SIM
MRK icon

Sterling Investment Management’s Merck MRK Stock Holding History

Sterling Investment 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
Q2 		$213K Buy
+1,661
New +$194K 0.12% 66
2024
Q4 		– Sell
-1,808
Closed -$205K – 60
2024
Q3 		$205K Sell
1,808
-100
-5% -$11.9K 0.16% 56
2024
Q2 		$236K Hold
1,908
– – 0.18% 56
2024
Q1 		$252K Buy
1,908
+52
+3% +$6.41K 0.18% 58
2023
Q4 		$202K Buy
+1,856
New +$193K 0.15% 64
2023
Q3 		– Sell
-1,856
Closed -$214K – 58
2023
Q2 		$214K Buy
+1,856
New +$211K 0.17% 59
2023
Q1 		– Sell
-1,856
Closed -$206K – 62
2022
Q4 		$206K Buy
+1,856
New +$190K 0.17% 60
2020
Q2 		– Sell
-6,010
Closed -$441K – 61
2020
Q1 		$441K Sell
6,010
-107
-2% -$8.41K 0.38% 48
2019
Q4 		$531K Sell
6,117
-83
-1% -$6.82K 0.35% 50
2019
Q3 		$498K Sell
6,200
-7,424
-54% -$595K 0.36% 45
2019
Q2 		$1.09M Sell
13,624
-297
-2% -$22.7K 0.84% 32
2019
Q1 		$1.1M Buy
+13,921
New +$1.04M 0.86% 32
2015
Q2 		– Sell
-3,700
Closed -$203K – 68
2015
Q1 		$203K Hold
3,700
– – 0.14% 67
2014
Q4 		$201K Sell
3,700
-504
-12% -$28.1K 0.14% 65
2014
Q3 		$238K Buy
4,204
+242
+6% +$13.6K 0.17% 65
2014
Q2 		$219K Buy
3,962
+88
+2% +$4.8K 0.15% 62
2014
Q1 		$210K Sell
3,874
-315
-8% -$16.3K 0.15% 57
2013
Q4 		$200K Sell
4,189
-367
-8% -$16.8K 0.14% 54
2013
Q3 		$207K Buy
+4,556
New +$208K 0.15% 52

Other funds holding MRK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Sterling Investment Management's MRK Position: Q2 2026 in Review

Sterling Investment Management opened a new position in Merck (MRK) in Q2 2026: 1,661 shares worth $213K. The stake represents 0.12% of the portfolio and ranks #66 among its holdings. This is a return to the name: Sterling Investment Management previously reported a position in MRK as recently as Q3 2024.

Sterling Investment Management first reported a position in MRK in Q3 2013 and has held it in 19 quarters since. The position peaked at $1.1M in Q1 2019. 1,299 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Sterling Investment Management held 1,661 shares of Merck worth $213K as of Q2 2026.
  • Merck was a new Sterling Investment Management position in Q2 2026.
  • Merck made up 0.12% of Sterling Investment Management's portfolio in Q2 2026, its #66 holding.
  • Sterling Investment Management first reported a position in Merck in Q3 2013 and has held it in 19 quarters since.
  • Sterling Investment Management's Merck position peaked at $1.1M in Q1 2019.
  • 1,299 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Sterling Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.