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Capstone Wealth Management Group (Pennsylvania)’s Merck MRK Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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 		$360K Buy
+2,800
New +$328K 0.13% 76
2025
Q3 		– Sell
-2,746
Closed -$217K – 79
2025
Q2 		$217K Buy
+2,746
New +$218K 0.21% 52
2025
Q1 		– Sell
-3,490
Closed -$347K – 74
2024
Q4 		$347K Sell
3,490
-924
-21% -$95.3K 0.19% 63
2024
Q3 		$501K Sell
4,414
-1,478
-25% -$176K 0.3% 53
2024
Q2 		$729K Buy
5,892
+1,416
+32% +$182K 0.48% 45
2024
Q1 		$591K Buy
4,476
+23
+0.5% +$2.83K 0.42% 50
2023
Q4 		$485K Buy
4,453
+800
+22% +$83K 0.46% 42
2023
Q3 		$376K Buy
3,653
+21
+0.6% +$2.26K 0.39% 42
2023
Q2 		$419K Buy
3,632
+19
+0.5% +$2.16K 0.43% 41
2023
Q1 		$384K Sell
3,613
-132
-4% -$14.3K 0.43% 41
2022
Q4 		$415K Buy
3,745
+412
+12% +$42.1K 0.45% 42
2022
Q3 		$287K Sell
3,333
-961
-22% -$85.8K 0.37% 48
2022
Q2 		$391K Buy
4,294
+280
+7% +$24.8K 0.47% 42
2022
Q1 		$329K Buy
4,014
+31
+0.8% +$2.44K 0.33% 50
2021
Q4 		$305K Buy
+3,983
New +$317K 0.25% 64

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

Capstone Wealth Management Group (Pennsylvania)'s MRK Position: Q2 2026 in Review

Capstone Wealth Management Group (Pennsylvania) opened a new position in Merck (MRK) in Q2 2026: 2,800 shares worth $360K. The stake represents 0.13% of the portfolio and ranks #76 among its holdings. This is a return to the name: Capstone Wealth Management Group (Pennsylvania) previously reported a position in MRK as recently as Q2 2025.

Capstone Wealth Management Group (Pennsylvania) first reported a position in MRK in Q4 2021 and has held it in 15 quarters since. The position peaked at $729K in Q2 2024. 3,844 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Capstone Wealth Management Group (Pennsylvania) held 2,800 shares of Merck worth $360K as of Q2 2026.
  • Merck was a new Capstone Wealth Management Group (Pennsylvania) position in Q2 2026.
  • Merck made up 0.13% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q2 2026, its #76 holding.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in Merck in Q4 2021 and has held it in 15 quarters since.
  • Capstone Wealth Management Group (Pennsylvania)'s Merck position peaked at $729K in Q2 2024.
  • 3,844 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2026, filed 30 Jul 2026.