Alliance Wealth Management Group’s Merck MRK Stock Holding History

Alliance Wealth Management Group’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	$1.11M	Sell	9,225 -21	-0.2%	-$2.42K	0.24%	50
2025 Q4	$973K	Buy	9,246 +45	+0.5%	+$4.22K	0.21%	52
2025 Q3	$772K	Buy	9,201 +76	+0.8%	+$6.26K	0.17%	56
2025 Q2	$722K	Hold	9,125	–	–	0.18%	52
2025 Q1	$819K	Hold	9,125	–	–	0.22%	46
2024 Q4	$908K	Sell	9,125 -36	-0.4%	-$3.71K	0.24%	48
2024 Q3	$1.04M	Hold	9,161	–	–	0.28%	45
2024 Q2	$1.13M	Sell	9,161 -189	-2%	-$24.3K	0.32%	41
2024 Q1	$1.23M	Buy	9,350 +499	+6%	+$61.5K	0.36%	40
2023 Q4	$965K	Buy	+8,851	New	+$919K	0.3%	42
2023 Q2	$1.02M	Buy	8,851 +36	+0.4%	+$4.09K	0.33%	41
2023 Q1	$938K	Buy	8,815 +7	+0.1%	+$756	0.32%	41
2022 Q4	$977K	Hold	8,808	–	–	0.36%	42
2022 Q3	$759K	Hold	8,808	–	–	0.3%	43
2022 Q2	$803K	Hold	8,808	–	–	0.3%	43
2022 Q1	$723K	Hold	8,808	–	–	0.24%	45
2021 Q4	$675K	Sell	8,808 -50	-0.6%	-$3.98K	0.21%	47
2021 Q3	$665K	Buy	8,858 +972	+12%	+$73.9K	0.22%	47
2021 Q2	$613K	Sell	7,886 -379	-5%	-$28.2K	0.2%	45
2021 Q1	$608K	Sell	8,265 -1,407	-15%	-$104K	0.23%	39
2020 Q4	$755K	Hold	9,672	–	–	0.3%	39
2020 Q3	$766K	Hold	9,672	–	–	0.33%	39
2020 Q2	$714K	Hold	9,672	–	–	0.33%	39
2020 Q1	$710K	Sell	9,672 -1,217	-11%	-$95.6K	0.38%	37
2019 Q4	$945K	Buy	10,889 +3,268	+43%	+$268K	0.42%	32
2019 Q3	$612K	Hold	7,621	–	–	0.29%	39
2019 Q2	$610K	Buy	7,621 +472	+7%	+$36.1K	0.3%	38
2019 Q1	$567K	Sell	7,149 -440	-6%	-$32.9K	0.3%	38
2018 Q4	$553K	Hold	7,589	–	–	0.33%	36
2018 Q3	$514K	Hold	7,589	–	–	0.28%	36
2018 Q2	$440K	Sell	7,589 -8,264	-52%	-$466K	0.25%	43
2018 Q1	$824K	Buy	15,853 +64	+0.4%	+$3.46K	0.39%	41
2017 Q4	$848K	Sell	15,789 -15,873	-50%	-$880K	0.42%	37
2017 Q3	$1.93M	Buy	31,662 +15,831	+100%	+$960K	0.49%	38
2017 Q2	$968K	Hold	15,831	–	–	0.54%	38
2017 Q1	$941K	Sell	15,831 -137	-0.9%	-$8.31K	0.54%	39
2016 Q4	$895K	Buy	15,968 +1,558	+11%	+$91.2K	0.66%	16
2016 Q3	$857K	Buy	14,410 +1,467	+11%	+$85.8K	0.6%	12
2016 Q2	$712K	Hold	12,943	–	–	0.5%	12
2016 Q1	$653K	Hold	12,943	–	–	0.55%	11
2015 Q4	$652K	Buy	+12,943	New	+$653K	0.62%	18

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alliance Wealth Management Group's MRK Position: Q1 2026 in Review

Alliance Wealth Management Group reduced its Merck (MRK) stake by 0.23% in Q1 2026, selling an estimated $2.42K and leaving 9,225 shares worth $1.11M. The position accounts for 0.24% of the portfolio, ranked #50.

Alliance Wealth Management Group first reported a position in MRK in Q4 2015 and has held it in 41 quarters since. The position peaked at $1.93M in Q3 2017. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Alliance Wealth Management Group held 9,225 shares of Merck worth $1.11M as of Q1 2026.
Alliance Wealth Management Group sold 21 Merck shares in Q1 2026, an estimated $2.42K.
Merck made up 0.24% of Alliance Wealth Management Group's portfolio in Q1 2026, its #50 holding.
Alliance Wealth Management Group first reported a position in Merck in Q4 2015 and has held it in 41 quarters since.
Alliance Wealth Management Group's Merck position peaked at $1.93M in Q3 2017.
3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Alliance Wealth Management Group's 13F filing for Q1 2026, filed 29 Apr 2026.