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CFM Wealth Partners’s Merck MRK Stock Holding History

CFM Wealth Partners’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 		$971K Sell
8,071
-100
-1% -$11.5K 0.15% 78
2025
Q4 		$860K Sell
8,171
-600
-7% -$56.3K 0.12% 82
2025
Q3 		$736K Sell
8,771
-1,687
-16% -$139K 0.11% 85
2025
Q2 		$828K Sell
10,458
-3,802
-27% -$302K 0.13% 80
2025
Q1 		$1.28M Sell
14,260
-3,699
-21% -$345K 0.23% 69
2024
Q4 		$1.79M Sell
17,959
-663
-4% -$68.4K 0.3% 60
2024
Q3 		$2.11M Sell
18,622
-854
-4% -$101K 0.37% 57
2024
Q2 		$2.41M Buy
19,476
+385
+2% +$49.6K 0.44% 52
2024
Q1 		$2.52M Sell
19,091
-195
-1% -$24K 0.51% 51
2023
Q4 		$2.1M Sell
19,286
-194
-1% -$20.1K 0.48% 55
2023
Q3 		$2.01M Buy
19,480
+93
+0.5% +$10K 0.53% 50
2023
Q2 		$2.24M Sell
19,387
-168
-0.9% -$19.1K 0.54% 50
2023
Q1 		$2.08M Buy
19,555
+701
+4% +$75.7K 0.56% 49
2022
Q4 		$2.09M Sell
18,854
-5
-0% -$511 0.63% 47
2022
Q3 		$1.62M Buy
18,859
+4,779
+34% +$427K 0.52% 52
2022
Q2 		$1.28M Buy
14,080
+472
+3% +$41.8K 0.39% 65
2022
Q1 		$1.12M Buy
13,608
+63
+0.5% +$4.97K 0.27% 76
2021
Q4 		$1.04M Buy
13,545
+1,597
+13% +$127K 0.23% 82
2021
Q3 		$897K Buy
11,948
+204
+2% +$15.5K 0.23% 86
2021
Q2 		$913K Sell
11,744
-477
-4% -$35.5K 0.24% 79
2021
Q1 		$899K Sell
12,221
-167
-1% -$12.3K 0.27% 80
2020
Q4 		$967K Sell
12,388
-540
-4% -$41.3K 0.31% 72
2020
Q3 		$1.02M Sell
12,928
-3,788
-23% -$297K 0.37% 56
2020
Q2 		$1.23M Buy
16,716
+4,441
+36% +$334K 0.47% 50
2020
Q1 		$901K Buy
12,275
+440
+4% +$34.6K 0.42% 52
2019
Q4 		$1.03M Buy
+11,835
New +$972K 0.38% 58

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

CFM Wealth Partners's MRK Position: Q1 2026 in Review

CFM Wealth Partners reduced its Merck (MRK) stake by 1.2% in Q1 2026, selling an estimated $11.5K and leaving 8,071 shares worth $971K. The position accounts for 0.15% of the portfolio, ranked #78.

CFM Wealth Partners first reported a position in MRK in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.52M in Q1 2024. 3,777 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • CFM Wealth Partners held 8,071 shares of Merck worth $971K as of Q1 2026.
  • CFM Wealth Partners sold 100 Merck shares in Q1 2026, an estimated $11.5K.
  • Merck made up 0.15% of CFM Wealth Partners's portfolio in Q1 2026, its #78 holding.
  • CFM Wealth Partners first reported a position in Merck in Q4 2019 and has held it in 26 quarters since.
  • CFM Wealth Partners's Merck position peaked at $2.52M in Q1 2024.
  • 3,777 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on CFM Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.