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 Q2	$4.8M	Sell	37,088 -495	-1%	-$57.9K	0.22%	45
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 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

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

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

Angeles Wealth Management's MRK Position: Q2 2026 in Review

Angeles Wealth Management reduced its Merck (MRK) stake by 1.3% in Q2 2026, selling an estimated $57.9K and leaving 37,088 shares worth $4.8M. The position accounts for 0.22% of the portfolio, ranked #45.

Angeles Wealth Management first reported a position in MRK in Q1 2022 and has held it in 18 quarters since. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Angeles Wealth Management held 37,088 shares of Merck worth $4.8M as of Q2 2026.
Angeles Wealth Management sold 495 Merck shares in Q2 2026, an estimated $57.9K.
Merck made up 0.22% of Angeles Wealth Management's portfolio in Q2 2026, its #45 holding.
Angeles Wealth Management first reported a position in Merck in Q1 2022 and has held it in 18 quarters since.
3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.