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Sittner & Nelson’s Merck MRK Stock Holding History

Sittner & Nelson’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 		$980K Sell
8,147
-65
-0.8% -$7.5K 0.36% 62
2025
Q4 		$1M Buy
8,212
+1,570
+24% +$147K 0.35% 61
2025
Q3 		$557K Buy
6,642
+4
+0.1% +$329 0.2% 74
2025
Q2 		$525K Buy
6,638
+68
+1% +$5.41K 0.21% 74
2025
Q1 		$590K Buy
6,570
+403
+7% +$37.6K 0.25% 66
2024
Q4 		$614K Sell
6,167
-30
-0.5% -$3.09K 0.27% 62
2024
Q3 		$704K Buy
6,197
+785
+15% +$93.3K 0.31% 55
2024
Q2 		$670K Sell
5,412
-680
-11% -$87.6K 0.33% 52
2024
Q1 		$804K Sell
6,092
-700
-10% -$86.3K 0.4% 47
2023
Q4 		$740K Sell
6,792
-276
-4% -$28.6K 0.4% 49
2023
Q3 		$728K Sell
7,068
-95
-1% -$10.2K 0.42% 47
2023
Q2 		$827K Sell
7,163
-149
-2% -$16.9K 0.45% 42
2023
Q1 		$778K Sell
7,312
-1,097
-13% -$118K 0.45% 45
2022
Q4 		$933K Buy
8,409
+596
+8% +$60.9K 0.57% 38
2022
Q3 		$673K Sell
7,813
-34
-0.4% -$3.04K 0.45% 44
2022
Q2 		$715K Buy
7,847
+500
+7% +$44.3K 0.47% 45
2022
Q1 		$603K Sell
7,347
-4
-0.1% -$315 0.35% 49
2021
Q4 		$563K Buy
7,351
+1,645
+29% +$131K 0.33% 57
2021
Q3 		$429K Buy
5,706
+550
+11% +$41.8K 0.28% 64
2021
Q2 		$401K Sell
5,156
-247
-5% -$18.4K 0.28% 62
2021
Q1 		$397K Buy
5,403
+777
+17% +$57.3K 0.3% 64
2020
Q4 		$361K Buy
+4,626
New +$354K 0.32% 63

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

Sittner & Nelson's MRK Position: Q1 2026 in Review

Sittner & Nelson reduced its Merck (MRK) stake by 0.79% in Q1 2026, selling an estimated $7.5K and leaving 8,147 shares worth $980K. The position accounts for 0.36% of the portfolio, ranked #62.

Sittner & Nelson first reported a position in MRK in Q4 2020 and has held it in 22 quarters since. The position peaked at $1M in Q4 2025. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Sittner & Nelson held 8,147 shares of Merck worth $980K as of Q1 2026.
  • Sittner & Nelson sold 65 Merck shares in Q1 2026, an estimated $7.5K.
  • Merck made up 0.36% of Sittner & Nelson's portfolio in Q1 2026, its #62 holding.
  • Sittner & Nelson first reported a position in Merck in Q4 2020 and has held it in 22 quarters since.
  • Sittner & Nelson's Merck position peaked at $1M in Q4 2025.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.