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Stone House Investment Management’s Merck MRK Stock Holding History

Stone House 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
Q1 		$168K Buy
1,400
+161
+13% +$18.6K 0.03% 91
2025
Q4 		$130K Buy
1,239
+71
+6% +$6.67K 0.02% 103
2025
Q3 		$98K Buy
1,168
+8
+0.7% +$659 0.02% 115
2025
Q2 		$91.8K Buy
1,160
+10
+0.9% +$795 0.02% 110
2025
Q1 		$103K Buy
+1,150
New +$107K 0.02% 92
2024
Q4 		– Sell
-1,150
Closed -$131K – 236
2024
Q3 		$131K Sell
1,150
-25
-2% -$2.97K 0.03% 63
2024
Q2 		$145K Buy
+1,175
New +$151K 0.04% 62

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

Stone House Investment Management's MRK Position: Q1 2026 in Review

Stone House Investment Management increased its Merck (MRK) stake by 13% in Q1 2026, buying an estimated $18.6K and bringing the position to 1,400 shares worth $168K. The position accounts for 0.03% of the portfolio, ranked #91.

Stone House Investment Management first reported a position in MRK in Q2 2024 and has held it in 7 quarters since. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Stone House Investment Management held 1,400 shares of Merck worth $168K as of Q1 2026.
  • Stone House Investment Management bought 161 Merck shares in Q1 2026, an estimated $18.6K.
  • Merck made up 0.03% of Stone House Investment Management's portfolio in Q1 2026, its #91 holding.
  • Stone House Investment Management first reported a position in Merck in Q2 2024 and has held it in 7 quarters since.
  • 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.