CWM
MRK icon

Circle Wealth Management’s Merck MRK Stock Holding History

Circle Wealth Management’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 		$30.9K Buy
+20,000
New +$2.31M ﹤0.01% 264
2020
Q1 		– Sell
-253,092
Closed -$22M – 209
2019
Q4 		$22M Buy
+253,092
New +$20.8M 3.8% 5

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

Circle Wealth Management's MRK Position: Q1 2026 in Review

Circle Wealth Management reduced its Merck (MRK) stake by 2.3% in Q1 2026, selling an estimated $472K and leaving 177,287 shares worth $21.3M. The position accounts for 0.3% of the portfolio, ranked #26.

Circle Wealth Management first reported a position in MRK in Q4 2016 and has held it in 38 quarters since. The position peaked at $35.3M in Q4 2019. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Circle Wealth Management held 177,287 shares of Merck worth $21.3M as of Q1 2026.
  • Circle Wealth Management sold 4,089 Merck shares in Q1 2026, an estimated $472K.
  • Merck made up 0.3% of Circle Wealth Management's portfolio in Q1 2026, its #26 holding.
  • Circle Wealth Management first reported a position in Merck in Q4 2016 and has held it in 38 quarters since.
  • Circle Wealth Management's Merck position peaked at $35.3M in Q4 2019.
  • 3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.