Westend Capital Management’s Merck MRK Stock Holding History

Westend 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	$13.5M	Buy	112,368 +938	+0.8%	+$108K	4.06%	9
2025 Q4	$11.7M	Buy	111,430 +107,905	+3,061%	+$10.1M	3.29%	19
2025 Q3	$296K	Hold	3,525	–	–	0.09%	32
2025 Q2	$279K	Sell	3,525 -1,610	-31%	-$128K	0.09%	37
2025 Q1	$461K	Buy	5,135 +300	+6%	+$28K	0.18%	32
2024 Q4	$481K	Hold	4,835	–	–	0.14%	33
2024 Q3	$549K	Buy	4,835 +104	+2%	+$12.4K	0.19%	31
2024 Q2	$605K	Sell	4,731 -36	-0.8%	-$4.64K	0.21%	29
2024 Q1	$629K	Buy	+4,767	New	+$588K	0.24%	30
2016 Q3	$362K	Sell	6,076 -760	-11%	-$44.4K	0.51%	44
2016 Q2	$376K	Sell	6,836 -22	-0.3%	-$1.17K	0.54%	47
2016 Q1	$346K	Hold	6,858	–	–	0.47%	45
2015 Q4	$346K	Hold	6,858	–	–	0.47%	43
2015 Q3	$337K	Hold	6,858	–	–	0.43%	46
2015 Q2	$375K	Hold	6,858	–	–	0.44%	46
2015 Q1	$376K	Hold	6,858	–	–	0.44%	42
2014 Q4	$372K	Hold	6,858	–	–	0.43%	42
2014 Q3	$354K	Hold	6,858	–	–	0.39%	39
2014 Q2	$380K	Hold	6,858	–	–	0.45%	43
2014 Q1	$364K	Hold	6,858	–	–	0.43%	41
2013 Q4	$328K	Buy	+6,858	New	+$313K	0.35%	43
2013 Q2	$284K	Buy	+6,370	New	+$285K	0.29%	49

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

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

Westend Capital Management increased its Merck (MRK) stake by 0.84% in Q1 2026, buying an estimated $108K and bringing the position to 112,368 shares worth $13.5M. The position accounts for 4.06% of the portfolio, ranked #9.

Westend Capital Management first reported a position in MRK in Q2 2013 and has held it in 22 quarters since. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Westend Capital Management held 112,368 shares of Merck worth $13.5M as of Q1 2026.
Westend Capital Management bought 938 Merck shares in Q1 2026, an estimated $108K.
Merck made up 4.06% of Westend Capital Management's portfolio in Q1 2026, its #9 holding.
Westend Capital Management first reported a position in Merck in Q2 2013 and has held it in 22 quarters since.
3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Westend Capital Management's 13F filing for Q1 2026, filed 14 Apr 2026.