Capital & Planning LLC’s Merck MRK Stock Holding History

Capital & Planning LLC’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	–	Sell	-220	Closed	-$26.5K	–	108
2026 Q1	$26.5K	Buy	+220	New	+$25.4K	0.02%	70
2025 Q1	–	Sell	-200	Closed	-$19.9K	–	119
2024 Q4	$19.9K	Buy	+200	New	+$20.6K	0.01%	71

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital & Planning LLC's MRK Position: Q2 2026 in Review

Capital & Planning LLC sold out of Merck (MRK) in Q2 2026, closing a stake of 220 shares — an estimated $26.5K sold.

Capital & Planning LLC first reported a position in MRK in Q4 2024 and held it in 2 quarters. The position peaked at $26.5K in Q1 2026. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Capital & Planning LLC reported no remaining Merck position as of Q2 2026 after selling out during the quarter.
Capital & Planning LLC sold 220 Merck shares in Q2 2026, an estimated $26.5K.
Capital & Planning LLC first reported a position in Merck in Q4 2024 and held it in 2 quarters.
Capital & Planning LLC's Merck position peaked at $26.5K in Q1 2026.
3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.