CPL
MRK icon

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
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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Capital & Planning LLC's MRK Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Merck (MRK) in Q1 2026: 220 shares worth $26.5K. The stake represents 0.02% of the portfolio and ranks #70 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in MRK as recently as Q4 2024.

Capital & Planning LLC first reported a position in MRK in Q4 2024 and has held it in 2 quarters since. 3,796 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Capital & Planning LLC held 220 shares of Merck worth $26.5K as of Q1 2026.
  • Merck was a new Capital & Planning LLC position in Q1 2026.
  • Merck made up 0.02% of Capital & Planning LLC's portfolio in Q1 2026, its #70 holding.
  • Capital & Planning LLC first reported a position in Merck in Q4 2024 and has held it in 2 quarters since.
  • 3,796 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.