Carson Wealth (CWM LLC)’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $122M | Sell |
1,010,525
-6,498
| -0.6% | -$750K | 0.32% | 63 |
|
|
2025
Q4 | $107M | Buy |
1,017,023
+61,957
| +6% | +$5.82M | 0.29% | 66 |
|
|
2025
Q3 | $80.2M | Buy |
955,066
+183,089
| +24% | +$15.1M | 0.24% | 82 |
|
|
2025
Q2 | $61.1M | Buy |
771,977
+140,163
| +22% | +$11.1M | 0.22% | 96 |
|
|
2025
Q1 | $56.7M | Buy |
631,814
+21,544
| +4% | +$2.01M | 0.23% | 94 |
|
|
2024
Q4 | $60.7M | Buy |
610,270
+75,687
| +14% | +$7.8M | 0.25% | 80 |
|
|
2024
Q3 | $60.7M | Buy |
534,583
+12,094
| +2% | +$1.44M | 0.26% | 72 |
|
|
2024
Q2 | $64.7M | Buy |
522,489
+6,257
| +1% | +$806K | 0.3% | 59 |
|
|
2024
Q1 | $68.1M | Buy |
516,232
+600
| +0.1% | +$74K | 0.33% | 57 |
|
|
2023
Q4 | $56.2M | Buy |
515,632
+6,969
| +1% | +$723K | 0.3% | 61 |
|
|
2023
Q3 | $52.4M | Buy |
508,663
+2,277
| +0.4% | +$245K | 0.32% | 64 |
|
|
2023
Q2 | $58.4M | Buy |
506,386
+6,784
| +1% | +$770K | 0.36% | 50 |
|
|
2023
Q1 | $53.2M | Sell |
499,602
-11,524
| -2% | -$1.24M | 0.36% | 51 |
|
|
2022
Q4 | $56.7M | Buy |
511,126
+14,074
| +3% | +$1.44M | 0.42% | 49 |
|
|
2022
Q3 | $42.8M | Buy |
497,052
+14,514
| +3% | +$1.3M | 0.34% | 56 |
|
|
2022
Q2 | $44M | Buy |
482,538
+17,375
| +4% | +$1.54M | 0.34% | 60 |
|
|
2022
Q1 | $38.2M | Buy |
465,163
+64,881
| +16% | +$5.12M | 0.27% | 63 |
|
|
2021
Q4 | $30.7M | Buy |
+400,282
| New | +$31.9M | 0.22% | 90 |
|
|
2021
Q2 | $29.4M | Sell |
378,327
-18,160
| -5% | -$1.35M | 0.23% | 79 |
|
|
2021
Q1 | $29.4M | Hold |
396,487
| – | – | 0.23% | 79 |
|
|
2020
Q4 | $29.4M | Hold |
396,487
| – | – | 0.23% | 79 |
|
|
2020
Q3 | $29.4M | Hold |
396,487
| – | – | 0.23% | 79 |
|
|
2020
Q2 | $29.4M | Hold |
396,487
| – | – | 0.23% | 79 |
|
|
2020
Q1 | $29.4M | Hold |
396,487
| – | – | 0.23% | 79 |
|
|
2019
Q4 | $29.4M | Hold |
396,487
| – | – | 0.23% | 79 |
|
|
2019
Q3 | $29.4M | Hold |
396,487
| – | – | 0.23% | 79 |
|
|
2019
Q2 | $29.4M | Hold |
396,487
| – | – | 0.23% | 79 |
|
|
2019
Q1 | $29.4M | Buy |
396,487
+365,709
| +1,188% | +$27.4M | 0.23% | 79 |
|
|
2018
Q4 | $2.24M | Buy |
30,778
+609
| +2% | +$43K | 0.06% | 272 |
|
|
2018
Q3 | $2.04M | Buy |
30,169
+9,854
| +49% | +$628K | 0.05% | 252 |
|
|
2018
Q2 | $1.18M | Sell |
20,315
-645
| -3% | -$36.4K | 0.04% | 260 |
|
|
2018
Q1 | $1.09M | Sell |
20,960
-80,699
| -79% | -$4.36M | 0.04% | 221 |
|
|
2017
Q4 | $5.46M | Buy |
101,659
+8,087
| +9% | +$448K | 0.24% | 80 |
|
|
2017
Q3 | $5.72M | Sell |
93,572
-7,622
| -8% | -$462K | 0.27% | 72 |
|
|
2017
Q2 | $6.19M | Sell |
101,194
-8,742
| -8% | -$532K | 0.32% | 60 |
|
|
2017
Q1 | $6.67M | Sell |
109,936
-84,359
| -43% | -$5.12M | 0.38% | 56 |
|
|
2016
Q4 | $10.9M | Sell |
194,295
-14,663
| -7% | -$858K | 0.67% | 43 |
|
|
2016
Q3 | $12.4M | Sell |
208,958
-19,850
| -9% | -$1.16M | 0.86% | 36 |
|
|
2016
Q2 | $12.6M | Sell |
228,808
-92,730
| -29% | -$4.94M | 0.92% | 37 |
|
|
2016
Q1 | $16.2M | Sell |
321,538
-23,979
| -7% | -$1.17M | 1.43% | 10 |
|
|
2015
Q4 | $17.4M | Sell |
345,517
-24,381
| -7% | -$1.23M | 1.7% | 5 |
|
|
2015
Q3 | $17.4M | Buy |
369,898
+13,501
| +4% | +$717K | 1.76% | 5 |
|
|
2015
Q2 | $19.4M | Buy |
356,397
+8,080
| +2% | +$453K | 1.86% | 4 |
|
|
2015
Q1 | $19.1M | Sell |
348,317
-28,585
| -8% | -$1.62M | 1.93% | 4 |
|
|
2014
Q4 | $20.4M | Buy |
376,902
+30,451
| +9% | +$1.7M | 2.48% | 2 |
|
|
2014
Q3 | $19.6M | Buy |
346,451
+92,811
| +37% | +$5.21M | 2.85% | 2 |
|
|
2014
Q2 | $14M | Buy |
253,640
+50,116
| +25% | +$2.73M | 2.51% | 3 |
|
|
2014
Q1 | $11M | Buy |
203,524
+152,346
| +298% | +$7.89M | 1.5% | 14 |
|
|
2013
Q4 | $2.44M | Buy |
51,178
+32,654
| +176% | +$1.49M | 0.38% | 56 |
|
|
2013
Q3 | $842K | Buy |
+18,524
| New | +$846K | 0.22% | 60 |
|
Other funds holding MRK
VCM
VPM
Carson Wealth (CWM LLC)'s MRK Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Merck (MRK) stake by 0.64% in Q1 2026, selling an estimated $750K and leaving 1,010,525 shares worth $122M. The position accounts for 0.32% of the portfolio, ranked #63.
Carson Wealth (CWM LLC) first reported a position in MRK in Q3 2013 and has held it in 50 quarters since. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.
- Carson Wealth (CWM LLC) held 1,010,525 shares of Merck worth $122M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 6,498 Merck shares in Q1 2026, an estimated $750K.
- Merck made up 0.32% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #63 holding.
- Carson Wealth (CWM LLC) first reported a position in Merck in Q3 2013 and has held it in 50 quarters since.
- 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.