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
2020 Q1	–	Sell	-1	Closed	-$2.1M	–	141
2019 Q4	$2.1M	Buy	+1	New	+$82	0.55%	42
2019 Q3	–	Sell	-12	Closed	-$16.6M	–	417
2019 Q2	$16.6M	Hold	12	–	–	5.96%	2
2019 Q1	$16.4M	Hold	12	–	–	6.16%	2
2018 Q4	$11K	Sell	12 -9	-43%	-$635	0.01%	362
2018 Q3	$7K	Hold	21	–	–	﹤0.01%	455
2018 Q2	$1K	Hold	21	–	–	﹤0.01%	582
2018 Q1	$1K	Buy	+21	New	+$1.13K	﹤0.01%	592
2017 Q4	–	Sell	-21	Closed	-$2K	–	632
2017 Q3	$2K	Hold	21	–	–	﹤0.01%	576
2017 Q2	$4K	Hold	21	–	–	﹤0.01%	547
2017 Q1	$4K	Buy	+21	New	+$1.27K	﹤0.01%	532

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

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. 3,778 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.
3,778 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.