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 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 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

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

Tevis Investment Management reduced its Merck (MRK) stake by 6.2% in Q1 2026, selling an estimated $57.4K and leaving 7,529 shares worth $912K. The position accounts for 0.52% of the portfolio, ranked #50.

Tevis Investment Management first reported a position in MRK in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.48M in Q1 2024. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Tevis Investment Management held 7,529 shares of Merck worth $912K as of Q1 2026.
Tevis Investment Management sold 497 Merck shares in Q1 2026, an estimated $57.4K.
Merck made up 0.52% of Tevis Investment Management's portfolio in Q1 2026, its #50 holding.
Tevis Investment Management first reported a position in Merck in Q4 2021 and has held it in 18 quarters since.
Tevis Investment Management's Merck position peaked at $3.48M in Q1 2024.
3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Tevis Investment Management's 13F filing for Q1 2026, filed 4 May 2026.