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Windward Capital Management’s Merck MRK Stock Holding History

Windward 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 		$3.14M Buy
26,092
+141
+0.5% +$16.3K 0.26% 51
2025
Q4 		$2.73M Sell
25,951
-1,718
-6% -$161K 0.22% 52
2025
Q3 		$2.32M Sell
27,669
-11
-0% -$906 0.19% 55
2025
Q2 		$2.19M Sell
27,680
-621
-2% -$49.4K 0.19% 55
2025
Q1 		$2.54M Sell
28,301
-1,690
-6% -$158K 0.22% 55
2024
Q4 		$2.98M Sell
29,991
-281
-0.9% -$29K 0.23% 52
2024
Q3 		$3.44M Buy
30,272
+1,766
+6% +$210K 0.26% 52
2024
Q2 		$3.53M Sell
28,506
-816
-3% -$105K 0.3% 49
2024
Q1 		$3.87M Sell
29,322
-307
-1% -$37.8K 0.32% 50
2023
Q4 		$3.23M Buy
29,629
+110
+0.4% +$11.4K 0.28% 51
2023
Q3 		$3.04M Sell
29,519
-29
-0.1% -$3.13K 0.3% 51
2023
Q2 		$3.41M Hold
29,548
– – 0.31% 52
2023
Q1 		$3.14M Buy
+29,548
New +$3.19M 0.29% 57

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

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

Windward Capital Management increased its Merck (MRK) stake by 0.54% in Q1 2026, buying an estimated $16.3K and bringing the position to 26,092 shares worth $3.14M. The position accounts for 0.26% of the portfolio, ranked #51.

Windward Capital Management first reported a position in MRK in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.87M in Q1 2024. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Windward Capital Management held 26,092 shares of Merck worth $3.14M as of Q1 2026.
  • Windward Capital Management bought 141 Merck shares in Q1 2026, an estimated $16.3K.
  • Merck made up 0.26% of Windward Capital Management's portfolio in Q1 2026, its #51 holding.
  • Windward Capital Management first reported a position in Merck in Q1 2023 and has held it in 13 quarters since.
  • Windward Capital Management's Merck position peaked at $3.87M in Q1 2024.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

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