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Aspen Wealth Strategies’s Merck MRK Stock Holding History

Aspen Wealth Strategies’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 		$302K Buy
2,514
+1
+0% +$115 0.16% 74
2025
Q4 		$265K Buy
2,513
+27
+1% +$2.54K 0.14% 76
2025
Q3 		$209K Buy
+2,486
New +$205K 0.12% 85
2025
Q2 		– Sell
-2,748
Closed -$247K – 89
2025
Q1 		$247K Buy
2,748
+282
+11% +$26.3K 0.16% 75
2024
Q4 		$245K Sell
2,466
-15
-0.6% -$1.55K 0.16% 71
2024
Q3 		$282K Sell
2,481
-205
-8% -$24.4K 0.18% 71
2024
Q2 		$338K Buy
2,686
+125
+5% +$16.1K 0.24% 53
2024
Q1 		$338K Sell
2,561
-90
-3% -$11.1K 0.23% 55
2023
Q4 		$289K Buy
2,651
+33
+1% +$3.42K 0.21% 63
2023
Q3 		$269K Buy
2,618
+31
+1% +$3.34K 0.21% 57
2023
Q2 		$299K Sell
2,587
-215
-8% -$24.4K 0.23% 55
2023
Q1 		$298K Sell
2,802
-148
-5% -$16K 0.23% 56
2022
Q4 		$327K Buy
+2,950
New +$302K 0.26% 53

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

Aspen Wealth Strategies's MRK Position: Q1 2026 in Review

Aspen Wealth Strategies increased its Merck (MRK) stake by 0.04% in Q1 2026, buying an estimated $115 and bringing the position to 2,514 shares worth $302K. The position accounts for 0.16% of the portfolio, ranked #74.

Aspen Wealth Strategies first reported a position in MRK in Q4 2022 and has held it in 13 quarters since. The position peaked at $338K in Q2 2024. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Aspen Wealth Strategies held 2,514 shares of Merck worth $302K as of Q1 2026.
  • Aspen Wealth Strategies bought 1 Merck share in Q1 2026, an estimated $115.
  • Merck made up 0.16% of Aspen Wealth Strategies's portfolio in Q1 2026, its #74 holding.
  • Aspen Wealth Strategies first reported a position in Merck in Q4 2022 and has held it in 13 quarters since.
  • Aspen Wealth Strategies's Merck position peaked at $338K in Q2 2024.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Aspen Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.