4WM
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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
Q2 		$1.15M Buy
8,956
+6,781
+312% +$794K 0.22% 71
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 $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

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

49 Wealth Management increased its Merck (MRK) stake by 312% in Q2 2026, buying an estimated $794K and bringing the position to 8,956 shares worth $1.15M. The position accounts for 0.22% of the portfolio, ranked #71.

49 Wealth Management first reported a position in MRK in Q4 2023 and has held it in 11 quarters since. 3,836 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • 49 Wealth Management held 8,956 shares of Merck worth $1.15M as of Q2 2026.
  • 49 Wealth Management bought 6,781 Merck shares in Q2 2026, an estimated $794K.
  • Merck made up 0.22% of 49 Wealth Management's portfolio in Q2 2026, its #71 holding.
  • 49 Wealth Management first reported a position in Merck in Q4 2023 and has held it in 11 quarters since.
  • 3,836 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.