Smartleaf Asset Management’s Merck MRK Stock Holding History

Smartleaf Asset Management’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	$4.72M	Buy	40,005 +3,113	+8%	+$359K	0.17%	108
2025 Q4	$3.91M	Buy	36,892 +4,135	+13%	+$388K	0.15%	125
2025 Q3	$2.57M	Buy	32,757 +5,893	+22%	+$485K	0.16%	139
2025 Q2	$2.13M	Sell	26,864 -7,084	-21%	-$563K	0.19%	108
2025 Q1	$3.03M	Sell	33,948 -1,977	-6%	-$185K	0.29%	68
2024 Q4	$3.53M	Buy	35,925 +2,058	+6%	+$212K	0.36%	50
2024 Q3	$3.85M	Buy	33,867 +5,625	+20%	+$668K	0.47%	40
2024 Q2	$3.67M	Buy	28,242 +3,696	+15%	+$476K	0.6%	31
2024 Q1	$3.23M	Buy	24,546 +5,136	+26%	+$633K	0.63%	35
2023 Q4	$2.12M	Buy	+19,410	New	+$2.01M	0.57%	40

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

Smartleaf Asset Management's MRK Position: Q1 2026 in Review

Smartleaf Asset Management increased its Merck (MRK) stake by 8.4% in Q1 2026, buying an estimated $359K and bringing the position to 40,005 shares worth $4.72M. The position accounts for 0.17% of the portfolio, ranked #108.

Smartleaf Asset Management first reported a position in MRK in Q4 2023 and has held it in 10 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Smartleaf Asset Management held 40,005 shares of Merck worth $4.72M as of Q1 2026.
Smartleaf Asset Management bought 3,113 Merck shares in Q1 2026, an estimated $359K.
Merck made up 0.17% of Smartleaf Asset Management's portfolio in Q1 2026, its #108 holding.
Smartleaf Asset Management first reported a position in Merck in Q4 2023 and has held it in 10 quarters since.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.