CWP
MRK icon

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
Q2 		$1.04M Hold
8,071
– – 0.13% 80
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CFM Wealth Partners's MRK Position: Q2 2026 in Review

CFM Wealth Partners held its Merck (MRK) position steady in Q2 2026 at 8,071 shares worth $1.04M. The position accounts for 0.13% of the portfolio, ranked #80.

CFM Wealth Partners first reported a position in MRK in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.52M in Q1 2024. 3,834 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • CFM Wealth Partners held 8,071 shares of Merck worth $1.04M as of Q2 2026.
  • CFM Wealth Partners left its Merck share count unchanged in Q2 2026.
  • Merck made up 0.13% of CFM Wealth Partners's portfolio in Q2 2026, its #80 holding.
  • CFM Wealth Partners first reported a position in Merck in Q4 2019 and has held it in 27 quarters since.
  • CFM Wealth Partners's Merck position peaked at $2.52M in Q1 2024.
  • 3,834 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.