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Soltis Investment Advisors’s Merck MRK Stock Holding History

Soltis Investment Advisors’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 		$5.7M Buy
47,359
+613
+1% +$70.8K 0.36% 74
2025
Q4 		$4.92M Sell
46,746
-265
-0.6% -$24.9K 0.32% 73
2025
Q3 		$3.95M Buy
47,011
+36,865
+363% +$3.04M 0.27% 87
2025
Q2 		$803K Sell
10,146
-27,230
-73% -$2.16M 0.06% 199
2025
Q1 		$3.35M Buy
37,376
+27,349
+273% +$2.55M 0.3% 90
2024
Q4 		$997K Sell
10,027
-5,803
-37% -$598K 0.09% 163
2024
Q3 		$1.8M Sell
15,830
-52
-0.3% -$6.18K 0.18% 125
2024
Q2 		$1.97M Buy
15,882
+125
+0.8% +$16.1K 0.21% 116
2024
Q1 		$2.08M Buy
15,757
+247
+2% +$30.4K 0.23% 115
2023
Q4 		$1.69M Sell
15,510
-105
-0.7% -$10.9K 0.19% 122
2023
Q3 		$1.61M Buy
15,615
+860
+6% +$92.7K 0.21% 116
2023
Q2 		$1.7M Buy
14,755
+5,313
+56% +$603K 0.2% 115
2023
Q1 		$1M Sell
9,442
-8
-0.1% -$864 0.13% 131
2022
Q4 		$1.05M Sell
9,450
-33,951
-78% -$3.47M 0.14% 125
2022
Q3 		$3.74M Buy
43,401
+2,431
+6% +$217K 0.56% 42
2022
Q2 		$3.73M Buy
40,970
+2,765
+7% +$245K 0.54% 44
2022
Q1 		$3.13M Buy
38,205
+7,869
+26% +$620K 0.44% 49
2021
Q4 		$2.33M Buy
30,336
+27,066
+828% +$2.16M 0.33% 65
2021
Q3 		$246K Buy
3,270
+46
+1% +$3.5K 0.04% 214
2021
Q2 		$251K Sell
3,224
-529
-14% -$39.3K 0.04% 217
2021
Q1 		$276K Sell
3,753
-4,372
-54% -$322K 0.05% 186
2020
Q4 		$634K Buy
8,125
+4,706
+138% +$360K 0.12% 125
2020
Q3 		$271K Sell
3,419
-3,558
-51% -$279K 0.06% 173
2020
Q2 		$515K Buy
6,977
+3,878
+125% +$292K 0.13% 114
2020
Q1 		$228K Buy
3,099
+408
+15% +$32.1K 0.07% 146
2019
Q4 		$234K Buy
+2,691
New +$221K 0.05% 136

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

Soltis Investment Advisors's MRK Position: Q1 2026 in Review

Soltis Investment Advisors increased its Merck (MRK) stake by 1.3% in Q1 2026, buying an estimated $70.8K and bringing the position to 47,359 shares worth $5.7M. The position accounts for 0.36% of the portfolio, ranked #74.

Soltis Investment Advisors first reported a position in MRK in Q4 2019 and has held it in 26 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Soltis Investment Advisors held 47,359 shares of Merck worth $5.7M as of Q1 2026.
  • Soltis Investment Advisors bought 613 Merck shares in Q1 2026, an estimated $70.8K.
  • Merck made up 0.36% of Soltis Investment Advisors's portfolio in Q1 2026, its #74 holding.
  • Soltis Investment Advisors first reported a position in Merck in Q4 2019 and has held it in 26 quarters since.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.