Westerkirk Capital’s Merck MRK Stock Holding History

Westerkirk 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 Q2	$5.98M	Sell	46,500 -1,900	-4%	-$222K	0.57%	37
2026 Q1	$5.82M	Sell	48,400 -1,200	-2%	-$139K	0.63%	39
2025 Q4	$5.22M	Buy	49,600 +2,100	+4%	+$197K	0.51%	45
2025 Q3	$3.99M	Buy	47,500 +14,100	+42%	+$1.16M	0.46%	44
2025 Q2	$2.64M	Buy	+33,400	New	+$2.65M	0.33%	61

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Westerkirk Capital's MRK Position: Q2 2026 in Review

Westerkirk Capital reduced its Merck (MRK) stake by 3.9% in Q2 2026, selling an estimated $222K and leaving 46,500 shares worth $5.98M. The position accounts for 0.57% of the portfolio, ranked #37.

Westerkirk Capital first reported a position in MRK in Q2 2025 and has held it in 5 quarters since. 3,845 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Westerkirk Capital held 46,500 shares of Merck worth $5.98M as of Q2 2026.
Westerkirk Capital sold 1,900 Merck shares in Q2 2026, an estimated $222K.
Merck made up 0.57% of Westerkirk Capital's portfolio in Q2 2026, its #37 holding.
Westerkirk Capital first reported a position in Merck in Q2 2025 and has held it in 5 quarters since.
3,845 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Westerkirk Capital's 13F filing for Q2 2026, filed 10 Aug 2026.