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Westbourne Investments’s Merck MRK Stock Holding History

Westbourne 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 		$740K Buy
6,153
+510
+9% +$58.9K 0.35% 69
2025
Q4 		$594K Buy
5,643
+1,900
+51% +$178K 0.28% 76
2025
Q3 		$322K Buy
+3,743
New +$308K 0.15% 97
2025
Q2 		– Sell
-2,738
Closed -$246K – 157
2025
Q1 		$246K Buy
+2,738
New +$256K 0.15% 117

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

Westbourne Investments's MRK Position: Q1 2026 in Review

Westbourne Investments increased its Merck (MRK) stake by 9% in Q1 2026, buying an estimated $58.9K and bringing the position to 6,153 shares worth $740K. The position accounts for 0.35% of the portfolio, ranked #69.

Westbourne Investments first reported a position in MRK in Q1 2025 and has held it in 4 quarters since. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Westbourne Investments held 6,153 shares of Merck worth $740K as of Q1 2026.
  • Westbourne Investments bought 510 Merck shares in Q1 2026, an estimated $58.9K.
  • Merck made up 0.35% of Westbourne Investments's portfolio in Q1 2026, its #69 holding.
  • Westbourne Investments first reported a position in Merck in Q1 2025 and has held it in 4 quarters since.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Westbourne Investments's 13F filing for Q1 2026, filed 15 May 2026.