Syverson Strege & Co’s Merck MRK Stock Holding History

Syverson Strege & Co’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	$556K	Buy	4,618 +476	+11%	+$55K	0.13%	68
2025 Q4	$436K	Buy	4,142 +90	+2%	+$8.45K	0.1%	83
2025 Q3	$340K	Sell	4,052 -304	-7%	-$25K	0.08%	98
2025 Q2	$345K	Buy	+4,356	New	+$346K	0.08%	102
2023 Q2	–	Sell	-686	Closed	-$73K	–	407
2023 Q1	$73K	Buy	686 +3	+0.4%	+$324	0.03%	105
2022 Q4	$75.8K	Buy	683 +4	+0.6%	+$409	0.03%	106
2022 Q3	$58K	Sell	679 -226	-25%	-$20.2K	0.03%	115
2022 Q2	$82K	Buy	905 +233	+35%	+$20.7K	0.03%	107
2022 Q1	$55K	Buy	672 +4	+0.6%	+$315	0.06%	117
2021 Q4	$51K	Buy	668 +3	+0.5%	+$239	0.04%	133
2021 Q3	$50K	Buy	665 +4	+0.6%	+$304	0.04%	142
2021 Q2	$51K	Sell	661 -104	-14%	-$7.74K	0.05%	132
2021 Q1	$56K	Buy	765 +518	+210%	+$38.2K	0.06%	112
2020 Q4	$19K	Buy	+247	New	+$18.9K	0.02%	155

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

Syverson Strege & Co's MRK Position: Q1 2026 in Review

Syverson Strege & Co increased its Merck (MRK) stake by 11% in Q1 2026, buying an estimated $55K and bringing the position to 4,618 shares worth $556K. The position accounts for 0.13% of the portfolio, ranked #68.

Syverson Strege & Co first reported a position in MRK in Q4 2020 and has held it in 14 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Syverson Strege & Co held 4,618 shares of Merck worth $556K as of Q1 2026.
Syverson Strege & Co bought 476 Merck shares in Q1 2026, an estimated $55K.
Merck made up 0.13% of Syverson Strege & Co's portfolio in Q1 2026, its #68 holding.
Syverson Strege & Co first reported a position in Merck in Q4 2020 and has held it in 14 quarters since.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Syverson Strege & Co's 13F filing for Q1 2026, filed 4 May 2026.