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Tandem Investment Advisors’s Merck MRK Stock Holding History

Tandem Investment Advisors’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 		– Sell
-2,531
Closed -$266K – 91
2025
Q4 		$266K Sell
2,531
-570
-18% -$53.5K 0.01% 70
2025
Q3 		$260K Buy
3,101
+423
+16% +$34.8K 0.01% 71
2025
Q2 		$212K Buy
+2,678
New +$213K 0.01% 66
2025
Q1 		– Sell
-2,678
Closed -$266K – 83
2024
Q4 		$266K Sell
2,678
-311
-10% -$32.1K 0.01% 65
2024
Q3 		$339K Buy
2,989
+724
+32% +$86K 0.01% 64
2024
Q2 		$280K Sell
2,265
-779
-26% -$100K 0.01% 66
2024
Q1 		$402K Buy
3,044
+802
+36% +$98.9K 0.02% 60
2023
Q4 		$244K Buy
2,242
+256
+13% +$26.6K 0.01% 74
2023
Q3 		$204K Buy
+1,986
New +$214K 0.01% 77
2019
Q2 		– Sell
-2,766
Closed -$219K – 68
2019
Q1 		$219K Buy
+2,766
New +$207K 0.05% 66

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

Tandem Investment Advisors's MRK Position: Q1 2026 in Review

Tandem Investment Advisors sold out of Merck (MRK) in Q1 2026, closing a stake of 2,531 shares — an estimated $266K sold.

Tandem Investment Advisors first reported a position in MRK in Q1 2019 and held it in 10 quarters. The position peaked at $402K in Q1 2024. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Tandem Investment Advisors reported no remaining Merck position as of Q1 2026 after selling out during the quarter.
  • Tandem Investment Advisors sold 2,531 Merck shares in Q1 2026, an estimated $266K.
  • Tandem Investment Advisors first reported a position in Merck in Q1 2019 and held it in 10 quarters.
  • Tandem Investment Advisors's Merck position peaked at $402K in Q1 2024.
  • 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Tandem Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.