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Center for Wealth Management Advisory’s Merck MRK Stock Holding History

Center for Wealth Management Advisory’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 		$2.08M Buy
17,304
+196
+1% +$22.6K 1.5% 14
2025
Q4 		$1.8M Buy
+17,108
New +$1.61M 1.33% 18

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

Center for Wealth Management Advisory's MRK Position: Q1 2026 in Review

Center for Wealth Management Advisory increased its Merck (MRK) stake by 1.1% in Q1 2026, buying an estimated $22.6K and bringing the position to 17,304 shares worth $2.08M. The position accounts for 1.5% of the portfolio, ranked #14.

Center for Wealth Management Advisory first reported a position in MRK in Q4 2025 and has held it in 2 quarters since. 3,777 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Center for Wealth Management Advisory held 17,304 shares of Merck worth $2.08M as of Q1 2026.
  • Center for Wealth Management Advisory bought 196 Merck shares in Q1 2026, an estimated $22.6K.
  • Merck made up 1.5% of Center for Wealth Management Advisory's portfolio in Q1 2026, its #14 holding.
  • Center for Wealth Management Advisory first reported a position in Merck in Q4 2025 and has held it in 2 quarters since.
  • 3,777 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.