Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$728K Hold
6,059
0.19% 105
2025
Q4
$637K Hold
6,059
0.17% 115
2025
Q3
$508K Hold
6,059
0.14% 133
2025
Q2
$479K Hold
6,059
0.13% 146
2025
Q1
$543K Hold
6,059
0.16% 125
2024
Q4
$602K Hold
6,059
0.17% 116
2024
Q3
$688K Buy
6,059
+6
+0.1% +$713 0.19% 108
2024
Q2
$749K Buy
6,053
+1,032
+21% +$133K 0.24% 91
2024
Q1
$663K Hold
5,021
0.21% 96
2023
Q4
$547K Hold
5,021
0.19% 104
2023
Q3
$516K Hold
5,021
0.25% 94
2023
Q2
$579K Hold
5,021
0.21% 103
2023
Q1
$534K Hold
5,021
0.2% 105
2022
Q4
$557K Hold
5,021
0.22% 105
2022
Q3
$432K Hold
5,021
0.19% 105
2022
Q2
$457K Hold
5,021
0.19% 104
2022
Q1
$411K Sell
5,021
-39
-0.8% -$3.08K 0.14% 122
2021
Q4
$388K Buy
5,060
+39
+0.8% +$3.11K 0.13% 128
2021
Q3
$377K Hold
5,021
0.14% 128
2021
Q2
$390K Sell
5,021
-241
-5% -$17.9K 0.18% 114
2021
Q1
$387K Hold
5,262
0.15% 121
2020
Q4
$411K Hold
5,262
0.18% 104
2020
Q3
$416K Hold
5,262
0.21% 102
2020
Q2
$382K Hold
5,262
0.21% 100
2020
Q1
$386K Hold
5,262
0.26% 88
2019
Q4
$457K Hold
5,262
0.23% 108
2019
Q3
$416K Hold
5,262
0.23% 108
2019
Q2
$421K Buy
+5,262
New +$403K 0.23% 112
2018
Q4
Sell
-5,262
Closed -$356K 117
2018
Q3
$356K Hold
5,262
0.19% 126
2018
Q2
$305K Hold
5,262
0.18% 134
2018
Q1
$273K Hold
5,262
0.15% 148
2017
Q4
$283K Buy
+5,262
New +$292K 0.16% 142

Other funds holding MRK

SimplyRich's MRK Position: Q1 2026 in Review

SimplyRich held its Merck (MRK) position steady in Q1 2026 at 6,059 shares worth $728K. The position accounts for 0.19% of the portfolio, ranked #105.

SimplyRich first reported a position in MRK in Q4 2017 and has held it in 32 quarters since. The position peaked at $749K in Q2 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • SimplyRich held 6,059 shares of Merck worth $728K as of Q1 2026.
  • SimplyRich left its Merck share count unchanged in Q1 2026.
  • Merck made up 0.19% of SimplyRich's portfolio in Q1 2026, its #105 holding.
  • SimplyRich first reported a position in Merck in Q4 2017 and has held it in 32 quarters since.
  • SimplyRich's Merck position peaked at $749K in Q2 2024.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on SimplyRich's 13F filing for Q1 2026, filed 1 May 2026.