AWM
MRK icon

AE Wealth Management’s Merck MRK Stock Holding History

AE 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 		$17.3M Sell
144,082
-8,425
-6% -$973K 0.09% 226
2025
Q4 		$16.1M Sell
152,507
-102,481
-40% -$9.62M 0.09% 222
2025
Q3 		$21.4M Buy
254,988
+15,398
+6% +$1.27M 0.14% 169
2025
Q2 		$19M Sell
239,590
-184,984
-44% -$14.7M 0.14% 170
2025
Q1 		$38.1M Sell
424,574
-136,797
-24% -$12.8M 0.32% 81
2024
Q4 		$55.8M Buy
561,371
+61,222
+12% +$6.31M 0.47% 49
2024
Q3 		$56.8M Buy
500,149
+92,811
+23% +$11M 0.52% 41
2024
Q2 		$50.4M Buy
407,338
+19,072
+5% +$2.46M 0.5% 41
2024
Q1 		$51.2M Sell
388,266
-189,530
-33% -$23.4M 0.58% 33
2023
Q4 		$69.8M Buy
577,796
+177,825
+44% +$18.5M 0.36% 48
2023
Q3 		$41.2M Sell
399,971
-3,261
-0.8% -$351K 0.25% 81
2023
Q2 		$46.5M Sell
403,232
-99,297
-20% -$11.3M 0.28% 65
2023
Q1 		$53.5M Buy
502,529
+71,588
+17% +$7.73M 0.34% 44
2022
Q4 		$47.8M Buy
430,941
+70,367
+20% +$7.19M 0.35% 52
2022
Q3 		$31.1M Buy
360,574
+68,279
+23% +$6.1M 0.25% 87
2022
Q2 		$26.6M Buy
292,295
+14,128
+5% +$1.25M 0.21% 116
2022
Q1 		$22.8M Buy
278,167
+831
+0.3% +$65.5K 0.16% 141
2021
Q4 		$21.3M Buy
277,336
+66,661
+32% +$5.31M 0.15% 143
2021
Q3 		$15.8M Buy
210,675
+19,979
+10% +$1.52M 0.13% 175
2021
Q2 		$14.8M Buy
190,696
+5,639
+3% +$419K 0.13% 161
2021
Q1 		$13.6M Buy
185,057
+3,924
+2% +$289K 0.14% 154
2020
Q4 		$14.1M Buy
181,133
+16,414
+10% +$1.26M 0.16% 138
2020
Q3 		$13M Buy
164,719
+6,781
+4% +$531K 0.19% 117
2020
Q2 		$11.7M Buy
157,938
+28,269
+22% +$2.13M 0.18% 127
2020
Q1 		$9.52M Buy
129,669
+33,332
+35% +$2.62M 0.22% 94
2019
Q4 		$8.36M Buy
96,337
+32,402
+51% +$2.66M 0.18% 114
2019
Q3 		$5.14M Sell
63,935
-2,532
-4% -$203K 0.15% 135
2019
Q2 		$5.32M Buy
66,467
+28,481
+75% +$2.18M 0.16% 117
2019
Q1 		$3.02M Buy
37,986
+12,302
+48% +$920K 0.21% 99
2018
Q4 		$1.87M Buy
25,684
+4,448
+21% +$314K 0.32% 79
2018
Q3 		$1.44M Buy
21,236
+1,043
+5% +$66.4K 0.08% 172
2018
Q2 		$1.17M Sell
20,193
-21,543
-52% -$1.22M 0.08% 147
2018
Q1 		$2.17M Sell
41,736
-115
-0.3% -$6.21K 0.17% 87
2017
Q4 		$2.25M Buy
41,851
+5,376
+15% +$298K 0.2% 82
2017
Q3 		$2.23M Sell
36,475
-3,695
-9% -$224K 0.21% 76
2017
Q2 		$2.46M Buy
40,170
+2,786
+7% +$170K 0.29% 65
2017
Q1 		$2.27M Buy
37,384
+6,397
+21% +$388K 0.42% 47
2016
Q4 		$1.74M Buy
+30,987
New +$1.81M 0.71% 28

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

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

AE Wealth Management reduced its Merck (MRK) stake by 5.5% in Q1 2026, selling an estimated $973K and leaving 144,082 shares worth $17.3M. The position accounts for 0.09% of the portfolio, ranked #226.

AE Wealth Management first reported a position in MRK in Q4 2016 and has held it in 38 quarters since. The position peaked at $69.8M in Q4 2023. 3,777 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • AE Wealth Management held 144,082 shares of Merck worth $17.3M as of Q1 2026.
  • AE Wealth Management sold 8,425 Merck shares in Q1 2026, an estimated $973K.
  • Merck made up 0.09% of AE Wealth Management's portfolio in Q1 2026, its #226 holding.
  • AE Wealth Management first reported a position in Merck in Q4 2016 and has held it in 38 quarters since.
  • AE Wealth Management's Merck position peaked at $69.8M in Q4 2023.
  • 3,777 funds tracked by Wall St. Rank held Merck as of Q1 2026.

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