CWM
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Cahaba Wealth Management’s Merck MRK Stock Holding History

Cahaba 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
Q1 		$274K Sell
2,280
-121
-5% -$14K 0.02% 125
2025
Q4 		$253K Sell
2,401
-554
-19% -$52K 0.02% 131
2025
Q3 		$248K Buy
2,955
+158
+6% +$13K 0.02% 135
2025
Q2 		$221K Sell
2,797
-352
-11% -$28K 0.02% 148
2025
Q1 		$283K Buy
3,149
+119
+4% +$11.1K 0.02% 118
2024
Q4 		$301K Sell
3,030
-26
-0.9% -$2.68K 0.02% 115
2024
Q3 		$347K Sell
3,056
-126
-4% -$15K 0.03% 109
2024
Q2 		$394K Sell
3,182
-274
-8% -$35.3K 0.03% 99
2024
Q1 		$456K Buy
3,456
+7
+0.2% +$863 0.04% 91
2023
Q4 		$376K Buy
3,449
+456
+15% +$47.3K 0.04% 93
2023
Q3 		$308K Sell
2,993
-386
-11% -$41.6K 0.03% 105
2023
Q2 		$390K Sell
3,379
-44
-1% -$5K 0.04% 91
2023
Q1 		$364K Sell
3,423
-38
-1% -$4.1K 0.04% 96
2022
Q4 		$384K Sell
3,461
-24
-0.7% -$2.45K 0.05% 92
2022
Q3 		$300K Sell
3,485
-13
-0.4% -$1.16K 0.04% 103
2022
Q2 		$318K Buy
3,498
+625
+22% +$55.4K 0.05% 103
2022
Q1 		$254K Buy
2,873
+194
+7% +$15.3K 0.03% 125
2021
Q4 		$205K Buy
+2,679
New +$213K 0.03% 139

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

Cahaba Wealth Management's MRK Position: Q1 2026 in Review

Cahaba Wealth Management reduced its Merck (MRK) stake by 5% in Q1 2026, selling an estimated $14K and leaving 2,280 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #125.

Cahaba Wealth Management first reported a position in MRK in Q4 2021 and has held it in 18 quarters since. The position peaked at $456K in Q1 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Cahaba Wealth Management held 2,280 shares of Merck worth $274K as of Q1 2026.
  • Cahaba Wealth Management sold 121 Merck shares in Q1 2026, an estimated $14K.
  • Merck made up 0.02% of Cahaba Wealth Management's portfolio in Q1 2026, its #125 holding.
  • Cahaba Wealth Management first reported a position in Merck in Q4 2021 and has held it in 18 quarters since.
  • Cahaba Wealth Management's Merck position peaked at $456K in Q1 2024.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Cahaba Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.