WCM
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Wallace Capital Management’s Merck MRK Stock Holding History

Wallace Capital 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 		$2.02M Sell
16,765
-1,315
-7% -$152K 0.23% 29
2025
Q4 		$1.9M Buy
18,080
+301
+2% +$28.3K 0.23% 29
2025
Q3 		$1.49M Sell
17,779
-1,077
-6% -$88.7K 0.19% 32
2025
Q2 		$1.49M Sell
18,856
-19
-0.1% -$1.51K 0.2% 28
2025
Q1 		$1.69M Sell
18,875
-45
-0.2% -$4.2K 0.22% 29
2024
Q4 		$1.88M Sell
18,920
-246
-1% -$25.4K 0.26% 27
2024
Q3 		$2.18M Buy
19,166
+3
+0% +$356 0.29% 28
2024
Q2 		$2.37M Sell
19,163
-362
-2% -$46.6K 0.34% 27
2024
Q1 		$2.58M Buy
19,525
+4
+0% +$493 0.35% 28
2023
Q4 		$2.13M Sell
19,521
-264
-1% -$27.4K 0.32% 31
2023
Q3 		$2.04M Sell
19,785
-554
-3% -$59.7K 0.31% 32
2023
Q2 		$2.35M Sell
20,339
-316
-2% -$35.9K 0.36% 35
2023
Q1 		$2.2M Buy
20,655
+3
+0% +$324 0.36% 35
2022
Q4 		$2.29M Sell
20,652
-98
-0.5% -$10K 0.36% 35
2022
Q3 		$1.79M Sell
20,750
-621
-3% -$55.4K 0.3% 37
2022
Q2 		$1.96M Sell
21,371
-145
-0.7% -$12.9K 0.3% 38
2022
Q1 		$1.89M Buy
21,516
+4
+0% +$315 0.28% 39
2021
Q4 		$1.65M Sell
21,512
-937
-4% -$74.6K 0.23% 39
2021
Q3 		$1.69M Sell
22,449
-1,591
-7% -$121K 0.23% 41
2021
Q2 		$1.87M Sell
24,040
-1,149
-5% -$85.5K 0.25% 40
2021
Q1 		$1.84M Buy
25,189
+5
+0% +$369 0.24% 41
2020
Q4 		$1.97M Sell
25,184
-143
-0.6% -$10.9K 0.3% 38
2020
Q3 		$2M Sell
25,327
-478
-2% -$37.4K 0.35% 39
2020
Q2 		$1.9M Buy
25,805
+193
+0.8% +$14.5K 0.35% 37
2020
Q1 		$1.88M Buy
25,612
+109
+0.4% +$8.57K 0.36% 38
2019
Q4 		$2.21M Sell
25,503
-960
-4% -$78.8K 0.3% 33
2019
Q3 		$2.13M Sell
26,463
-677
-2% -$54.3K 0.28% 40
2019
Q2 		$2.17M Buy
27,140
+24
+0.1% +$1.84K 0.29% 39
2019
Q1 		$2.15M Sell
27,116
-2,159
-7% -$161K 0.3% 38
2018
Q4 		$2.13M Sell
29,275
-515
-2% -$36.4K 0.31% 38
2018
Q3 		$2.02M Sell
29,790
-1,280
-4% -$81.5K 0.26% 41
2018
Q2 		$1.8M Sell
31,070
-625
-2% -$35.3K 0.24% 45
2018
Q1 		$1.65M Sell
31,695
-152
-0.5% -$8.21K 0.23% 44
2017
Q4 		$1.71M Buy
31,847
+4
+0% +$222 0.26% 42
2017
Q3 		$1.95M Sell
31,843
-368
-1% -$22.3K 0.31% 39
2017
Q2 		$1.97M Sell
32,211
-714
-2% -$43.5K 0.31% 40
2017
Q1 		$2M Buy
32,925
+4
+0% +$243 0.34% 39
2016
Q4 		$1.85M Buy
32,921
+722
+2% +$42.3K 0.34% 41
2016
Q3 		$1.92M Sell
32,199
-168
-0.5% -$9.82K 0.34% 41
2016
Q2 		$1.78M Sell
32,367
-127
-0.4% -$6.76K 0.29% 39
2016
Q1 		$1.64M Buy
32,494
+4
+0% +$196 0.29% 36
2015
Q4 		$1.64M Sell
32,490
-303
-0.9% -$15.3K 0.31% 37
2015
Q3 		$1.54M Buy
32,793
+5
+0% +$266 0.28% 40
2015
Q2 		$1.78M Sell
32,788
-1,160
-3% -$65.1K 0.31% 36
2015
Q1 		$1.86M Sell
33,948
-334
-1% -$18.9K 0.33% 35
2014
Q4 		$1.86M Buy
34,282
+122
+0.4% +$6.8K 0.36% 34
2014
Q3 		$1.93M Buy
34,160
+833
+2% +$46.8K 0.4% 34
2014
Q2 		$1.84M Sell
33,327
-277
-0.8% -$15.1K 0.39% 34
2014
Q1 		$1.82M Buy
33,604
+7
+0% +$362 0.4% 36
2013
Q4 		$1.6M Buy
33,597
+8
+0% +$366 0.37% 39
2013
Q3 		$1.53M Sell
33,589
-177
-0.5% -$8.08K 0.42% 40
2013
Q2 		$1.5M Buy
+33,766
New +$1.51M 0.45% 40

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

Wallace Capital Management's MRK Position: Q1 2026 in Review

Wallace Capital Management reduced its Merck (MRK) stake by 7.3% in Q1 2026, selling an estimated $152K and leaving 16,765 shares worth $2.02M. The position accounts for 0.23% of the portfolio, ranked #29.

Wallace Capital Management first reported a position in MRK in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.58M in Q1 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Wallace Capital Management held 16,765 shares of Merck worth $2.02M as of Q1 2026.
  • Wallace Capital Management sold 1,315 Merck shares in Q1 2026, an estimated $152K.
  • Merck made up 0.23% of Wallace Capital Management's portfolio in Q1 2026, its #29 holding.
  • Wallace Capital Management first reported a position in Merck in Q2 2013 and has held it in 52 quarters since.
  • Wallace Capital Management's Merck position peaked at $2.58M in Q1 2024.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

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