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Stack Financial Management’s Merck MRK Stock Holding History

Stack Financial 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 		$25.2M Sell
209,647
-734
-0.3% -$84.7K 1.85% 18
2025
Q4 		$22.1M Sell
210,381
-5,917
-3% -$555K 1.69% 20
2025
Q3 		$18.2M Sell
216,298
-461
-0.2% -$38K 1.51% 27
2025
Q2 		$17.2M Sell
216,759
-4,025
-2% -$320K 1.52% 27
2025
Q1 		$19.8M Sell
220,784
-4,556
-2% -$425K 1.65% 25
2024
Q4 		$22.4M Buy
225,340
+1,064
+0.5% +$110K 2.05% 17
2024
Q3 		$25.5M Buy
224,276
+3,207
+1% +$381K 2.29% 17
2024
Q2 		$27.4M Buy
221,069
+452
+0.2% +$58.2K 2.53% 11
2024
Q1 		$29.1M Sell
220,617
-2,979
-1% -$367K 2.67% 11
2023
Q4 		$24.4M Sell
223,596
-6,646
-3% -$690K 2.75% 11
2023
Q3 		$23.7M Buy
230,242
+1,213
+0.5% +$131K 2.76% 10
2023
Q2 		$26.4M Buy
229,029
+2,452
+1% +$278K 2.96% 8
2023
Q1 		$24.1M Buy
226,577
+1,786
+0.8% +$193K 2.93% 11
2022
Q4 		$24.9M Sell
224,791
-871
-0.4% -$89K 2.51% 11
2022
Q3 		$19.4M Buy
225,662
+3,438
+2% +$307K 2.04% 14
2022
Q2 		$20.3M Sell
222,224
-8
-0% -$709 2.02% 16
2022
Q1 		$18.2M Buy
222,232
+2,060
+0.9% +$162K 1.47% 31
2021
Q4 		$16.9M Buy
220,172
+1,792
+0.8% +$143K 1.46% 31
2021
Q3 		$16.4M Buy
218,380
+1,017
+0.5% +$77.3K 1.56% 29
2021
Q2 		$16.9M Sell
217,363
-4,590
-2% -$341K 1.45% 34
2021
Q1 		$16.3M Buy
221,953
+2,736
+1% +$202K 1.38% 37
2020
Q4 		$17.1M Buy
219,217
+8,277
+4% +$633K 1.51% 32
2020
Q3 		$16.7M Sell
210,940
-131
-0.1% -$10.3K 1.68% 25
2020
Q2 		$15.6M Buy
211,071
+93,591
+80% +$7.05M 1.77% 24
2020
Q1 		$8.63M Buy
+117,480
New +$9.23M 1.35% 31

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

Stack Financial Management's MRK Position: Q1 2026 in Review

Stack Financial Management reduced its Merck (MRK) stake by 0.35% in Q1 2026, selling an estimated $84.7K and leaving 209,647 shares worth $25.2M. The position accounts for 1.85% of the portfolio, ranked #18.

Stack Financial Management first reported a position in MRK in Q1 2020 and has held it in 25 quarters since. The position peaked at $29.1M in Q1 2024. 3,777 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Stack Financial Management held 209,647 shares of Merck worth $25.2M as of Q1 2026.
  • Stack Financial Management sold 734 Merck shares in Q1 2026, an estimated $84.7K.
  • Merck made up 1.85% of Stack Financial Management's portfolio in Q1 2026, its #18 holding.
  • Stack Financial Management first reported a position in Merck in Q1 2020 and has held it in 25 quarters since.
  • Stack Financial Management's Merck position peaked at $29.1M in Q1 2024.
  • 3,777 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Stack Financial Management's 13F filing for Q1 2026, filed 4 May 2026.