CM Wealth Advisors’s Merck MRK Stock Holding History

CM Wealth Advisors’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	$334K	Buy	2,585 +611	+31%	+$71.5K	0.06%	133
2026 Q1	$239K	Buy	+1,974	New	+$228K	0.05%	128

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CM Wealth Advisors's MRK Position: Q2 2026 in Review

CM Wealth Advisors increased its Merck (MRK) stake by 31% in Q2 2026, buying an estimated $71.5K and bringing the position to 2,585 shares worth $334K. The position accounts for 0.06% of the portfolio, ranked #133.

CM Wealth Advisors first reported a position in MRK in Q1 2026 and has held it in 2 quarters since. 3,819 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

CM Wealth Advisors held 2,585 shares of Merck worth $334K as of Q2 2026.
CM Wealth Advisors bought 611 Merck shares in Q2 2026, an estimated $71.5K.
Merck made up 0.06% of CM Wealth Advisors's portfolio in Q2 2026, its #133 holding.
CM Wealth Advisors first reported a position in Merck in Q1 2026 and has held it in 2 quarters since.
3,819 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.