BlueChip Wealth Advisors’s Merck MRK Stock Holding History

BlueChip 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	$301K	Hold	2,500	–	–	0.13%	115
2025 Q4	$263K	Sell	2,500 -275	-10%	-$25.8K	0.11%	137
2025 Q3	$233K	Sell	2,775 -41	-1%	-$3.38K	0.1%	142
2025 Q2	$223K	Buy	2,816 +21	+0.8%	+$1.67K	0.1%	158
2025 Q1	$251K	Hold	2,795	–	–	0.12%	132
2024 Q4	$278K	Sell	2,795 -150	-5%	-$15.5K	0.15%	108
2024 Q3	$334K	Hold	2,945	–	–	0.18%	109
2024 Q2	$365K	Buy	2,945 +150	+5%	+$19.3K	0.21%	91
2024 Q1	$369K	Hold	2,795	–	–	0.24%	83
2023 Q4	$305K	Buy	+2,795	New	+$290K	0.21%	87

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

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

BlueChip Wealth Advisors held its Merck (MRK) position steady in Q1 2026 at 2,500 shares worth $301K. The position accounts for 0.13% of the portfolio, ranked #115.

BlueChip Wealth Advisors first reported a position in MRK in Q4 2023 and has held it in 10 quarters since. The position peaked at $369K in Q1 2024. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

BlueChip Wealth Advisors held 2,500 shares of Merck worth $301K as of Q1 2026.
BlueChip Wealth Advisors left its Merck share count unchanged in Q1 2026.
Merck made up 0.13% of BlueChip Wealth Advisors's portfolio in Q1 2026, its #115 holding.
BlueChip Wealth Advisors first reported a position in Merck in Q4 2023 and has held it in 10 quarters since.
BlueChip Wealth Advisors's Merck position peaked at $369K in Q1 2024.
3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.