ZIG
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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
Q2 		$1.55M Sell
12,036
-82
-0.7% -$9.6K 0.13% 66
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Zuckerman Investment Group's MRK Position: Q2 2026 in Review

Zuckerman Investment Group reduced its Merck (MRK) stake by 0.68% in Q2 2026, selling an estimated $9.6K and leaving 12,036 shares worth $1.55M. The position accounts for 0.13% of the portfolio, ranked #66.

Zuckerman Investment Group first reported a position in MRK in Q1 2020 and has held it in 26 quarters since. The position peaked at $8.99M in Q1 2024. 3,842 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Zuckerman Investment Group held 12,036 shares of Merck worth $1.55M as of Q2 2026.
  • Zuckerman Investment Group sold 82 Merck shares in Q2 2026, an estimated $9.6K.
  • Merck made up 0.13% of Zuckerman Investment Group's portfolio in Q2 2026, its #66 holding.
  • Zuckerman Investment Group first reported a position in Merck in Q1 2020 and has held it in 26 quarters since.
  • Zuckerman Investment Group's Merck position peaked at $8.99M in Q1 2024.
  • 3,842 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Zuckerman Investment Group's 13F filing for Q2 2026, filed 14 Aug 2026.