CWM
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Cabot Wealth Management’s Merck MRK Stock Holding History

Cabot 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
Q2 		$289K Buy
2,250
+237
+12% +$27.7K 0.03% 126
2026
Q1 		$242K Buy
+2,013
New +$232K 0.03% 128
2024
Q4 		– Sell
-2,024
Closed -$230K – 131
2024
Q3 		$230K Buy
2,024
+45
+2% +$5.35K 0.03% 125
2024
Q2 		$245K Sell
1,979
-87
-4% -$11.2K 0.03% 127
2024
Q1 		$273K Buy
2,066
+14
+0.7% +$1.73K 0.04% 130
2023
Q4 		$224K Buy
2,052
+57
+3% +$5.92K 0.03% 135
2023
Q3 		$205K Buy
1,995
+35
+2% +$3.77K 0.03% 139
2023
Q2 		$226K Hold
1,960
– – 0.03% 135
2023
Q1 		$209K Hold
1,960
– – 0.03% 136
2022
Q4 		$217K Buy
+1,960
New +$200K 0.04% 140
2021
Q1 		– Sell
-3,226
Closed -$252K – 162
2020
Q4 		$252K Buy
3,226
+98
+3% +$7.5K 0.04% 131
2020
Q3 		$248K Buy
3,128
+75
+2% +$5.88K 0.05% 125
2020
Q2 		$225K Buy
+3,053
New +$230K 0.04% 125
2020
Q1 		– Sell
-2,658
Closed -$231K – 128
2019
Q4 		$231K Hold
2,658
– – 0.04% 121
2019
Q3 		$213K Hold
2,658
– – 0.05% 125
2019
Q2 		$213K Hold
2,658
– – 0.04% 125
2019
Q1 		$211K Sell
2,658
-696
-21% -$52.1K 0.05% 126
2018
Q4 		$245K Hold
3,354
– – 0.06% 115
2018
Q3 		$227K Buy
+3,354
New +$214K 0.05% 115

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cabot Wealth Management's MRK Position: Q2 2026 in Review

Cabot Wealth Management increased its Merck (MRK) stake by 12% in Q2 2026, buying an estimated $27.7K and bringing the position to 2,250 shares worth $289K. The position accounts for 0.03% of the portfolio, ranked #126.

Cabot Wealth Management first reported a position in MRK in Q3 2018 and has held it in 19 quarters since. 3,819 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Cabot Wealth Management held 2,250 shares of Merck worth $289K as of Q2 2026.
  • Cabot Wealth Management bought 237 Merck shares in Q2 2026, an estimated $27.7K.
  • Merck made up 0.03% of Cabot Wealth Management's portfolio in Q2 2026, its #126 holding.
  • Cabot Wealth Management first reported a position in Merck in Q3 2018 and has held it in 19 quarters since.
  • 3,819 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Cabot Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.