44 Wealth Management’s Merck MRK Stock Holding History

44 Wealth 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	$1.72M	Buy	+14,315	New	+$1.65M	0.6%	52
2025 Q4	–	Sell	-3,910	Closed	-$328K	–	207
2025 Q3	$328K	Buy	3,910 +1	+0%	+$82	0.11%	171
2025 Q2	$309K	Sell	3,909 -1,113	-22%	-$88.5K	0.11%	172
2025 Q1	$451K	Sell	5,022 -158	-3%	-$14.8K	0.17%	140
2024 Q4	$515K	Sell	5,180 -45	-0.9%	-$4.64K	0.2%	128
2024 Q3	$556K	Buy	+5,225	New	+$621K	0.2%	130
2023 Q2	$3.65M	Buy	31,608 +429	+1%	+$48.7K	1.24%	23
2023 Q1	$3.32M	Buy	31,179 +1,426	+5%	+$154K	1.12%	21
2022 Q4	$3.3M	Buy	29,753 +4,098	+16%	+$419K	1.14%	21
2022 Q3	$2.21M	Buy	25,655 +3,414	+15%	+$305K	0.91%	27
2022 Q2	$2.03M	Buy	22,241 +2,073	+10%	+$184K	0.78%	29
2022 Q1	$1.66M	Buy	20,168 +15,479	+330%	+$1.22M	0.6%	45
2021 Q4	$359K	Sell	4,689 -2,290	-33%	-$182K	0.12%	131
2021 Q3	$524K	Buy	6,979 +2,141	+44%	+$163K	0.2%	100
2021 Q2	$376K	Buy	4,838 +2,018	+72%	+$150K	0.14%	126
2021 Q1	$207K	Sell	2,820 -6,594	-70%	-$486K	0.09%	151
2020 Q4	$735K	Buy	+9,414	New	+$720K	0.33%	67

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

44 Wealth Management's MRK Position: Q1 2026 in Review

44 Wealth Management opened a new position in Merck (MRK) in Q1 2026: 14,315 shares worth $1.72M. The stake represents 0.6% of the portfolio and ranks #52 among its holdings. This is a return to the name: 44 Wealth Management previously reported a position in MRK as recently as Q3 2025.

44 Wealth Management first reported a position in MRK in Q4 2020 and has held it in 17 quarters since. The position peaked at $3.65M in Q2 2023. 3,777 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

44 Wealth Management held 14,315 shares of Merck worth $1.72M as of Q1 2026.
Merck was a new 44 Wealth Management position in Q1 2026.
Merck made up 0.6% of 44 Wealth Management's portfolio in Q1 2026, its #52 holding.
44 Wealth Management first reported a position in Merck in Q4 2020 and has held it in 17 quarters since.
44 Wealth Management's Merck position peaked at $3.65M in Q2 2023.
3,777 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on 44 Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.