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BlackDiamond Wealth Management’s Merck MRK Stock Holding History

BlackDiamond 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 		$427K Sell
3,552
-173
-5% -$20K 0.21% 105
2025
Q4 		$438K Buy
3,725
+215
+6% +$20.2K 0.21% 100
2025
Q3 		$295K Buy
3,510
+457
+15% +$37.6K 0.16% 120
2025
Q2 		$250K Buy
3,053
+76
+3% +$6.04K 0.14% 136
2025
Q1 		$226K Sell
2,977
-1,666
-36% -$156K 0.15% 135
2024
Q4 		$462K Buy
4,643
+495
+12% +$51K 0.27% 79
2024
Q3 		$409K Buy
4,148
+244
+6% +$29K 0.25% 92
2024
Q2 		$445K Buy
3,904
+479
+14% +$61.7K 0.29% 80
2024
Q1 		$452K Buy
3,425
+73
+2% +$9K 0.32% 78
2023
Q4 		$423K Buy
3,352
+452
+16% +$46.9K 0.31% 75
2023
Q3 		$298K Buy
2,900
+34
+1% +$3.67K 0.27% 88
2023
Q2 		$308K Buy
2,866
+349
+14% +$39.6K 0.26% 87
2023
Q1 		$293K Sell
2,517
-147
-6% -$15.9K 0.3% 76
2022
Q4 		$295K Buy
2,664
+199
+8% +$20.3K 0.33% 75
2022
Q3 		$241K Buy
2,465
+12
+0.5% +$1.07K 0.29% 88
2022
Q2 		$220K Buy
+2,453
New +$217K 0.27% 101

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

BlackDiamond Wealth Management's MRK Position: Q1 2026 in Review

BlackDiamond Wealth Management reduced its Merck (MRK) stake by 4.6% in Q1 2026, selling an estimated $20K and leaving 3,552 shares worth $427K. The position accounts for 0.21% of the portfolio, ranked #105.

BlackDiamond Wealth Management first reported a position in MRK in Q2 2022 and has held it in 16 quarters since. The position peaked at $462K in Q4 2024. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • BlackDiamond Wealth Management held 3,552 shares of Merck worth $427K as of Q1 2026.
  • BlackDiamond Wealth Management sold 173 Merck shares in Q1 2026, an estimated $20K.
  • Merck made up 0.21% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #105 holding.
  • BlackDiamond Wealth Management first reported a position in Merck in Q2 2022 and has held it in 16 quarters since.
  • BlackDiamond Wealth Management's Merck position peaked at $462K in Q4 2024.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.