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Chung Wu Investment Group’s Merck MRK Stock Holding History

Chung Wu Investment Group’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 		$72.2K Hold
600
– – 0.06% 122
2025
Q4 		$63.2K Buy
600
+300
+100% +$28.2K 0.05% 127
2025
Q3 		$25.2K Sell
300
-273
-48% -$22.5K 0.02% 167
2025
Q2 		$45.4K Buy
+573
New +$45.5K 0.05% 132

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

Chung Wu Investment Group's MRK Position: Q1 2026 in Review

Chung Wu Investment Group held its Merck (MRK) position steady in Q1 2026 at 600 shares worth $72.2K. The position accounts for 0.06% of the portfolio, ranked #122.

Chung Wu Investment Group first reported a position in MRK in Q2 2025 and has held it in 4 quarters since. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Chung Wu Investment Group held 600 shares of Merck worth $72.2K as of Q1 2026.
  • Chung Wu Investment Group left its Merck share count unchanged in Q1 2026.
  • Merck made up 0.06% of Chung Wu Investment Group's portfolio in Q1 2026, its #122 holding.
  • Chung Wu Investment Group first reported a position in Merck in Q2 2025 and has held it in 4 quarters since.
  • 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Chung Wu Investment Group's 13F filing for Q1 2026, filed 12 May 2026.