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
Q2 		$281K Buy
2,577
+468
+22% +$54.8K 0.06% 117
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 $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

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

Able Wealth Management increased its Merck (MRK) stake by 22% in Q2 2026, buying an estimated $54.8K and bringing the position to 2,577 shares worth $281K. The position accounts for 0.06% of the portfolio, ranked #117.

Able Wealth Management first reported a position in MRK in Q4 2023 and has held it in 8 quarters since. 3,838 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Able Wealth Management held 2,577 shares of Merck worth $281K as of Q2 2026.
  • Able Wealth Management bought 468 Merck shares in Q2 2026, an estimated $54.8K.
  • Merck made up 0.06% of Able Wealth Management's portfolio in Q2 2026, its #117 holding.
  • Able Wealth Management first reported a position in Merck in Q4 2023 and has held it in 8 quarters since.
  • 3,838 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.