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Burling Wealth Partners’s Merck MRK Stock Holding History

Burling Wealth Partners’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 		$3.24M Sell
26,963
-1,950
-7% -$225K 0.52% 52
2025
Q4 		$3.04M Sell
28,913
-1,573
-5% -$148K 0.47% 54
2025
Q3 		$2.56M Sell
30,486
-9,333
-23% -$769K 0.42% 64
2025
Q2 		$3.15M Sell
39,819
-6,233
-14% -$495K 0.58% 52
2025
Q1 		$4.13M Sell
46,052
-10,328
-18% -$964K 0.87% 34
2024
Q4 		$5.61M Buy
+56,380
New +$5.81M 1.14% 26

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

Burling Wealth Partners's MRK Position: Q1 2026 in Review

Burling Wealth Partners reduced its Merck (MRK) stake by 6.7% in Q1 2026, selling an estimated $225K and leaving 26,963 shares worth $3.24M. The position accounts for 0.52% of the portfolio, ranked #52.

Burling Wealth Partners first reported a position in MRK in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.61M in Q4 2024. 3,777 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Burling Wealth Partners held 26,963 shares of Merck worth $3.24M as of Q1 2026.
  • Burling Wealth Partners sold 1,950 Merck shares in Q1 2026, an estimated $225K.
  • Merck made up 0.52% of Burling Wealth Partners's portfolio in Q1 2026, its #52 holding.
  • Burling Wealth Partners first reported a position in Merck in Q4 2024 and has held it in 6 quarters since.
  • Burling Wealth Partners's Merck position peaked at $5.61M in Q4 2024.
  • 3,777 funds tracked by Wall St. Rank held Merck as of Q1 2026.

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