Capital Wealth Planning’s Merck MRK Stock Holding History

Capital Wealth Planning’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
2017 Q3	–	Sell	-49,151	Closed	-$1K	–	174
2017 Q2	$1K	Buy	+49,151	New	+$2.99M	﹤0.01%	115

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 $3.37T AUM 44.26% 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 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. 3,841 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.
3,841 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.