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Spectrum Investment Advisors’s Merck MRK Stock Holding History

Spectrum 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 		$251K Buy
2,083
+51
+3% +$5.89K 0.12% 37
2025
Q4 		$214K Buy
+2,032
New +$191K 0.11% 46
2024
Q2 		– Sell
-1,952
Closed -$258K – 32
2024
Q1 		$258K Buy
1,952
+32
+2% +$3.94K 0.19% 28
2023
Q4 		$209K Buy
+1,920
New +$199K 0.17% 33

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

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

Spectrum Investment Advisors increased its Merck (MRK) stake by 2.5% in Q1 2026, buying an estimated $5.89K and bringing the position to 2,083 shares worth $251K. The position accounts for 0.12% of the portfolio, ranked #37.

Spectrum Investment Advisors first reported a position in MRK in Q4 2023 and has held it in 4 quarters since. The position peaked at $258K in Q1 2024. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Spectrum Investment Advisors held 2,083 shares of Merck worth $251K as of Q1 2026.
  • Spectrum Investment Advisors bought 51 Merck shares in Q1 2026, an estimated $5.89K.
  • Merck made up 0.12% of Spectrum Investment Advisors's portfolio in Q1 2026, its #37 holding.
  • Spectrum Investment Advisors first reported a position in Merck in Q4 2023 and has held it in 4 quarters since.
  • Spectrum Investment Advisors's Merck position peaked at $258K in Q1 2024.
  • 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Spectrum Investment Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.