STALEY CAPITAL ADVISERS’s Merck MRK Stock Holding History

STALEY CAPITAL ADVISERS’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	$968K	Hold	8,045	–	–	0.04%	110
2025 Q4	$847K	Hold	8,045	–	–	0.03%	119
2025 Q3	$675K	Hold	8,045	–	–	0.03%	128
2025 Q2	$637K	Hold	8,045	–	–	0.03%	128
2025 Q1	$722K	Hold	8,045	–	–	0.03%	122
2024 Q4	$800K	Hold	8,045	–	–	0.04%	119
2024 Q3	$914K	Hold	8,045	–	–	0.04%	113
2024 Q2	$996K	Sell	8,045 -122	-1%	-$15.7K	0.05%	105
2024 Q1	$1.08M	Hold	8,167	–	–	0.05%	103
2023 Q4	$890K	Hold	8,167	–	–	0.04%	108
2023 Q3	$841K	Sell	8,167 -399	-5%	-$43K	0.05%	105
2023 Q2	$988K	Buy	8,566 +15	+0.2%	+$1.7K	0.05%	100
2023 Q1	$910K	Hold	8,551	–	–	0.05%	104
2022 Q4	$949K	Hold	8,551	–	–	0.06%	99
2022 Q3	$736K	Buy	8,551 +1,142	+15%	+$102K	0.05%	104
2022 Q2	$675K	Hold	7,409	–	–	0.04%	108
2022 Q1	$608K	Sell	7,409 -100	-1%	-$7.88K	0.03%	116
2021 Q4	$575K	Buy	7,509 +100	+1%	+$7.96K	0.03%	119
2021 Q3	$556K	Hold	7,409	–	–	0.03%	117
2021 Q2	$576K	Sell	7,409 -911	-11%	-$67.8K	0.03%	115
2021 Q1	$612K	Sell	8,320 -773	-9%	-$57K	0.03%	118
2020 Q4	$710K	Hold	9,093	–	–	0.04%	102
2020 Q3	$720K	Hold	9,093	–	–	0.05%	100
2020 Q2	$671K	Buy	9,093 +1,013	+13%	+$76.3K	0.05%	101
2020 Q1	$593K	Hold	8,080	–	–	0.05%	97
2019 Q4	$701K	Hold	8,080	–	–	0.05%	107
2019 Q3	$649K	Buy	8,080 +4,910	+155%	+$394K	0.05%	102
2019 Q2	$254K	Hold	3,170	–	–	0.02%	148
2019 Q1	$252K	Sell	3,170 -1,222	-28%	-$91.4K	0.02%	142
2018 Q4	$320K	Hold	4,392	–	–	0.03%	126
2018 Q3	$297K	Hold	4,392	–	–	0.02%	135
2018 Q2	$254K	Sell	4,392 -1,692	-28%	-$95.5K	0.02%	142
2018 Q1	$316K	Sell	6,084 -1,770	-23%	-$95.6K	0.02%	118
2017 Q4	$422K	Buy	7,854 +2,216	+39%	+$123K	0.03%	106
2017 Q3	$344K	Hold	5,638	–	–	0.03%	122
2017 Q2	$345K	Sell	5,638 -157	-3%	-$9.56K	0.03%	125
2017 Q1	$351K	Buy	5,795 +79	+1%	+$4.79K	0.03%	103
2016 Q4	$321K	Hold	5,716	–	–	0.03%	102
2016 Q3	$340K	Hold	5,716	–	–	0.03%	99
2016 Q2	$314K	Hold	5,716	–	–	0.03%	99
2016 Q1	$289K	Sell	5,716 -314	-5%	-$15.4K	0.03%	104
2015 Q4	$304K	Sell	6,030 -577	-9%	-$29.1K	0.04%	99
2015 Q3	$311K	Buy	6,607 +367	+6%	+$19.5K	0.04%	100
2015 Q2	$339K	Hold	6,240	–	–	0.04%	98
2015 Q1	$342K	Sell	6,240 -629	-9%	-$35.6K	0.04%	93
2014 Q4	$372K	Hold	6,869	–	–	0.04%	91
2014 Q3	$389K	Buy	6,869 +1,246	+22%	+$70K	0.05%	90
2014 Q2	$310K	Hold	5,623	–	–	0.04%	103
2014 Q1	$305K	Hold	5,623	–	–	0.04%	103
2013 Q4	$269K	Sell	5,623 -45	-0.8%	-$2.06K	0.04%	104
2013 Q3	$257K	Buy	5,668 +45	+0.8%	+$2.06K	0.04%	99
2013 Q2	$249K	Buy	+5,623	New	+$251K	0.04%	93

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

STALEY CAPITAL ADVISERS's MRK Position: Q1 2026 in Review

STALEY CAPITAL ADVISERS held its Merck (MRK) position steady in Q1 2026 at 8,045 shares worth $968K. The position accounts for 0.04% of the portfolio, ranked #110.

STALEY CAPITAL ADVISERS first reported a position in MRK in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.08M in Q1 2024. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

STALEY CAPITAL ADVISERS held 8,045 shares of Merck worth $968K as of Q1 2026.
STALEY CAPITAL ADVISERS left its Merck share count unchanged in Q1 2026.
Merck made up 0.04% of STALEY CAPITAL ADVISERS's portfolio in Q1 2026, its #110 holding.
STALEY CAPITAL ADVISERS first reported a position in Merck in Q2 2013 and has held it in 52 quarters since.
STALEY CAPITAL ADVISERS's Merck position peaked at $1.08M in Q1 2024.
3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q1 2026, filed 29 Apr 2026.