AWM
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Able Wealth Management’s Merck MRK Stock Holding History

Able 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 		$211K Buy
2,109
+207
+11% +$23.9K 0.06% 123
2025
Q4 		$200K Buy
+1,902
New +$179K 0.06% 113
2025
Q1 		– Sell
-2,014
Closed -$200K – 104
2024
Q4 		$200K Buy
2,014
+68
+3% +$7.01K 0.13% 96
2024
Q3 		$221K Hold
1,946
– – 0.17% 84
2024
Q2 		$241K Buy
1,946
+11
+0.6% +$1.42K 0.2% 73
2024
Q1 		$255K Sell
1,935
-10
-0.5% -$1.23K 0.22% 70
2023
Q4 		$212K Buy
+1,945
New +$202K 0.19% 73

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

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

Able Wealth Management increased its Merck (MRK) stake by 11% in Q1 2026, buying an estimated $23.9K and bringing the position to 2,109 shares worth $211K. The position accounts for 0.06% of the portfolio, ranked #123.

Able Wealth Management first reported a position in MRK in Q4 2023 and has held it in 7 quarters since. The position peaked at $255K in Q1 2024. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Able Wealth Management held 2,109 shares of Merck worth $211K as of Q1 2026.
  • Able Wealth Management bought 207 Merck shares in Q1 2026, an estimated $23.9K.
  • Merck made up 0.06% of Able Wealth Management's portfolio in Q1 2026, its #123 holding.
  • Able Wealth Management first reported a position in Merck in Q4 2023 and has held it in 7 quarters since.
  • Able Wealth Management's Merck position peaked at $255K in Q1 2024.
  • 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Able Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.