4WM
MRK icon

49 Wealth Management’s Merck MRK Stock Holding History

49 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 		$262K Sell
2,175
-313
-13% -$36.1K 0.02% 159
2025
Q4 		$262K Sell
2,488
-198
-7% -$18.6K 0.02% 165
2025
Q3 		$225K Sell
2,686
-83
-3% -$6.84K 0.02% 174
2025
Q2 		$219K Sell
2,769
-3,660
-57% -$291K 0.02% 162
2025
Q1 		$577K Buy
6,429
+97
+2% +$9.06K 0.07% 85
2024
Q4 		$630K Buy
6,332
+71
+1% +$7.32K 0.09% 70
2024
Q3 		$711K Buy
6,261
+1,565
+33% +$186K 0.12% 67
2024
Q2 		$601K Buy
4,696
+1,387
+42% +$179K 0.12% 75
2024
Q1 		$433K Buy
3,309
+699
+27% +$86.2K 0.09% 63
2023
Q4 		$285K Buy
+2,610
New +$271K 0.07% 86

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

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

49 Wealth Management reduced its Merck (MRK) stake by 13% in Q1 2026, selling an estimated $36.1K and leaving 2,175 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #159.

49 Wealth Management first reported a position in MRK in Q4 2023 and has held it in 10 quarters since. The position peaked at $711K in Q3 2024. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • 49 Wealth Management held 2,175 shares of Merck worth $262K as of Q1 2026.
  • 49 Wealth Management sold 313 Merck shares in Q1 2026, an estimated $36.1K.
  • Merck made up 0.02% of 49 Wealth Management's portfolio in Q1 2026, its #159 holding.
  • 49 Wealth Management first reported a position in Merck in Q4 2023 and has held it in 10 quarters since.
  • 49 Wealth Management's Merck position peaked at $711K in Q3 2024.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.