CWM
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Cordatus Wealth Management’s Merck MRK Stock Holding History

Cordatus 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 		$3.62M Sell
30,072
-2,651
-8% -$306K 0.86% 34
2025
Q4 		$3.44M Sell
32,723
-436
-1% -$40.9K 0.8% 35
2025
Q3 		$2.78M Buy
33,159
+15,872
+92% +$1.31M 0.66% 45
2025
Q2 		$1.37M Sell
17,287
-9,760
-36% -$776K 0.34% 76
2025
Q1 		$2.43M Buy
27,047
+6,189
+30% +$578K 0.67% 50
2024
Q4 		$2.08M Buy
20,858
+1,511
+8% +$156K 0.55% 60
2024
Q3 		$2.2M Buy
19,347
+366
+2% +$43.5K 0.79% 41
2024
Q2 		$2.35M Buy
18,981
+196
+1% +$25.2K 0.88% 34
2024
Q1 		$2.48M Buy
18,785
+110
+0.6% +$13.6K 1.8% 17
2023
Q4 		$2.04M Sell
18,675
-331
-2% -$34.4K 1.69% 17
2023
Q3 		$1.96M Sell
19,006
-437
-2% -$47.1K 1.79% 20
2023
Q2 		$2.24M Buy
19,443
+16,537
+569% +$1.88M 0.84% 36
2023
Q1 		$309K Sell
2,906
-47,073
-94% -$5.08M 0.39% 50
2022
Q4 		$5.54M Buy
+49,979
New +$5.11M 8.13% 1
2022
Q3 		– Sell
-36,364
Closed -$3.31M – 118
2022
Q2 		$3.31M Buy
36,364
+33,140
+1,028% +$2.94M 1.55% 7
2022
Q1 		$265K Buy
3,224
+298
+10% +$23.5K 0.09% 144
2021
Q4 		$224K Buy
2,926
+268
+10% +$21.3K 0.07% 153
2021
Q3 		$200K Buy
+2,658
New +$202K 0.15% 68
2020
Q1 		– Sell
-28,490
Closed -$2.47M – 127
2019
Q4 		$2.47M Sell
28,490
-4,006
-12% -$329K 1.23% 23
2019
Q3 		$2.61M Sell
32,496
-511
-2% -$41K 1.36% 18
2019
Q2 		$2.64M Sell
33,007
-793
-2% -$60.7K 1.54% 16
2019
Q1 		$2.68M Sell
33,800
-62,965
-65% -$4.71M 1.47% 17
2018
Q4 		$7.05M Buy
+96,765
New +$6.83M 5.03% 2

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

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

Cordatus Wealth Management reduced its Merck (MRK) stake by 8.1% in Q1 2026, selling an estimated $306K and leaving 30,072 shares worth $3.62M. The position accounts for 0.86% of the portfolio, ranked #34.

Cordatus Wealth Management first reported a position in MRK in Q4 2018 and has held it in 23 quarters since. The position peaked at $7.05M in Q4 2018. 3,777 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Cordatus Wealth Management held 30,072 shares of Merck worth $3.62M as of Q1 2026.
  • Cordatus Wealth Management sold 2,651 Merck shares in Q1 2026, an estimated $306K.
  • Merck made up 0.86% of Cordatus Wealth Management's portfolio in Q1 2026, its #34 holding.
  • Cordatus Wealth Management first reported a position in Merck in Q4 2018 and has held it in 23 quarters since.
  • Cordatus Wealth Management's Merck position peaked at $7.05M in Q4 2018.
  • 3,777 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Cordatus Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.