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Atlas Private Wealth Advisors’s Merck MRK Stock Holding History

Atlas Private 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 		$218K Sell
1,811
-266
-13% -$30.7K 0.05% 128
2025
Q4 		$219K Buy
+2,077
New +$195K 0.05% 127
2025
Q3 		– Sell
-8,589
Closed -$680K – 178
2025
Q2 		$680K Sell
8,589
-4,809
-36% -$382K 0.09% 107
2025
Q1 		$1.2M Sell
13,398
-8,134
-38% -$759K 0.17% 74
2024
Q4 		$2.14M Buy
21,532
+396
+2% +$40.8K 0.3% 49
2024
Q3 		$2.4M Buy
21,136
+620
+3% +$73.7K 0.35% 39
2024
Q2 		$2.54M Buy
20,516
+10,294
+101% +$1.33M 0.41% 33
2024
Q1 		$1.35M Sell
10,222
-12,185
-54% -$1.5M 0.45% 30
2023
Q4 		$2.44M Sell
22,407
-14,437
-39% -$1.5M 0.45% 27
2023
Q3 		$3.79M Buy
36,844
+1,386
+4% +$149K 0.72% 23
2023
Q2 		$4.09M Buy
35,458
+15,044
+74% +$1.71M 0.83% 18
2023
Q1 		$2.17M Sell
20,414
-568
-3% -$61.3K 1% 16
2022
Q4 		$2.33M Sell
20,982
-3,172
-13% -$324K 1.24% 13
2022
Q3 		$2.08M Sell
24,154
-245
-1% -$21.9K 1.25% 16
2022
Q2 		$2.22M Sell
24,399
-2,139
-8% -$190K 1.33% 17
2022
Q1 		$2.18M Buy
26,538
+1,747
+7% +$138K 0.97% 21
2021
Q4 		$1.9M Sell
24,791
-539
-2% -$42.9K 0.88% 33
2021
Q3 		$1.9M Buy
25,330
+1,246
+5% +$94.8K 0.99% 21
2021
Q2 		$1.87M Sell
24,084
-275
-1% -$20.5K 1.01% 22
2021
Q1 		$1.79M Buy
24,359
+3,690
+18% +$272K 1% 24
2020
Q4 		$1.61M Buy
20,669
+381
+2% +$29.1K 1.08% 20
2020
Q3 		$1.61M Sell
20,288
-296
-1% -$23.2K 1.34% 15
2020
Q2 		$1.52M Buy
+20,584
New +$1.55M 1.35% 17

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

Atlas Private Wealth Advisors's MRK Position: Q1 2026 in Review

Atlas Private Wealth Advisors reduced its Merck (MRK) stake by 13% in Q1 2026, selling an estimated $30.7K and leaving 1,811 shares worth $218K. The position accounts for 0.05% of the portfolio, ranked #128.

Atlas Private Wealth Advisors first reported a position in MRK in Q2 2020 and has held it in 23 quarters since. The position peaked at $4.09M in Q2 2023. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Atlas Private Wealth Advisors held 1,811 shares of Merck worth $218K as of Q1 2026.
  • Atlas Private Wealth Advisors sold 266 Merck shares in Q1 2026, an estimated $30.7K.
  • Merck made up 0.05% of Atlas Private Wealth Advisors's portfolio in Q1 2026, its #128 holding.
  • Atlas Private Wealth Advisors first reported a position in Merck in Q2 2020 and has held it in 23 quarters since.
  • Atlas Private Wealth Advisors's Merck position peaked at $4.09M in Q2 2023.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.