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West Family Investments’s Merck MRK Stock Holding History

West Family Investments’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 		$1.51M Sell
12,516
-2,640
-17% -$305K 0.53% 30
2025
Q4 		$1.6M Sell
15,156
-2,730
-15% -$256K 0.37% 48
2025
Q3 		$1.5M Sell
17,886
-1,910
-10% -$157K 0.34% 56
2025
Q2 		$1.57M Buy
19,796
+3,111
+19% +$247K 0.41% 38
2025
Q1 		$1.5M Buy
16,685
+439
+3% +$41K 0.56% 32
2024
Q4 		$1.62M Sell
16,246
-959
-6% -$98.9K 0.56% 28
2024
Q3 		$1.95M Buy
17,205
+891
+5% +$106K 0.67% 25
2024
Q2 		$2.02M Sell
16,314
-98
-0.6% -$12.6K 0.61% 36
2024
Q1 		$2.17M Buy
16,412
+474
+3% +$58.4K 0.67% 36
2023
Q4 		$1.74M Buy
15,938
+117
+0.7% +$12.1K 0.59% 37
2023
Q3 		$1.63M Hold
15,821
– – 0.57% 39
2023
Q2 		$1.83M Hold
15,821
– – 0.71% 31
2023
Q1 		$1.68M Sell
15,821
-94
-0.6% -$10.1K 0.67% 34
2022
Q4 		$1.77M Buy
15,915
+135
+0.9% +$13.8K 0.6% 34
2022
Q3 		$1.36M Sell
15,780
-22
-0.1% -$1.96K 0.57% 37
2022
Q2 		$1.44M Buy
15,802
+392
+3% +$34.8K 0.57% 38
2022
Q1 		$1.26M Buy
15,410
+552
+4% +$43.5K 0.36% 50
2021
Q4 		$1.14M Sell
14,858
-4,712
-24% -$375K 0.31% 60
2021
Q3 		$1.47M Buy
19,570
+2,933
+18% +$223K 0.38% 45
2021
Q2 		$1.29M Buy
+16,637
New +$1.24M 0.35% 43

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

West Family Investments's MRK Position: Q1 2026 in Review

West Family Investments reduced its Merck (MRK) stake by 17% in Q1 2026, selling an estimated $305K and leaving 12,516 shares worth $1.51M. The position accounts for 0.53% of the portfolio, ranked #30.

West Family Investments first reported a position in MRK in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.17M in Q1 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • West Family Investments held 12,516 shares of Merck worth $1.51M as of Q1 2026.
  • West Family Investments sold 2,640 Merck shares in Q1 2026, an estimated $305K.
  • Merck made up 0.53% of West Family Investments's portfolio in Q1 2026, its #30 holding.
  • West Family Investments first reported a position in Merck in Q2 2021 and has held it in 20 quarters since.
  • West Family Investments's Merck position peaked at $2.17M in Q1 2024.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.