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Tevis Investment Management’s Merck MRK Stock Holding History

Tevis 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
Q2 		$975K Buy
7,534
+5
+0.1% +$585 0.53% 56
2026
Q1 		$912K Sell
7,529
-497
-6% -$57.4K 0.52% 50
2025
Q4 		$680K Hold
8,026
– – 0.41% 66
2025
Q3 		$680K Hold
8,026
– – 0.41% 66
2025
Q2 		$642K Sell
8,026
-11,608
-59% -$923K 0.41% 65
2025
Q1 		$1.97M Hold
19,634
– – 1.46% 18
2024
Q4 		$1.97M Sell
19,634
-6,948
-26% -$716K 1.46% 18
2024
Q3 		$3.04M Buy
26,582
+182
+0.7% +$21.6K 2.25% 10
2024
Q2 		$3.29M Buy
26,400
+7
+0% +$902 2.64% 8
2024
Q1 		$3.48M Sell
26,393
-477
-2% -$58.8K 2.96% 7
2023
Q4 		$2.93M Buy
26,870
+945
+4% +$98.1K 2.7% 9
2023
Q3 		$2.67M Sell
25,925
-315
-1% -$34K 2.71% 8
2023
Q2 		$3.03M Sell
26,240
-456
-2% -$51.8K 2.96% 8
2023
Q1 		$2.84M Buy
26,696
+122
+0.5% +$13.2K 2.89% 7
2022
Q4 		$2.95M Sell
26,574
-104
-0.4% -$10.6K 3.14% 5
2022
Q3 		$2.3M Buy
26,678
+310
+1% +$27.7K 2.24% 7
2022
Q2 		$2.41M Buy
26,368
+919
+4% +$81.5K 2.3% 6
2022
Q1 		$2.09M Buy
25,449
+18,099
+246% +$1.43M 1.89% 6
2021
Q4 		$563K Buy
+7,350
New +$585K 0.49% 62

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Tevis Investment Management's MRK Position: Q2 2026 in Review

Tevis Investment Management increased its Merck (MRK) stake by 0.07% in Q2 2026, buying an estimated $585 and bringing the position to 7,534 shares worth $975K. The position accounts for 0.53% of the portfolio, ranked #56.

Tevis Investment Management first reported a position in MRK in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.48M in Q1 2024. 3,834 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Tevis Investment Management held 7,534 shares of Merck worth $975K as of Q2 2026.
  • Tevis Investment Management bought 5 Merck shares in Q2 2026, an estimated $585.
  • Merck made up 0.53% of Tevis Investment Management's portfolio in Q2 2026, its #56 holding.
  • Tevis Investment Management first reported a position in Merck in Q4 2021 and has held it in 19 quarters since.
  • Tevis Investment Management's Merck position peaked at $3.48M in Q1 2024.
  • 3,834 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Tevis Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.