Chancellor Financial Group WB’s Merck MRK Stock Holding History

Chancellor Financial Group WB’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	$712K	Sell	5,919 -363	-6%	-$41.9K	0.5%	45
2025 Q4	$661K	Buy	6,282 +6	+0.1%	+$563	0.45%	47
2025 Q3	$527K	Buy	6,276 +358	+6%	+$29.5K	0.37%	53
2025 Q2	$469K	Buy	5,918 +1,374	+30%	+$109K	0.36%	55
2025 Q1	$408K	Sell	4,544 -1,095	-19%	-$102K	0.34%	62
2024 Q4	$561K	Buy	+5,639	New	+$581K	0.45%	46

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

Chancellor Financial Group WB's MRK Position: Q1 2026 in Review

Chancellor Financial Group WB reduced its Merck (MRK) stake by 5.8% in Q1 2026, selling an estimated $41.9K and leaving 5,919 shares worth $712K. The position accounts for 0.5% of the portfolio, ranked #45.

Chancellor Financial Group WB first reported a position in MRK in Q4 2024 and has held it in 6 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Chancellor Financial Group WB held 5,919 shares of Merck worth $712K as of Q1 2026.
Chancellor Financial Group WB sold 363 Merck shares in Q1 2026, an estimated $41.9K.
Merck made up 0.5% of Chancellor Financial Group WB's portfolio in Q1 2026, its #45 holding.
Chancellor Financial Group WB first reported a position in Merck in Q4 2024 and has held it in 6 quarters since.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Chancellor Financial Group WB's 13F filing for Q1 2026, filed 14 May 2026.