CHWM
MRK icon

Cauble & Harre Wealth Management’s Merck MRK Stock Holding History

Cauble & Harre Wealth Management’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
Q1 		$367K Hold
3,262
– – 0.29% 57
2025
Q4 		$346K Buy
+3,262
New +$306K 0.29% 55

Other funds holding MRK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cauble & Harre Wealth Management's MRK Position: Q1 2026 in Review

Cauble & Harre Wealth Management held its Merck (MRK) position steady in Q1 2026 at 3,262 shares worth $367K. The position accounts for 0.29% of the portfolio, ranked #57.

Cauble & Harre Wealth Management first reported a position in MRK in Q4 2025 and has held it in 2 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Cauble & Harre Wealth Management held 3,262 shares of Merck worth $367K as of Q1 2026.
  • Cauble & Harre Wealth Management left its Merck share count unchanged in Q1 2026.
  • Merck made up 0.29% of Cauble & Harre Wealth Management's portfolio in Q1 2026, its #57 holding.
  • Cauble & Harre Wealth Management first reported a position in Merck in Q4 2025 and has held it in 2 quarters since.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Cauble & Harre Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.