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Blodgett Wealth Advisors’s Merck MRK Stock Holding History

Blodgett 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 		$1.12M Buy
9,333
+2
+0% +$231 0.89% 21
2025
Q4 		$982K Buy
9,331
+1
+0% +$94 0.69% 24
2025
Q3 		$783K Buy
9,330
+2
+0% +$165 0.54% 29
2025
Q2 		$738K Sell
9,328
-1,643
-15% -$131K 0.58% 29
2025
Q1 		$985K Sell
10,971
-3,224
-23% -$301K 0.84% 21
2024
Q4 		$1.41M Sell
14,195
-692
-5% -$71.3K 1.11% 17
2024
Q3 		$1.69M Sell
14,887
-169
-1% -$20.1K 1.42% 13
2024
Q2 		$1.86M Sell
15,056
-2,223
-13% -$286K 1.58% 12
2024
Q1 		$2.28M Buy
17,279
+291
+2% +$35.9K 2.06% 10
2023
Q4 		$1.85M Sell
16,988
-875
-5% -$90.8K 1.89% 11
2023
Q3 		$1.84M Hold
17,863
– – 2.02% 11
2023
Q2 		$2.06M Hold
17,863
– – 2.13% 8
2023
Q1 		$1.9M Hold
17,863
– – 2.2% 9
2022
Q4 		$1.98M Hold
17,863
– – 2.41% 11
2022
Q3 		$1.54M Buy
17,863
+175
+1% +$15.6K 1.84% 14
2022
Q2 		$1.61M Sell
17,688
-2,050
-10% -$182K 1.77% 16
2022
Q1 		$1.62M Buy
19,738
+1,100
+6% +$86.7K 1.35% 18
2021
Q4 		$1.43M Buy
+18,638
New +$1.48M 1.11% 21

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

Blodgett Wealth Advisors's MRK Position: Q1 2026 in Review

Blodgett Wealth Advisors increased its Merck (MRK) stake by 0.02% in Q1 2026, buying an estimated $231 and bringing the position to 9,333 shares worth $1.12M. The position accounts for 0.89% of the portfolio, ranked #21.

Blodgett Wealth Advisors first reported a position in MRK in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.28M in Q1 2024. 3,776 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Blodgett Wealth Advisors held 9,333 shares of Merck worth $1.12M as of Q1 2026.
  • Blodgett Wealth Advisors bought 2 Merck shares in Q1 2026, an estimated $231.
  • Merck made up 0.89% of Blodgett Wealth Advisors's portfolio in Q1 2026, its #21 holding.
  • Blodgett Wealth Advisors first reported a position in Merck in Q4 2021 and has held it in 18 quarters since.
  • Blodgett Wealth Advisors's Merck position peaked at $2.28M in Q1 2024.
  • 3,776 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Blodgett Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.