ZIG
MRK icon

Zuckerman Investment Group’s Merck MRK Stock Holding History

Zuckerman Investment Group’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 		$1.46M Sell
12,118
-790
-6% -$91.2K 0.14% 61
2025
Q4 		$1.36M Sell
12,908
-10,862
-46% -$1.02M 0.12% 67
2025
Q3 		$1.99M Sell
23,770
-59,370
-71% -$4.89M 0.18% 61
2025
Q2 		$6.58M Buy
83,140
+8,341
+11% +$663K 0.64% 47
2025
Q1 		$6.71M Buy
74,799
+3,671
+5% +$343K 0.72% 44
2024
Q4 		$7.1M Buy
71,128
+2,772
+4% +$286K 0.68% 44
2024
Q3 		$7.76M Buy
68,356
+89
+0.1% +$10.6K 0.8% 42
2024
Q2 		$8.45M Buy
68,267
+145
+0.2% +$18.7K 0.98% 36
2024
Q1 		$8.99M Buy
68,122
+787
+1% +$97K 1.02% 36
2023
Q4 		$7.34M Buy
67,335
+1,468
+2% +$152K 0.95% 39
2023
Q3 		$6.78M Buy
65,867
+53
+0.1% +$5.71K 0.97% 33
2023
Q2 		$7.59M Sell
65,814
-927
-1% -$105K 1.09% 34
2023
Q1 		$7.1M Buy
66,741
+131
+0.2% +$14.1K 1.08% 36
2022
Q4 		$7.39M Buy
66,610
+716
+1% +$73.2K 1.17% 31
2022
Q3 		$5.67M Sell
65,894
-1,182
-2% -$106K 1.06% 34
2022
Q2 		$6.12M Buy
67,076
+1,470
+2% +$130K 1.11% 35
2022
Q1 		$5.38M Buy
65,606
+1,410
+2% +$111K 0.87% 43
2021
Q4 		$4.92M Sell
64,196
-2,512
-4% -$200K 0.76% 45
2021
Q3 		$5.01M Sell
66,708
-4,401
-6% -$335K 0.83% 45
2021
Q2 		$5.53M Buy
71,109
+280
+0.4% +$20.8K 0.87% 44
2021
Q1 		$5.21M Buy
70,829
+11,962
+20% +$882K 0.86% 43
2020
Q4 		$4.59M Buy
58,867
+6,435
+12% +$492K 0.85% 42
2020
Q3 		$4.15M Buy
52,432
+2,956
+6% +$232K 0.92% 41
2020
Q2 		$3.65M Sell
49,476
-49
-0.1% -$3.69K 0.86% 39
2020
Q1 		$3.64M Buy
+49,525
New +$3.89M 1.06% 38

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

Zuckerman Investment Group's MRK Position: Q1 2026 in Review

Zuckerman Investment Group reduced its Merck (MRK) stake by 6.1% in Q1 2026, selling an estimated $91.2K and leaving 12,118 shares worth $1.46M. The position accounts for 0.14% of the portfolio, ranked #61.

Zuckerman Investment Group first reported a position in MRK in Q1 2020 and has held it in 25 quarters since. The position peaked at $8.99M in Q1 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Zuckerman Investment Group held 12,118 shares of Merck worth $1.46M as of Q1 2026.
  • Zuckerman Investment Group sold 790 Merck shares in Q1 2026, an estimated $91.2K.
  • Merck made up 0.14% of Zuckerman Investment Group's portfolio in Q1 2026, its #61 holding.
  • Zuckerman Investment Group first reported a position in Merck in Q1 2020 and has held it in 25 quarters since.
  • Zuckerman Investment Group's Merck position peaked at $8.99M in Q1 2024.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Zuckerman Investment Group's 13F filing for Q1 2026, filed 15 May 2026.