2,943
+7% +$231K 1.82% 15
2019
Q4 		$3.47M Sell
39,952
-249
-0.6% -$20.5K 0.91% 23
2019
Q3 		$3.23M Buy
40,201
+725
+2% +$58.1K 1.7% 15
2019
Q2 		$3.16M Sell
39,476
-341
-0.9% -$26.1K 1.13% 24
2019
Q1 		$3.16M Sell
39,817
-39
-0.1% -$2.92K 1.19% 22
2018
Q4 		$2.91M Sell
39,856
-1,998
-5% -$141K 1.78% 15
2018
Q3 		$2.83M Buy
41,854
+478
+1% +$30.5K 1.51% 15
2018
Q2 		$2.4M Buy
41,376
+1,091
+3% +$61.5K 1.33% 17
2018
Q1 		$2.09M Buy
40,285
+451
+1% +$24.4K 1.2% 24
2017
Q4 		$2.14M Buy
39,834
+1,212
+3% +$67.2K 1.18% 22
2017
Q3 		$2.36M Buy
38,622
+1,301
+3% +$78.9K 1.35% 14
2017
Q2 		$2.3M Buy
37,321
+1,407
+4% +$85.6K 1.4% 13
2017
Q1 		$2.16M Buy
35,914
+20,376
+131% +$1.24M 1.42% 15
2016
Q4 		$927K Hold
15,538
– – 0.67% 45
2016
Q3 		$927K Sell
15,538
-607
-4% -$35.5K 0.68% 45
2016
Q2 		$888K Buy
+16,145
New +$859K 0.62% 53

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

SevenBridge Financial Group's MRK Position: Q1 2026 in Review

SevenBridge Financial Group reduced its Merck (MRK) stake by 1.3% in Q1 2026, selling an estimated $41.8K and leaving 26,903 shares worth $3.04M. The position accounts for 0.47% of the portfolio, ranked #68.

SevenBridge Financial Group first reported a position in MRK in Q2 2016 and has held it in 40 quarters since. The position peaked at $7.09M in Q1 2024. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • SevenBridge Financial Group held 26,903 shares of Merck worth $3.04M as of Q1 2026.
  • SevenBridge Financial Group sold 362 Merck shares in Q1 2026, an estimated $41.8K.
  • Merck made up 0.47% of SevenBridge Financial Group's portfolio in Q1 2026, its #68 holding.
  • SevenBridge Financial Group first reported a position in Merck in Q2 2016 and has held it in 40 quarters since.
  • SevenBridge Financial Group's Merck position peaked at $7.09M in Q1 2024.
  • 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.