CWM
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Cornerstone Wealth Management’s Merck MRK Stock Holding History

Cornerstone 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
Q2 		$2.86M Buy
22,273
+191
+0.9% +$22.4K 0.12% 161
2026
Q1 		$2.66M Sell
22,082
-534
-2% -$61.6K 0.13% 155
2025
Q4 		$2.38M Sell
22,616
-94
-0.4% -$8.82K 0.12% 162
2025
Q3 		$1.91M Buy
22,710
+133
+0.6% +$11K 0.11% 180
2025
Q2 		$1.79M Buy
22,577
+840
+4% +$66.8K 0.11% 166
2025
Q1 		$1.95M Sell
21,737
-365
-2% -$34.1K 0.13% 151
2024
Q4 		$2.2M Buy
22,102
+821
+4% +$84.6K 0.15% 139
2024
Q3 		$2.42M Buy
21,281
+452
+2% +$53.7K 0.17% 122
2024
Q2 		$2.58M Sell
20,829
-65
-0.3% -$8.37K 0.2% 108
2024
Q1 		$2.76M Sell
20,894
-117
-0.6% -$14.4K 0.22% 100
2023
Q4 		$2.29M Buy
21,011
+19
+0.1% +$1.97K 0.2% 113
2023
Q3 		$2.16M Buy
20,992
+1,377
+7% +$148K 0.2% 111
2023
Q2 		$2.26M Sell
19,615
-105
-0.5% -$11.9K 0.2% 114
2023
Q1 		$2.1M Buy
+19,720
New +$2.13M 0.21% 107
2022
Q3 		$1.72M Buy
19,992
+556
+3% +$49.6K 0.19% 110
2022
Q2 		$1.77M Buy
19,436
+442
+2% +$39.2K 0.2% 110
2022
Q1 		$1.56M Buy
18,994
+1,299
+7% +$102K 0.15% 132
2021
Q4 		$1.36M Buy
17,695
+1,556
+10% +$124K 0.13% 150
2021
Q3 		$1.21M Sell
16,139
-128
-0.8% -$9.73K 0.13% 158
2021
Q2 		$1.26M Buy
16,267
+1,100
+7% +$81.8K 0.13% 153
2021
Q1 		$1.12M Buy
15,167
+558
+4% +$41.2K 0.13% 159
2020
Q4 		$1.14M Buy
14,609
+4,070
+39% +$311K 0.14% 139
2020
Q3 		$834K Buy
10,539
+440
+4% +$34.5K 0.12% 160
2020
Q2 		$745K Buy
10,099
+1,060
+12% +$79.8K 0.12% 168
2020
Q1 		$664K Buy
9,039
+782
+9% +$61.5K 0.13% 163
2019
Q4 		$717K Buy
8,257
+768
+10% +$63.1K 0.12% 166
2019
Q3 		$602K Sell
7,489
-1,193
-14% -$95.6K 0.11% 183
2019
Q2 		$691K Buy
8,682
+2,046
+31% +$157K 0.12% 169
2019
Q1 		$1.1M Sell
6,636
-144
-2% -$10.8K 0.13% 175
2018
Q4 		$489K Sell
6,780
-584,866
-99% -$41.3M 0.1% 197
2018
Q3 		$8.78M Buy
591,646
+225,566
+62% +$14.4M 0.11% 197
2018
Q2 		$5.78M Buy
366,080
+359,420
+5,397% +$20.3M 0.07% 288
2018
Q1 		$340K Sell
6,660
-278
-4% -$15K 0.06% 277
2017
Q4 		$372K Sell
6,938
-2,260
-25% -$125K 0.07% 269
2017
Q3 		$570K Buy
9,198
+399
+5% +$24.2K 0.12% 176
2017
Q2 		$530K Buy
8,799
+460
+6% +$28K 0.12% 170
2017
Q1 		$510K Buy
8,339
+289
+4% +$17.5K 0.13% 166
2016
Q4 		$463K Buy
8,050
+164
+2% +$9.6K 0.15% 141
2016
Q3 		$469K Buy
+7,886
New +$461K 0.17% 123

Other funds holding MRK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Cornerstone Wealth Management's MRK Position: Q2 2026 in Review

Cornerstone Wealth Management increased its Merck (MRK) stake by 0.86% in Q2 2026, buying an estimated $22.4K and bringing the position to 22,273 shares worth $2.86M. The position accounts for 0.12% of the portfolio, ranked #161.

Cornerstone Wealth Management first reported a position in MRK in Q3 2016 and has held it in 39 quarters since. The position peaked at $8.78M in Q3 2018. 1,109 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Cornerstone Wealth Management held 22,273 shares of Merck worth $2.86M as of Q2 2026.
  • Cornerstone Wealth Management bought 191 Merck shares in Q2 2026, an estimated $22.4K.
  • Merck made up 0.12% of Cornerstone Wealth Management's portfolio in Q2 2026, its #161 holding.
  • Cornerstone Wealth Management first reported a position in Merck in Q3 2016 and has held it in 39 quarters since.
  • Cornerstone Wealth Management's Merck position peaked at $8.78M in Q3 2018.
  • 1,109 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.