Systematic Alpha Investments’s Merck MRK Stock Holding History

Systematic Alpha Investments’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	$49.4M	Hold	410,682	–	–	1.74%	12
2025 Q4	$43.2M	Hold	410,682	–	–	1.35%	17
2025 Q3	$34.5M	Hold	410,682	–	–	1.13%	18
2025 Q2	$32.5M	Hold	410,682	–	–	1.15%	18
2025 Q1	$36.9M	Hold	410,682	–	–	1.41%	16
2024 Q4	$40.9M	Hold	410,682	–	–	1.51%	16
2024 Q3	$46.6M	Hold	410,682	–	–	1.7%	13
2024 Q2	$50.8M	Hold	410,682	–	–	1.94%	10
2024 Q1	$54.2M	Hold	410,682	–	–	2.17%	9
2023 Q4	$44.8M	Hold	410,682	–	–	2.01%	8
2023 Q3	$42.3M	Hold	410,682	–	–	2.1%	8
2023 Q2	$47.4M	Hold	410,682	–	–	2.3%	7
2023 Q1	$43.7M	Hold	410,682	–	–	2.3%	7
2022 Q4	$45.6M	Hold	410,682	–	–	2.31%	8
2022 Q3	$35.4M	Hold	410,682	–	–	2.13%	7
2022 Q2	$37.4M	Hold	410,682	–	–	2.12%	7
2022 Q1	$33.7M	Hold	410,682	–	–	1.64%	13
2021 Q4	$31.5M	Hold	410,682	–	–	1.46%	14
2021 Q3	$36.2M	Hold	410,682	–	–	1.58%	12
2021 Q2	$30.9M	Buy	410,682 +72,340	+21%	+$5.38M	1.4%	15
2021 Q1	$24.9M	Buy	338,342 +56,173	+20%	+$4.14M	1.6%	13
2020 Q4	$22M	Buy	+282,169	New	+$21.6M	2.4%	11

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Systematic Alpha Investments's MRK Position: Q1 2026 in Review

Systematic Alpha Investments held its Merck (MRK) position steady in Q1 2026 at 410,682 shares worth $49.4M. The position accounts for 1.74% of the portfolio, ranked #12.

Systematic Alpha Investments first reported a position in MRK in Q4 2020 and has held it in 22 quarters since. The position peaked at $54.2M in Q1 2024. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Systematic Alpha Investments held 410,682 shares of Merck worth $49.4M as of Q1 2026.
Systematic Alpha Investments left its Merck share count unchanged in Q1 2026.
Merck made up 1.74% of Systematic Alpha Investments's portfolio in Q1 2026, its #12 holding.
Systematic Alpha Investments first reported a position in Merck in Q4 2020 and has held it in 22 quarters since.
Systematic Alpha Investments's Merck position peaked at $54.2M in Q1 2024.
3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Systematic Alpha Investments's 13F filing for Q1 2026, filed 18 May 2026.