Capital Wealth Planning’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $605M | Buy |
4,708,599
+191,869
| +4% | +$22.5M | 3.02% | 13 |
|
|
2026
Q1 | $543M | Sell |
4,516,730
-487,467
| -10% | -$56.3M | 3% | 17 |
|
|
2025
Q4 | $529M | Buy |
5,004,197
+1,812,755
| +57% | +$170M | 3.43% | 15 |
|
|
2025
Q3 | $268M | Buy |
3,191,442
+1,604,656
| +101% | +$132M | 1.89% | 22 |
|
|
2025
Q2 | $126M | Buy |
1,586,786
+1,582,939
| +41,147% | +$126M | 0.99% | 25 |
|
|
2025
Q1 | $345K | Sell |
3,847
-2,056,814
| -100% | -$192M | ﹤0.01% | 121 |
|
|
2024
Q4 | $205M | Sell |
2,060,661
-1,023,662
| -33% | -$106M | 1.9% | 23 |
|
|
2024
Q3 | $350M | Buy |
3,084,323
+114,890
| +4% | +$13.6M | 3.27% | 15 |
|
|
2024
Q2 | $368M | Buy |
2,969,433
+701,481
| +31% | +$90.4M | 3.85% | 13 |
|
|
2024
Q1 | $299M | Sell |
2,267,952
-245,543
| -10% | -$30.3M | 3.2% | 14 |
|
|
2023
Q4 | $274M | Sell |
2,513,495
-932,081
| -27% | -$96.8M | 3.14% | 14 |
|
|
2023
Q3 | $355M | Sell |
3,445,576
-35,904
| -1% | -$3.87M | 4.36% | 11 |
|
|
2023
Q2 | $402M | Buy |
3,481,480
+1,285,693
| +59% | +$146M | 4.96% | 9 |
|
|
2023
Q1 | $284M | Sell |
2,195,787
-1,332,686
| -38% | -$144M | 3.84% | 14 |
|
|
2022
Q4 | $391M | Buy |
3,528,473
+289,305
| +9% | +$29.6M | 5.72% | 3 |
|
|
2022
Q3 | $279M | Buy |
3,239,168
+710,813
| +28% | +$63.5M | 5.09% | 7 |
|
|
2022
Q2 | $231M | Buy |
2,528,355
+1,242,586
| +97% | +$110M | 4.51% | 12 |
|
|
2022
Q1 | $105M | Buy |
1,285,769
+1,278,331
| +17,186% | +$101M | 2.13% | 22 |
|
|
2021
Q4 | $570K | Sell |
7,438
-7,557
| -50% | -$602K | 0.01% | 63 |
|
|
2021
Q3 | $1.13M | Sell |
14,995
-1,837
| -11% | -$140K | 0.03% | 44 |
|
|
2021
Q2 | $1.31M | Sell |
16,832
-539
| -3% | -$40.1K | 0.04% | 45 |
|
|
2021
Q1 | $1.28M | Sell |
17,371
-848
| -5% | -$62.6K | 0.04% | 47 |
|
|
2020
Q4 | $1.41M | Sell |
18,219
-740,383
| -98% | -$56.6M | 0.05% | 45 |
|
|
2020
Q3 | $60M | Buy |
758,602
+48,082
| +7% | +$3.77M | 2.97% | 16 |
|
|
2020
Q2 | $52.4M | Sell |
710,520
-234,727
| -25% | -$17.7M | 2.99% | 15 |
|
|
2020
Q1 | $69.4M | Buy |
945,247
+61,201
| +7% | +$4.81M | 4.37% | 7 |
|
|
2019
Q4 | $76.7M | Buy |
884,046
+343,594
| +64% | +$28.2M | 4.53% | 6 |
|
|
2019
Q3 | $42.6M | Sell |
540,452
-197,978
| -27% | -$15.9M | 2.7% | 17 |
|
|
2019
Q2 | $59.1M | Buy |
738,430
+698,989
| +1,772% | +$53.5M | 4.28% | 8 |
|
|
2019
Q1 | $3.13M | Buy |
39,441
+31,581
| +402% | +$2.36M | 2.05% | 12 |
|
|
2018
Q4 | $573K | Hold |
7,860
| – | – | 0.38% | 39 |
|
|
2018
Q3 | $532K | Hold |
7,860
| – | – | 0.36% | 41 |
|
|
2018
Q2 | $455K | Hold |
7,860
| – | – | 0.32% | 45 |
|
|
2018
Q1 | $409K | Buy |
+7,860
| New | +$425K | 0.28% | 47 |
|
|
2017
Q4 | – | Sell |
-8,384
| Closed | -$512K | – | 143 |
|
|
2017
Q3 | $512K | Sell |
8,384
-413,303
| -98% | -$25.1M | 0.4% | 41 |
|
|
2017
Q2 | $25.8M | Buy |
421,687
+413,303
| +4,930% | +$25.2M | 4.13% | 11 |
|
|
2017
Q1 | $508K | Hold |
8,384
| – | – | 0.43% | 33 |
|
|
2016
Q4 | $471K | Hold |
8,384
| – | – | 0.42% | 34 |
|
|
2016
Q3 | $499K | Hold |
8,384
| – | – | 0.39% | 36 |
|
|
2016
Q2 | $464K | Hold |
8,384
| – | – | 0.35% | 49 |
|
|
2016
Q1 | $423K | Hold |
8,384
| – | – | 0.3% | 49 |
|
|
2015
Q4 | $423K | Hold |
8,384
| – | – | 0.39% | 52 |
|
|
2015
Q3 | $395K | Hold |
8,384
| – | – | 0.31% | 57 |
|
|
2015
Q2 | $455K | Sell |
8,384
-4,192
| -33% | -$235K | 0.27% | 64 |
|
|
2015
Q1 | $690K | Sell |
12,576
-262
| -2% | -$14.8K | 0.36% | 59 |
|
|
2014
Q4 | $695K | Hold |
12,838
| – | – | 0.32% | 63 |
|
|
2014
Q3 | $726K | Hold |
12,838
| – | – | 0.29% | 63 |
|
|
2014
Q2 | $709K | Hold |
12,838
| – | – | 0.26% | 68 |
|
|
2014
Q1 | $695K | Buy |
+12,838
| New | +$665K | 0.3% | 58 |
|
|
2013
Q4 | – | Sell |
-8,384
| Closed | -$381K | – | 111 |
|
|
2013
Q3 | $381K | Buy |
+8,384
| New | +$383K | 0.17% | 89 |
|
Other funds holding MRK
Capital Wealth Planning's MRK Position: Q2 2026 in Review
Capital Wealth Planning increased its Merck (MRK) stake by 4.2% in Q2 2026, buying an estimated $22.5M and bringing the position to 4,708,599 shares worth $605M. The position accounts for 3.02% of the portfolio, ranked #13.
Capital Wealth Planning first reported a position in MRK in Q3 2013 and has held it in 50 quarters since. 3,824 funds tracked by Wall St. Rank hold MRK as of Q2 2026.
- Capital Wealth Planning held 4,708,599 shares of Merck worth $605M as of Q2 2026.
- Capital Wealth Planning bought 191,869 Merck shares in Q2 2026, an estimated $22.5M.
- Merck made up 3.02% of Capital Wealth Planning's portfolio in Q2 2026, its #13 holding.
- Capital Wealth Planning first reported a position in Merck in Q3 2013 and has held it in 50 quarters since.
- 3,824 funds tracked by Wall St. Rank held Merck as of Q2 2026.
Based on Capital Wealth Planning's 13F filing for Q2 2026, filed 14 Aug 2026.