XF
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XML Financial’s Merck MRK Stock Holding History

XML Financial’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 		$7.36M Sell
61,160
-1,821
-3% -$210K 0.59% 52
2025
Q4 		$6.63M Sell
62,981
-7,034
-10% -$660K 0.54% 51
2025
Q3 		$5.88M Sell
70,015
-2,291
-3% -$189K 0.48% 56
2025
Q2 		$5.72M Buy
72,306
+4,216
+6% +$335K 0.5% 56
2025
Q1 		$6.11M Buy
68,090
+10
+0% +$934 0.57% 51
2024
Q4 		$6.77M Buy
68,080
+5,506
+9% +$568K 0.62% 45
2024
Q3 		$7.11M Sell
62,574
-1,290
-2% -$153K 0.66% 44
2024
Q2 		$7.91M Sell
63,864
-2,561
-4% -$330K 0.8% 32
2024
Q1 		$8.76M Sell
66,425
-8,102
-11% -$999K 0.9% 29
2023
Q4 		$8.12M Buy
74,527
+2,002
+3% +$208K 0.86% 29
2023
Q3 		$7.47M Buy
72,525
+591
+0.8% +$63.7K 0.89% 29
2023
Q2 		$8.3M Sell
71,934
-757
-1% -$86K 0.96% 28
2023
Q1 		$7.73M Sell
72,691
-694
-0.9% -$74.9K 0.94% 32
2022
Q4 		$8.14M Sell
73,385
-363
-0.5% -$37.1K 1.02% 26
2022
Q3 		$6.35M Buy
73,748
+58,695
+390% +$5.24M 0.88% 39
2022
Q2 		$1.37M Sell
15,053
-56,769
-79% -$5.03M 0.31% 66
2022
Q1 		$5.89M Sell
71,822
-393
-0.5% -$31K 0.7% 44
2021
Q4 		$5.54M Buy
72,215
+275
+0.4% +$21.9K 0.67% 45
2021
Q3 		$5.4M Buy
71,940
+57,907
+413% +$4.4M 0.72% 42
2021
Q2 		$1.09M Sell
14,033
-512
-4% -$38.1K 0.24% 81
2021
Q1 		$1.07M Sell
14,545
-130
-0.9% -$9.59K 0.26% 80
2020
Q4 		$1.15M Buy
14,675
+1,489
+11% +$114K 0.3% 73
2020
Q3 		$1.04M Sell
13,186
-188
-1% -$14.7K 0.33% 71
2020
Q2 		$987K Buy
13,374
+872
+7% +$65.6K 0.34% 68
2020
Q1 		$918K Buy
12,502
+454
+4% +$35.7K 0.4% 61
2019
Q4 		$1.05M Buy
+12,048
New +$990K 0.38% 63

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

XML Financial's MRK Position: Q1 2026 in Review

XML Financial reduced its Merck (MRK) stake by 2.9% in Q1 2026, selling an estimated $210K and leaving 61,160 shares worth $7.36M. The position accounts for 0.59% of the portfolio, ranked #52.

XML Financial first reported a position in MRK in Q4 2019 and has held it in 26 quarters since. The position peaked at $8.76M in Q1 2024. 3,774 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • XML Financial held 61,160 shares of Merck worth $7.36M as of Q1 2026.
  • XML Financial sold 1,821 Merck shares in Q1 2026, an estimated $210K.
  • Merck made up 0.59% of XML Financial's portfolio in Q1 2026, its #52 holding.
  • XML Financial first reported a position in Merck in Q4 2019 and has held it in 26 quarters since.
  • XML Financial's Merck position peaked at $8.76M in Q1 2024.
  • 3,774 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on XML Financial's 13F filing for Q1 2026, filed 16 Apr 2026.