TA
MRK icon

TFB Advisors’s Merck MRK Stock Holding History

TFB 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 		$340K Sell
2,824
-573
-17% -$66.2K 0.18% 133
2025
Q4 		$358K Sell
3,397
-237
-7% -$22.2K 0.1% 220
2025
Q3 		$308K Sell
3,634
-176
-5% -$14.5K 0.09% 237
2025
Q2 		$302K Sell
3,810
-242
-6% -$19.2K 0.08% 260
2025
Q1 		$364K Sell
4,052
-142
-3% -$13.3K 0.1% 216
2024
Q4 		$417K Sell
4,194
-230
-5% -$23.7K 0.12% 190
2024
Q3 		$502K Sell
4,424
-470
-10% -$55.8K 0.15% 158
2024
Q2 		$606K Buy
4,894
+70
+1% +$9.02K 0.2% 113
2024
Q1 		$621K Buy
4,824
+2,813
+140% +$347K 0.23% 103
2023
Q4 		$219K Sell
2,011
-2,414
-55% -$251K 0.11% 159
2023
Q3 		$456K Sell
4,425
-707
-14% -$76.2K 0.55% 51
2023
Q2 		$592K Buy
5,132
+1,005
+24% +$114K 0.26% 93
2023
Q1 		$439K Sell
4,127
-167
-4% -$18K 0.33% 58
2022
Q4 		$476K Buy
+4,294
New +$439K 0.4% 51

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

TFB Advisors's MRK Position: Q1 2026 in Review

TFB Advisors reduced its Merck (MRK) stake by 17% in Q1 2026, selling an estimated $66.2K and leaving 2,824 shares worth $340K. The position accounts for 0.18% of the portfolio, ranked #133.

TFB Advisors first reported a position in MRK in Q4 2022 and has held it in 14 quarters since. The position peaked at $621K in Q1 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • TFB Advisors held 2,824 shares of Merck worth $340K as of Q1 2026.
  • TFB Advisors sold 573 Merck shares in Q1 2026, an estimated $66.2K.
  • Merck made up 0.18% of TFB Advisors's portfolio in Q1 2026, its #133 holding.
  • TFB Advisors first reported a position in Merck in Q4 2022 and has held it in 14 quarters since.
  • TFB Advisors's Merck position peaked at $621K in Q1 2024.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on TFB Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.