American Wealth Advisors’s Merck MRK Stock Holding History

American Wealth Advisors’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	–	Sell	-1,013	Closed	-$107K	–	89
2025 Q4	$107K	Hold	1,013	–	–	0.1%	52
2025 Q3	$85K	Buy	+1,013	New	+$83.4K	0.08%	55

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Wealth Advisors's MRK Position: Q1 2026 in Review

American Wealth Advisors sold out of Merck (MRK) in Q1 2026, closing a stake of 1,013 shares — an estimated $107K sold.

American Wealth Advisors first reported a position in MRK in Q3 2025 and held it in 2 quarters. The position peaked at $107K in Q4 2025. 3,802 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

American Wealth Advisors reported no remaining Merck position as of Q1 2026 after selling out during the quarter.
American Wealth Advisors sold 1,013 Merck shares in Q1 2026, an estimated $107K.
American Wealth Advisors first reported a position in Merck in Q3 2025 and held it in 2 quarters.
American Wealth Advisors's Merck position peaked at $107K in Q4 2025.
3,802 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on American Wealth Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.