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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Wealth Planning's MRK Position: Q1 2026 in Review

Capital Wealth Planning reduced its Merck (MRK) stake by 9.7% in Q1 2026, selling an estimated $56.3M and leaving 4,516,730 shares worth $543M. The position accounts for 3% of the portfolio, ranked #17.

Capital Wealth Planning first reported a position in MRK in Q3 2013 and has held it in 49 quarters since. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Capital Wealth Planning held 4,516,730 shares of Merck worth $543M as of Q1 2026.
Capital Wealth Planning sold 487,467 Merck shares in Q1 2026, an estimated $56.3M.
Merck made up 3% of Capital Wealth Planning's portfolio in Q1 2026, its #17 holding.
Capital Wealth Planning first reported a position in Merck in Q3 2013 and has held it in 49 quarters since.
3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Capital Wealth Planning's 13F filing for Q1 2026, filed 15 May 2026.