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Cornerstone Wealth Group’s Merck MRK Stock Holding History

Cornerstone Wealth 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 		$2.63M Buy
23,392
+1,051
+5% +$121K 0.17% 119
2025
Q4 		$2.35M Buy
22,341
+1,287
+6% +$121K 0.16% 114
2025
Q3 		$1.77M Sell
21,054
-504
-2% -$41.5K 0.12% 115
2025
Q2 		$1.71M Buy
21,558
+409
+2% +$32.5K 0.13% 110
2025
Q1 		$1.9M Sell
21,149
-99,340
-82% -$9.27M 0.16% 110
2024
Q4 		$12M Buy
120,489
+57,081
+90% +$5.88M 0.98% 20
2024
Q3 		$7.2M Buy
63,408
+834
+1% +$99.1K 0.6% 40
2024
Q2 		$7.75M Buy
62,574
+2,422
+4% +$312K 0.69% 34
2024
Q1 		$7.94M Buy
60,152
+16,699
+38% +$2.06M 0.73% 39
2023
Q4 		$4.74M Buy
43,453
+5,685
+15% +$590K 0.68% 39
2023
Q3 		$3.89M Buy
37,768
+1,225
+3% +$132K 0.69% 46
2023
Q2 		$4.22M Buy
36,543
+32,863
+893% +$3.73M 0.76% 45
2023
Q1 		$391K Sell
3,680
-66
-2% -$7.13K 0.07% 117
2022
Q4 		$416K Sell
3,746
-536
-13% -$54.8K 0.08% 102
2022
Q3 		$369K Sell
4,282
-42
-1% -$3.75K 0.08% 101
2022
Q2 		$394K Sell
4,324
-75
-2% -$6.65K 0.08% 101
2022
Q1 		$361K Sell
4,399
-1,384
-24% -$109K 0.07% 125
2021
Q4 		$443K Sell
5,783
-62,155
-91% -$4.95M 0.08% 116
2021
Q3 		$5.1M Buy
67,938
+23,355
+52% +$1.78M 0.9% 24
2021
Q2 		$3.44M Buy
44,583
+41,677
+1,434% +$3.1M 0.7% 45
2021
Q1 		$220K Buy
+2,906
New +$214K 0.04% 143
2020
Q3 		– Sell
-33,418
Closed -$2.47M – 141
2020
Q2 		$2.47M Buy
33,418
+1,486
+5% +$112K 0.62% 47
2020
Q1 		$2.34M Sell
31,932
-1,759
-5% -$138K 0.83% 36
2019
Q4 		$2.92M Sell
33,691
-1,030
-3% -$84.6K 0.79% 39
2019
Q3 		$2.79M Buy
34,721
+12,044
+53% +$965K 0.7% 41
2019
Q2 		$1.81M Buy
+22,677
New +$1.74M 0.49% 55

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

Cornerstone Wealth Group's MRK Position: Q1 2026 in Review

Cornerstone Wealth Group increased its Merck (MRK) stake by 4.7% in Q1 2026, buying an estimated $121K and bringing the position to 23,392 shares worth $2.63M. The position accounts for 0.17% of the portfolio, ranked #119.

Cornerstone Wealth Group first reported a position in MRK in Q2 2019 and has held it in 26 quarters since. The position peaked at $12M in Q4 2024. 3,777 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Cornerstone Wealth Group held 23,392 shares of Merck worth $2.63M as of Q1 2026.
  • Cornerstone Wealth Group bought 1,051 Merck shares in Q1 2026, an estimated $121K.
  • Merck made up 0.17% of Cornerstone Wealth Group's portfolio in Q1 2026, its #119 holding.
  • Cornerstone Wealth Group first reported a position in Merck in Q2 2019 and has held it in 26 quarters since.
  • Cornerstone Wealth Group's Merck position peaked at $12M in Q4 2024.
  • 3,777 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.