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Wright Investors Service’s Merck MRK Stock Holding History

Wright Investors Service’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 		$3.36M Buy
27,928
+24,272
+664% +$2.8M 1.06% 27
2025
Q4 		$385K Sell
3,656
-115
-3% -$10.8K 0.12% 134
2025
Q3 		$317K Sell
3,771
-10,466
-74% -$862K 0.09% 140
2025
Q2 		$1.13M Buy
14,237
+4,348
+44% +$346K 0.34% 73
2025
Q1 		$888K Sell
9,889
-1,814
-16% -$169K 0.29% 78
2024
Q4 		$1.16M Sell
11,703
-9,695
-45% -$1,000K 0.38% 67
2024
Q3 		$2.43M Sell
21,398
-7,082
-25% -$841K 0.64% 45
2024
Q2 		$3.53M Sell
28,480
-10,542
-27% -$1.36M 0.93% 28
2024
Q1 		$5.15M Buy
39,022
+1,120
+3% +$138K 1.31% 19
2023
Q4 		$4.13M Sell
37,902
-6,064
-14% -$629K 1.16% 23
2023
Q3 		$4.53M Buy
43,966
+487
+1% +$52.5K 1.31% 21
2023
Q2 		$5.02M Buy
43,479
+2,943
+7% +$334K 1.41% 16
2023
Q1 		$4.31M Buy
40,536
+1,552
+4% +$168K 1.23% 20
2022
Q4 		$4.33M Buy
38,984
+2,825
+8% +$289K 1.24% 21
2022
Q3 		$3.11M Buy
36,159
+3,882
+12% +$347K 0.98% 34
2022
Q2 		$2.94M Buy
32,277
+12,023
+59% +$1.07M 0.84% 39
2022
Q1 		$1.66M Buy
20,254
+2,796
+16% +$220K 0.41% 79
2021
Q4 		$1.34M Buy
17,458
+1,030
+6% +$82K 0.34% 86
2021
Q3 		$1.23M Sell
16,428
-10,808
-40% -$822K 0.35% 82
2021
Q2 		$2.12M Sell
27,236
-444
-2% -$33K 0.57% 59
2021
Q1 		$2.04M Buy
27,680
+2,479
+10% +$183K 0.62% 54
2020
Q4 		$1.97M Buy
25,201
+530
+2% +$40.5K 0.68% 48
2020
Q3 		$1.95M Buy
+24,671
New +$1.93M 0.69% 42
2016
Q1 		– Sell
-17,293
Closed -$872K – 237
2015
Q4 		$872K Buy
17,293
+9,159
+113% +$462K 0.32% 108
2015
Q3 		$383K Buy
8,134
+2,762
+51% +$147K 0.17% 163
2015
Q2 		$292K Buy
+5,372
New +$301K 0.14% 176

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

Wright Investors Service's MRK Position: Q1 2026 in Review

Wright Investors Service increased its Merck (MRK) stake by 664% in Q1 2026, buying an estimated $2.8M and bringing the position to 27,928 shares worth $3.36M. The position accounts for 1.06% of the portfolio, ranked #27.

Wright Investors Service first reported a position in MRK in Q2 2015 and has held it in 26 quarters since. The position peaked at $5.15M in Q1 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Wright Investors Service held 27,928 shares of Merck worth $3.36M as of Q1 2026.
  • Wright Investors Service bought 24,272 Merck shares in Q1 2026, an estimated $2.8M.
  • Merck made up 1.06% of Wright Investors Service's portfolio in Q1 2026, its #27 holding.
  • Wright Investors Service first reported a position in Merck in Q2 2015 and has held it in 26 quarters since.
  • Wright Investors Service's Merck position peaked at $5.15M in Q1 2024.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Wright Investors Service's 13F filing for Q1 2026, filed 29 Apr 2026.