4WM
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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
Q2 		$2.04M Buy
15,847
+1,532
+11% +$179K 0.67% 45
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
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

44 Wealth Management's MRK Position: Q2 2026 in Review

44 Wealth Management increased its Merck (MRK) stake by 11% in Q2 2026, buying an estimated $179K and bringing the position to 15,847 shares worth $2.04M. The position accounts for 0.67% of the portfolio, ranked #45.

44 Wealth Management first reported a position in MRK in Q4 2020 and has held it in 18 quarters since. The position peaked at $3.65M in Q2 2023. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • 44 Wealth Management held 15,847 shares of Merck worth $2.04M as of Q2 2026.
  • 44 Wealth Management bought 1,532 Merck shares in Q2 2026, an estimated $179K.
  • Merck made up 0.67% of 44 Wealth Management's portfolio in Q2 2026, its #45 holding.
  • 44 Wealth Management first reported a position in Merck in Q4 2020 and has held it in 18 quarters since.
  • 44 Wealth Management's Merck position peaked at $3.65M in Q2 2023.
  • 3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on 44 Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.