AWM
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Angeles Wealth Management’s Merck MRK Stock Holding History

Angeles 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 		$4.55M Buy
37,583
+3,138
+9% +$362K 0.25% 42
2025
Q4 		$3.66M Buy
34,445
+1,098
+3% +$103K 0.2% 51
2025
Q3 		$2.8M Buy
33,347
+2,415
+8% +$199K 0.17% 52
2025
Q2 		$2.45M Sell
30,932
-1,903
-6% -$151K 0.17% 51
2025
Q1 		$2.95M Sell
32,835
-2,030
-6% -$190K 0.24% 44
2024
Q4 		$3.47M Buy
34,865
+3,623
+12% +$374K 0.29% 39
2024
Q3 		$3.55M Buy
31,242
+3,830
+14% +$455K 0.31% 35
2024
Q2 		$3.39M Buy
27,412
+1,030
+4% +$133K 0.32% 35
2024
Q1 		$3.48M Buy
26,382
+2,047
+8% +$252K 0.35% 31
2023
Q4 		$2.65M Buy
24,335
+44
+0.2% +$4.57K 0.32% 30
2023
Q3 		$2.5M Buy
24,291
+603
+3% +$65K 0.35% 29
2023
Q2 		$2.73M Buy
23,688
+337
+1% +$38.3K 0.37% 28
2023
Q1 		$2.48M Buy
23,351
+647
+3% +$69.9K 0.37% 30
2022
Q4 		$2.52M Buy
22,704
+271
+1% +$27.7K 0.44% 29
2022
Q3 		$1.93M Buy
22,433
+1,199
+6% +$107K 0.38% 31
2022
Q2 		$1.94M Buy
21,234
+6
+0% +$532 0.39% 34
2022
Q1 		$1.74M Buy
+21,228
New +$1.67M 0.33% 38

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

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

Angeles Wealth Management increased its Merck (MRK) stake by 9.1% in Q1 2026, buying an estimated $362K and bringing the position to 37,583 shares worth $4.55M. The position accounts for 0.25% of the portfolio, ranked #42.

Angeles Wealth Management first reported a position in MRK in Q1 2022 and has held it in 17 quarters since. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Angeles Wealth Management held 37,583 shares of Merck worth $4.55M as of Q1 2026.
  • Angeles Wealth Management bought 3,138 Merck shares in Q1 2026, an estimated $362K.
  • Merck made up 0.25% of Angeles Wealth Management's portfolio in Q1 2026, its #42 holding.
  • Angeles Wealth Management first reported a position in Merck in Q1 2022 and has held it in 17 quarters since.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.