Carson Wealth (CWM LLC)’s Merck MRK Stock Holding History

Carson Wealth (CWM LLC)’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
2014 Q1	–	Sell	-123	Closed	-$20K	–	365
2013 Q4	$20K	Buy	+123	New	+$5.62K	﹤0.01%	368

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

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.