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Smith, Moore & Co’s Merck MRK Stock Holding History

Smith, Moore & Co’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 		$3.12M Sell
25,973
-4,566
-15% -$527K 0.23% 87
2025
Q4 		$3.21M Buy
30,539
+6,925
+29% +$650K 0.24% 81
2025
Q3 		$1.98M Buy
23,614
+663
+3% +$54.6K 0.15% 124
2025
Q2 		$1.82M Buy
22,951
+452
+2% +$35.9K 0.15% 130
2025
Q1 		$2.02M Sell
22,499
-123
-0.5% -$11.5K 0.19% 112
2024
Q4 		$2.25M Buy
22,622
+485
+2% +$50K 0.21% 99
2024
Q3 		$2.51M Buy
22,137
+996
+5% +$118K 0.24% 86
2024
Q2 		$2.62M Buy
21,141
+1,389
+7% +$179K 0.27% 76
2024
Q1 		$2.61M Sell
19,752
-147
-0.7% -$18.1K 0.28% 76
2023
Q4 		$2.17M Sell
19,899
-109
-0.5% -$11.3K 0.26% 82
2023
Q3 		$2.06M Sell
20,008
-177
-0.9% -$19.1K 0.27% 76
2023
Q2 		$2.33M Buy
20,185
+874
+5% +$99.2K 0.3% 74
2023
Q1 		$2.05M Sell
19,311
-791
-4% -$85.4K 0.28% 80
2022
Q4 		$2.23M Buy
20,102
+729
+4% +$74.5K 0.31% 70
2022
Q3 		$1.67M Sell
19,373
-44
-0.2% -$3.93K 0.25% 85
2022
Q2 		$1.77M Buy
19,417
+2,578
+15% +$229K 0.27% 84
2022
Q1 		$1.38M Buy
16,839
+531
+3% +$41.9K 0.19% 106
2021
Q4 		$1.25M Buy
16,308
+1,008
+7% +$80.3K 0.17% 111
2021
Q3 		$1.15M Buy
15,300
+1,140
+8% +$86.7K 0.18% 113
2021
Q2 		$1.1M Buy
14,160
+943
+7% +$70.1K 0.17% 123
2021
Q1 		$972K Buy
13,217
+2,980
+29% +$220K 0.16% 134
2020
Q4 		$799K Sell
10,237
-3,586
-26% -$274K 0.15% 131
2020
Q3 		$1.09M Buy
13,823
+1,816
+15% +$142K 0.23% 82
2020
Q2 		$886K Sell
12,007
-155
-1% -$11.7K 0.2% 97
2020
Q1 		$893K Buy
12,162
+4,161
+52% +$327K 0.24% 84
2019
Q4 		$694K Sell
8,001
-2,737
-25% -$225K 0.14% 134
2019
Q3 		$862K Sell
10,738
-86
-0.8% -$6.89K 0.19% 100
2019
Q2 		$866K Buy
10,824
+19
+0.2% +$1.46K 0.19% 103
2019
Q1 		$857K Buy
10,805
+351
+3% +$26.3K 0.2% 102
2018
Q4 		$762K Sell
10,454
-189
-2% -$13.3K 0.21% 100
2018
Q3 		$721K Buy
10,643
+37
+0.3% +$2.36K 0.16% 123
2018
Q2 		$614K Buy
10,606
+839
+9% +$47.3K 0.15% 134
2018
Q1 		$508K Buy
9,767
+261
+3% +$14.1K 0.14% 151
2017
Q4 		$510K Buy
9,506
+160
+2% +$8.87K 0.14% 147
2017
Q3 		$571K Buy
9,346
+3,137
+51% +$190K 0.16% 122
2017
Q2 		$380K Buy
6,209
+1
+0% +$61 0.13% 158
2017
Q1 		$376K Sell
6,208
-1,478
-19% -$89.7K 0.13% 150
2016
Q4 		$432K Sell
7,686
-1,098
-13% -$64.3K 0.16% 125
2016
Q3 		$523K Sell
8,784
-77
-0.9% -$4.5K 0.21% 96
2016
Q2 		$487K Sell
8,861
-16,622
-65% -$885K 0.2% 105
2016
Q1 		$1.29M Buy
25,483
+2,481
+11% +$122K 0.56% 38
2015
Q4 		$1.16M Buy
+23,002
New +$1.16M 0.58% 35

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

Smith, Moore & Co's MRK Position: Q1 2026 in Review

Smith, Moore & Co reduced its Merck (MRK) stake by 15% in Q1 2026, selling an estimated $527K and leaving 25,973 shares worth $3.12M. The position accounts for 0.23% of the portfolio, ranked #87.

Smith, Moore & Co first reported a position in MRK in Q4 2015 and has held it in 42 quarters since. The position peaked at $3.21M in Q4 2025. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Smith, Moore & Co held 25,973 shares of Merck worth $3.12M as of Q1 2026.
  • Smith, Moore & Co sold 4,566 Merck shares in Q1 2026, an estimated $527K.
  • Merck made up 0.23% of Smith, Moore & Co's portfolio in Q1 2026, its #87 holding.
  • Smith, Moore & Co first reported a position in Merck in Q4 2015 and has held it in 42 quarters since.
  • Smith, Moore & Co's Merck position peaked at $3.21M in Q4 2025.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.