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Atlantic Private Wealth’s Merck MRK Stock Holding History

Atlantic Private Wealth’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 		$2.41K Hold
20
– – ﹤0.01% 218
2025
Q4 		$2.1K Buy
+20
New +$1.88K ﹤0.01% 227
2025
Q3 		– Sell
-13
Closed -$1.01K – 248
2025
Q2 		$1.01K Hold
13
– – ﹤0.01% 226
2025
Q1 		$1.14K Hold
13
– – ﹤0.01% 200
2024
Q4 		$1.25K Buy
13
+1
+8% +$103 ﹤0.01% 194
2024
Q3 		$1.42K Hold
12
– – ﹤0.01% 177
2024
Q2 		$1.54K Hold
12
– – ﹤0.01% 96
2024
Q1 		$1.63K Buy
12
+5
+71% +$616 ﹤0.01% 103
2023
Q4 		$796 Hold
7
– – ﹤0.01% 97
2023
Q3 		$746 Hold
7
– – ﹤0.01% 104
2023
Q2 		$831 Hold
7
– – ﹤0.01% 97
2023
Q1 		$761 Buy
+7
New +$756 ﹤0.01% 88

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

Atlantic Private Wealth's MRK Position: Q1 2026 in Review

Atlantic Private Wealth held its Merck (MRK) position steady in Q1 2026 at 20 shares worth $2.41K. The position accounts for ﹤0.01% of the portfolio, ranked #218.

Atlantic Private Wealth first reported a position in MRK in Q1 2023 and has held it in 12 quarters since. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Atlantic Private Wealth held 20 shares of Merck worth $2.41K as of Q1 2026.
  • Atlantic Private Wealth left its Merck share count unchanged in Q1 2026.
  • Merck made up ﹤0.01% of Atlantic Private Wealth's portfolio in Q1 2026, its #218 holding.
  • Atlantic Private Wealth first reported a position in Merck in Q1 2023 and has held it in 12 quarters since.
  • 3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

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