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Stonebrook Private’s Merck MRK Stock Holding History

Stonebrook Private’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 		$576K Buy
4,791
+555
+13% +$64.1K 0.12% 108
2025
Q4 		$446K Buy
4,236
+247
+6% +$23.2K 0.09% 131
2025
Q3 		$335K Buy
3,989
+6
+0.2% +$494 0.07% 154
2025
Q2 		$313K Sell
3,983
-31,083
-89% -$2.47M 0.07% 153
2025
Q1 		$3.15M Sell
35,066
-558
-2% -$52.1K 0.82% 33
2024
Q4 		$3.54M Sell
35,624
-523
-1% -$53.9K 0.93% 24
2024
Q3 		$4.1M Sell
36,147
-1,225
-3% -$146K 1.09% 25
2024
Q2 		$4.63M Buy
37,372
+1,106
+3% +$142K 1.33% 23
2024
Q1 		$4.79M Buy
36,266
+1,893
+6% +$233K 1.4% 20
2023
Q4 		$3.75M Buy
+34,373
New +$3.57M 1.25% 24

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

Stonebrook Private's MRK Position: Q1 2026 in Review

Stonebrook Private increased its Merck (MRK) stake by 13% in Q1 2026, buying an estimated $64.1K and bringing the position to 4,791 shares worth $576K. The position accounts for 0.12% of the portfolio, ranked #108.

Stonebrook Private first reported a position in MRK in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.79M in Q1 2024. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Stonebrook Private held 4,791 shares of Merck worth $576K as of Q1 2026.
  • Stonebrook Private bought 555 Merck shares in Q1 2026, an estimated $64.1K.
  • Merck made up 0.12% of Stonebrook Private's portfolio in Q1 2026, its #108 holding.
  • Stonebrook Private first reported a position in Merck in Q4 2023 and has held it in 10 quarters since.
  • Stonebrook Private's Merck position peaked at $4.79M in Q1 2024.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Stonebrook Private's 13F filing for Q1 2026, filed 11 May 2026.