SFO
MRK icon

Stokes Family Office’s Merck MRK Stock Holding History

Stokes Family Office’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 		$746K Sell
6,205
-691
-10% -$79.8K 0.08% 155
2025
Q4 		$726K Sell
6,896
-582
-8% -$54.6K 0.07% 158
2025
Q3 		$628K Buy
7,478
+451
+6% +$37.1K 0.06% 162
2025
Q2 		$556K Buy
7,027
+560
+9% +$44.5K 0.06% 155
2025
Q1 		$580K Sell
6,467
-829
-11% -$77.4K 0.07% 145
2024
Q4 		$726K Sell
7,296
-705
-9% -$72.7K 0.08% 133
2024
Q3 		$909K Sell
8,001
-1,969
-20% -$234K 0.1% 121
2024
Q2 		$1.23M Buy
9,970
+2,230
+29% +$287K 0.14% 108
2024
Q1 		$1.02M Buy
7,740
+641
+9% +$79K 0.13% 117
2023
Q4 		$774K Sell
7,099
-5,960
-46% -$619K 0.1% 120
2023
Q3 		$1.34M Buy
13,059
+1,170
+10% +$126K 0.16% 109
2023
Q2 		$1.37M Buy
11,889
+3,108
+35% +$353K 0.16% 106
2023
Q1 		$934K Buy
8,781
+174
+2% +$18.8K 0.12% 122
2022
Q4 		$955K Buy
8,607
+416
+5% +$42.5K 0.12% 112
2022
Q3 		$705K Sell
8,191
-88
-1% -$7.86K 0.1% 125
2022
Q2 		$755K Buy
8,279
+567
+7% +$50.3K 0.1% 127
2022
Q1 		$633K Buy
7,712
+60
+0.8% +$4.73K 0.08% 143
2021
Q4 		$586K Sell
7,652
-93
-1% -$7.41K 0.07% 147
2021
Q3 		$582K Sell
7,745
-137
-2% -$10.4K 0.08% 134
2021
Q2 		$613K Buy
7,882
+269
+4% +$20K 0.09% 124
2021
Q1 		$560K Sell
7,613
-2,995
-28% -$221K 0.09% 126
2020
Q4 		$828K Buy
10,608
+1,336
+14% +$102K 0.16% 90
2020
Q3 		$734K Buy
9,272
+520
+6% +$40.7K 0.17% 86
2020
Q2 		$646K Buy
8,752
+659
+8% +$49.6K 0.16% 92
2020
Q1 		$594K Buy
8,093
+3,885
+92% +$305K 0.16% 85
2019
Q4 		$377K Buy
+4,208
New +$346K 0.08% 107

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

Stokes Family Office's MRK Position: Q1 2026 in Review

Stokes Family Office reduced its Merck (MRK) stake by 10% in Q1 2026, selling an estimated $79.8K and leaving 6,205 shares worth $746K. The position accounts for 0.08% of the portfolio, ranked #155.

Stokes Family Office first reported a position in MRK in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.37M in Q2 2023. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Stokes Family Office held 6,205 shares of Merck worth $746K as of Q1 2026.
  • Stokes Family Office sold 691 Merck shares in Q1 2026, an estimated $79.8K.
  • Merck made up 0.08% of Stokes Family Office's portfolio in Q1 2026, its #155 holding.
  • Stokes Family Office first reported a position in Merck in Q4 2019 and has held it in 26 quarters since.
  • Stokes Family Office's Merck position peaked at $1.37M in Q2 2023.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.