CWM
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Concentrum Wealth Management’s Merck MRK Stock Holding History

Concentrum 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 		$467K Buy
+3,880
New +$448K 0.14% 67

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

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

Concentrum Wealth Management opened a new position in Merck (MRK) in Q1 2026: 3,880 shares worth $467K. The stake represents 0.14% of the portfolio and ranks #67 among its holdings.

3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Concentrum Wealth Management held 3,880 shares of Merck worth $467K as of Q1 2026.
  • Merck was a new Concentrum Wealth Management position in Q1 2026.
  • Merck made up 0.14% of Concentrum Wealth Management's portfolio in Q1 2026, its #67 holding.
  • 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Concentrum Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.