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Stratos Investment Management’s Merck MRK Stock Holding History

Stratos 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 		$17.4M Buy
144,783
+9,502
+7% +$1.1M 0.7% 34
2025
Q4 		$14.2M Buy
135,281
+6,952
+5% +$653K 0.57% 44
2025
Q3 		$10.8M Buy
128,329
+8,090
+7% +$666K 0.44% 57
2025
Q2 		$9.52M Buy
120,239
+8,237
+7% +$655K 0.44% 54
2025
Q1 		$10.1M Buy
112,002
+66,737
+147% +$6.23M 0.54% 45
2024
Q4 		$4.5M Sell
45,265
-35,216
-44% -$3.63M 0.27% 71
2024
Q3 		$9.14M Buy
80,481
+25,362
+46% +$3.01M 0.64% 45
2024
Q2 		$6.82M Buy
55,119
+16,999
+45% +$2.19M 0.57% 50
2024
Q1 		$5.03M Buy
38,120
+19,126
+101% +$2.36M 0.49% 56
2023
Q4 		$2.07M Buy
18,994
+47
+0.2% +$4.88K 0.25% 81
2023
Q3 		$1.95M Buy
18,947
+1,100
+6% +$119K 0.29% 75
2023
Q2 		$2.06M Buy
17,847
+1,868
+12% +$212K 0.32% 70
2023
Q1 		$1.7M Buy
15,979
+9,509
+147% +$1.03M 0.29% 74
2022
Q4 		$718K Sell
6,470
-186
-3% -$19K 0.13% 102
2022
Q3 		$573K Buy
6,656
+2,939
+79% +$262K 0.12% 101
2022
Q2 		$339K Buy
3,717
+223
+6% +$19.8K 0.06% 124
2022
Q1 		$287K Buy
3,494
+191
+6% +$15.1K 0.05% 142
2021
Q4 		$253K Sell
3,303
-4,797
-59% -$382K 0.04% 169
2021
Q3 		$608K Sell
8,100
-34,153
-81% -$2.6M 0.11% 127
2021
Q2 		$3.29M Sell
42,253
-4,876
-10% -$363K 0.9% 36
2021
Q1 		$3.47M Sell
47,129
-2,373
-5% -$175K 1.1% 27
2020
Q4 		$3.86M Buy
49,502
+9,162
+23% +$701K 1.22% 26
2020
Q3 		$3.19M Buy
40,340
+5,398
+15% +$423K 1.16% 27
2020
Q2 		$2.58M Buy
34,942
+6,346
+22% +$478K 1.09% 28
2020
Q1 		$2.1M Buy
28,596
+12,500
+78% +$982K 1.12% 26
2019
Q4 		$1.4M Buy
16,096
+1,122
+7% +$92.2K 0.65% 41
2019
Q3 		$1.2M Buy
14,974
+1,457
+11% +$117K 0.68% 39
2019
Q2 		$1.08M Buy
13,517
+1,885
+16% +$144K 0.68% 39
2019
Q1 		$923K Buy
+11,632
New +$870K 0.73% 39

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

Stratos Investment Management's MRK Position: Q1 2026 in Review

Stratos Investment Management increased its Merck (MRK) stake by 7% in Q1 2026, buying an estimated $1.1M and bringing the position to 144,783 shares worth $17.4M. The position accounts for 0.7% of the portfolio, ranked #34.

Stratos Investment Management first reported a position in MRK in Q1 2019 and has held it in 29 quarters since. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Stratos Investment Management held 144,783 shares of Merck worth $17.4M as of Q1 2026.
  • Stratos Investment Management bought 9,502 Merck shares in Q1 2026, an estimated $1.1M.
  • Merck made up 0.7% of Stratos Investment Management's portfolio in Q1 2026, its #34 holding.
  • Stratos Investment Management first reported a position in Merck in Q1 2019 and has held it in 29 quarters since.
  • 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Stratos Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.