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Alaethes Wealth’s Merck MRK Stock Holding History

Alaethes Wealth’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 		$376K Buy
3,107
+107
+4% +$12.4K 0.11% 100
2025
Q4 		$318K Buy
3,000
+274
+10% +$25.7K 0.09% 101
2025
Q3 		$230K Buy
+2,726
New +$225K 0.07% 103
2025
Q1 		– Sell
-2,210
Closed -$222K – 114
2024
Q4 		$222K Sell
2,210
-13,744
-86% -$1.42M 0.08% 103
2024
Q3 		$1.82M Buy
15,954
+1,244
+8% +$148K 0.67% 50
2024
Q2 		$1.83M Sell
14,710
-2,728
-16% -$351K 0.76% 42
2024
Q1 		$2.31M Buy
17,438
+1,269
+8% +$156K 1.01% 28
2023
Q4 		$1.76M Buy
16,169
+8
+0% +$830 0.83% 41
2023
Q3 		$1.66M Sell
16,161
-359
-2% -$38.7K 0.91% 31
2023
Q2 		$1.91M Sell
16,520
-1,075
-6% -$122K 1.05% 24
2023
Q1 		$1.87M Buy
17,595
+1,068
+6% +$115K 1.1% 19
2022
Q4 		$1.83M Buy
16,527
+1,178
+8% +$120K 1.26% 17
2022
Q3 		$1.32M Buy
15,349
+575
+4% +$51.3K 0.97% 30
2022
Q2 		$1.35M Sell
14,774
-197
-1% -$17.5K 1% 29
2022
Q1 		$1.23M Buy
14,971
+351
+2% +$27.7K 0.78% 48
2021
Q4 		$1.12M Buy
14,620
+1,497
+11% +$119K 0.71% 56
2021
Q3 		$986K Buy
13,123
+1,635
+14% +$124K 0.72% 54
2021
Q2 		$893K Sell
11,488
-498
-4% -$37K 0.69% 60
2021
Q1 		$882K Buy
+11,986
New +$884K 0.82% 45

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

Alaethes Wealth's MRK Position: Q1 2026 in Review

Alaethes Wealth increased its Merck (MRK) stake by 3.6% in Q1 2026, buying an estimated $12.4K and bringing the position to 3,107 shares worth $376K. The position accounts for 0.11% of the portfolio, ranked #100.

Alaethes Wealth first reported a position in MRK in Q1 2021 and has held it in 19 quarters since. The position peaked at $2.31M in Q1 2024. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Alaethes Wealth held 3,107 shares of Merck worth $376K as of Q1 2026.
  • Alaethes Wealth bought 107 Merck shares in Q1 2026, an estimated $12.4K.
  • Merck made up 0.11% of Alaethes Wealth's portfolio in Q1 2026, its #100 holding.
  • Alaethes Wealth first reported a position in Merck in Q1 2021 and has held it in 19 quarters since.
  • Alaethes Wealth's Merck position peaked at $2.31M in Q1 2024.
  • 3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Alaethes Wealth's 13F filing for Q1 2026, filed 12 May 2026.