Ball & Co Wealth Management’s Merck MRK Stock Holding History

Ball & Co 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	$3K	Hold	31	–	–	﹤0.01%	66
2025 Q4	$3K	Hold	31	–	–	﹤0.01%	65
2025 Q3	$2K	Buy	31 +1	+3%	+$82	﹤0.01%	75
2025 Q2	$2K	Hold	30	–	–	﹤0.01%	60
2025 Q1	$2K	Hold	30	–	–	﹤0.01%	55
2024 Q4	$3K	Buy	+30	New	+$3.09K	﹤0.01%	59

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ball & Co Wealth Management's MRK Position: Q1 2026 in Review

Ball & Co Wealth Management held its Merck (MRK) position steady in Q1 2026 at 31 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #66.

Ball & Co Wealth Management first reported a position in MRK in Q4 2024 and has held it in 6 quarters since. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Ball & Co Wealth Management held 31 shares of Merck worth $3K as of Q1 2026.
Ball & Co Wealth Management left its Merck share count unchanged in Q1 2026.
Merck made up ﹤0.01% of Ball & Co Wealth Management's portfolio in Q1 2026, its #66 holding.
Ball & Co Wealth Management first reported a position in Merck in Q4 2024 and has held it in 6 quarters since.
3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Ball & Co Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.