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Buck Wealth Strategies’s Merck MRK Stock Holding History

Buck Wealth Strategies’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 		$13.2M Sell
110,123
-25,269
-19% -$2.92M 1.64% 22
2025
Q4 		$14.3M Buy
135,392
+6,431
+5% +$604K 1.81% 16
2025
Q3 		$10.8M Buy
128,961
+4,358
+3% +$359K 1.48% 25
2025
Q2 		$9.86M Buy
124,603
+30,130
+32% +$2.39M 1.5% 28
2025
Q1 		$8.48M Buy
94,473
+4,986
+6% +$466K 1.54% 31
2024
Q4 		$8.9M Buy
89,487
+36,715
+70% +$3.79M 1.85% 27
2024
Q3 		$5.99M Sell
52,772
-7,081
-12% -$841K 1.89% 33
2024
Q2 		$7.41M Sell
59,853
-9,242
-13% -$1.19M 2.19% 19
2024
Q1 		$9.12M Sell
69,095
-5,007
-7% -$617K 3.13% 6
2023
Q4 		$8.08M Buy
74,102
+17,676
+31% +$1.83M 2.99% 6
2023
Q3 		$5.81M Buy
56,426
+5,339
+10% +$575K 2.34% 14
2023
Q2 		$5.89M Buy
51,087
+3,132
+7% +$356K 2.56% 11
2023
Q1 		$5.1M Buy
+47,955
New +$5.18M 2.49% 17
2022
Q3 		$5.33M Buy
+51,788
New +$4.62M 2.49% 14

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

Buck Wealth Strategies's MRK Position: Q1 2026 in Review

Buck Wealth Strategies reduced its Merck (MRK) stake by 19% in Q1 2026, selling an estimated $2.92M and leaving 110,123 shares worth $13.2M. The position accounts for 1.64% of the portfolio, ranked #22.

Buck Wealth Strategies first reported a position in MRK in Q3 2022 and has held it in 14 quarters since. The position peaked at $14.3M in Q4 2025. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Buck Wealth Strategies held 110,123 shares of Merck worth $13.2M as of Q1 2026.
  • Buck Wealth Strategies sold 25,269 Merck shares in Q1 2026, an estimated $2.92M.
  • Merck made up 1.64% of Buck Wealth Strategies's portfolio in Q1 2026, its #22 holding.
  • Buck Wealth Strategies first reported a position in Merck in Q3 2022 and has held it in 14 quarters since.
  • Buck Wealth Strategies's Merck position peaked at $14.3M in Q4 2025.
  • 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Buck Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.