TwinBeech Capital’s Merck MRK Stock Holding History

TwinBeech Capital’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	$494K	Sell	4,107 -40,990	-91%	-$4.73M	0.05%	361
2025 Q4	$4.75M	Buy	+45,097	New	+$4.23M	0.34%	92
2025 Q3	–	Sell	-9,665	Closed	-$765K	–	737
2025 Q2	$765K	Sell	9,665 -564,465	-98%	-$44.9M	0.02%	449
2025 Q1	$51.5M	Buy	574,130 +521,861	+998%	+$48.7M	0.94%	20
2024 Q4	$5.2M	Sell	52,269 -58,223	-53%	-$6M	0.09%	216
2024 Q3	$12.5M	Sell	110,492 -377,829	-77%	-$44.9M	0.24%	118
2024 Q2	$60.5M	Buy	+488,321	New	+$62.9M	1.19%	11
2022 Q4	–	Sell	-18,780	Closed	-$1.62M	–	846
2022 Q3	$1.62M	Buy	+18,780	New	+$1.68M	0.04%	384
2022 Q1	–	Sell	-58,908	Closed	-$4.51M	–	660
2021 Q4	$4.51M	Buy	+58,908	New	+$4.69M	0.26%	113
2021 Q1	–	Sell	-75,881	Closed	-$5.92M	–	585
2020 Q4	$5.92M	Buy	75,881 +41,789	+123%	+$3.2M	0.96%	17
2020 Q3	$2.7M	Sell	34,092 -16,261	-32%	-$1.27M	0.58%	45
2020 Q2	$3.71M	Buy	+50,353	New	+$3.79M	0.81%	35

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

TwinBeech Capital's MRK Position: Q1 2026 in Review

TwinBeech Capital reduced its Merck (MRK) stake by 91% in Q1 2026, selling an estimated $4.73M and leaving 4,107 shares worth $494K. The position accounts for 0.05% of the portfolio, ranked #361.

TwinBeech Capital first reported a position in MRK in Q2 2020 and has held it in 12 quarters since. The position peaked at $60.5M in Q2 2024. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

TwinBeech Capital held 4,107 shares of Merck worth $494K as of Q1 2026.
TwinBeech Capital sold 40,990 Merck shares in Q1 2026, an estimated $4.73M.
Merck made up 0.05% of TwinBeech Capital's portfolio in Q1 2026, its #361 holding.
TwinBeech Capital first reported a position in Merck in Q2 2020 and has held it in 12 quarters since.
TwinBeech Capital's Merck position peaked at $60.5M in Q2 2024.
3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.