Zevin Asset Management’s Merck MRK Stock Holding History

Zevin Asset 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	$640K	Hold	5,318	–	–	0.09%	61
2025 Q4	$560K	Sell	5,318 -188	-3%	-$17.6K	0.08%	64
2025 Q3	$462K	Hold	5,506	–	–	0.07%	61
2025 Q2	$436K	Sell	5,506 -1,800	-25%	-$143K	0.06%	58
2025 Q1	$656K	Sell	7,306 -519	-7%	-$48.5K	0.1%	46
2024 Q4	$778K	Buy	7,825 +1,814	+30%	+$187K	0.11%	48
2024 Q3	$683K	Hold	6,011	–	–	0.11%	50
2024 Q2	$744K	Hold	6,011	–	–	0.12%	50
2024 Q1	$793K	Sell	6,011 -2,460	-29%	-$303K	0.13%	52
2023 Q4	$924K	Hold	8,471	–	–	0.17%	52
2023 Q3	$872K	Buy	8,471 +835	+11%	+$90K	0.18%	52
2023 Q2	$881K	Sell	7,636 -150	-2%	-$17K	0.18%	49
2023 Q1	$828K	Sell	7,786 -50	-0.6%	-$5.4K	0.17%	50
2022 Q4	$869K	Hold	7,836	–	–	0.19%	48
2022 Q3	$675K	Hold	7,836	–	–	0.16%	50
2022 Q2	$714K	Sell	7,836 -800	-9%	-$70.9K	0.16%	50
2022 Q1	$709K	Buy	8,636 +1,930	+29%	+$152K	0.14%	55
2021 Q4	$514K	Sell	6,706 -56	-0.8%	-$4.46K	0.09%	66
2021 Q3	$508K	Buy	6,762 +56	+0.8%	+$4.26K	0.1%	65
2021 Q2	$522K	Buy	6,706 +628	+10%	+$46.7K	0.1%	65
2021 Q1	$447K	Sell	6,078 -43	-0.7%	-$3.17K	0.1%	64
2020 Q4	$478K	Hold	6,121	–	–	0.11%	61
2020 Q3	$485K	Buy	6,121 +838	+16%	+$65.6K	0.13%	55
2020 Q2	$390K	Hold	5,283	–	–	0.12%	58
2020 Q1	$388K	Hold	5,283	–	–	0.14%	56
2019 Q4	$458K	Buy	5,283 +43	+0.8%	+$3.53K	0.14%	62
2019 Q3	$421K	Hold	5,240	–	–	0.14%	68
2019 Q2	$419K	Hold	5,240	–	–	0.13%	69
2019 Q1	$416K	Sell	5,240 -838	-14%	-$62.7K	0.14%	71
2018 Q4	$443K	Buy	6,078 +838	+16%	+$59.2K	0.16%	68
2018 Q3	$355K	Hold	5,240	–	–	0.1%	81
2018 Q2	$304K	Hold	5,240	–	–	0.09%	84
2018 Q1	$272K	Sell	5,240 -748	-12%	-$40.4K	0.07%	99
2017 Q4	$322K	Hold	5,988	–	–	0.07%	108
2017 Q3	$366K	Buy	5,988 +396	+7%	+$24K	0.09%	101
2017 Q2	$342K	Sell	5,592 -3,668	-40%	-$223K	0.09%	95
2017 Q1	$561K	Buy	9,260 +3,892	+73%	+$236K	0.14%	79
2016 Q4	$302K	Buy	+5,368	New	+$314K	0.08%	97
2016 Q3	–	Sell	-5,410	Closed	-$297K	–	120
2016 Q2	$297K	Hold	5,410	–	–	0.08%	101
2016 Q1	$273K	Buy	5,410 +170	+3%	+$8.33K	0.08%	104
2015 Q4	$264K	Sell	5,240 -2,662	-34%	-$134K	0.07%	114
2015 Q3	$372K	Sell	7,902 -105	-1%	-$5.58K	0.11%	100
2015 Q2	$435K	Buy	8,007 +105	+1%	+$5.89K	0.12%	97
2015 Q1	$433K	Hold	7,902	–	–	0.12%	96
2014 Q4	$428K	Hold	7,902	–	–	0.12%	97
2014 Q3	$447K	Hold	7,902	–	–	0.13%	93
2014 Q2	$436K	Hold	7,902	–	–	0.13%	91
2014 Q1	$428K	Hold	7,902	–	–	0.14%	81
2013 Q4	$377K	Hold	7,902	–	–	0.11%	88
2013 Q3	$359K	Hold	7,902	–	–	0.11%	85
2013 Q2	$350K	Buy	+7,902	New	+$353K	0.12%	82

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

Zevin Asset Management's MRK Position: Q1 2026 in Review

Zevin Asset Management held its Merck (MRK) position steady in Q1 2026 at 5,318 shares worth $640K. The position accounts for 0.09% of the portfolio, ranked #61.

Zevin Asset Management first reported a position in MRK in Q2 2013 and has held it in 51 quarters since. The position peaked at $924K in Q4 2023. 3,776 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Zevin Asset Management held 5,318 shares of Merck worth $640K as of Q1 2026.
Zevin Asset Management left its Merck share count unchanged in Q1 2026.
Merck made up 0.09% of Zevin Asset Management's portfolio in Q1 2026, its #61 holding.
Zevin Asset Management first reported a position in Merck in Q2 2013 and has held it in 51 quarters since.
Zevin Asset Management's Merck position peaked at $924K in Q4 2023.
3,776 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Zevin Asset Management's 13F filing for Q1 2026, filed 7 May 2026.