Creative Planning’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $157M | Buy |
1,308,297
+61,646
| +5% | +$7.12M | 0.11% | 88 |
|
|
2025
Q4 | $131M | Buy |
1,246,651
+170,143
| +16% | +$16M | 0.09% | 94 |
|
|
2025
Q3 | $90.4M | Buy |
1,076,508
+131,857
| +14% | +$10.9M | 0.07% | 119 |
|
|
2025
Q2 | $74.8M | Sell |
944,651
-53,546
| -5% | -$4.26M | 0.06% | 126 |
|
|
2025
Q1 | $89.6M | Buy |
998,197
+76,474
| +8% | +$7.14M | 0.08% | 103 |
|
|
2024
Q4 | $91.7M | Buy |
921,723
+79,251
| +9% | +$8.17M | 0.09% | 98 |
|
|
2024
Q3 | $95.7M | Sell |
842,472
-24,731
| -3% | -$2.94M | 0.09% | 94 |
|
|
2024
Q2 | $107M | Buy |
867,203
+40,668
| +5% | +$5.24M | 0.11% | 83 |
|
|
2024
Q1 | $109M | Buy |
826,535
+39,464
| +5% | +$4.86M | 0.12% | 76 |
|
|
2023
Q4 | $85.8M | Sell |
787,071
-106,168
| -12% | -$11M | 0.16% | 84 |
|
|
2023
Q3 | $92M | Buy |
893,239
+193,564
| +28% | +$20.9M | 0.12% | 82 |
|
|
2023
Q2 | $80.7M | Buy |
699,675
+18,146
| +3% | +$2.06M | 0.11% | 88 |
|
|
2023
Q1 | $72.5M | Buy |
681,529
+8,241
| +1% | +$890K | 0.1% | 90 |
|
|
2022
Q4 | $74.7M | Sell |
673,288
-4,946
| -0.7% | -$506K | 0.11% | 88 |
|
|
2022
Q3 | $58.4M | Sell |
678,234
-13,632
| -2% | -$1.22M | 0.1% | 89 |
|
|
2022
Q2 | $63.1M | Buy |
691,866
+36,957
| +6% | +$3.28M | 0.1% | 91 |
|
|
2022
Q1 | $53.7M | Buy |
654,909
+196,813
| +43% | +$15.5M | 0.08% | 105 |
|
|
2021
Q4 | $35.1M | Sell |
458,096
-21,551
| -4% | -$1.72M | 0.06% | 122 |
|
|
2021
Q3 | $36M | Buy |
479,647
+49,967
| +12% | +$3.8M | 0.06% | 113 |
|
|
2021
Q2 | $33.4M | Sell |
429,680
-33,571
| -7% | -$2.5M | 0.06% | 115 |
|
|
2021
Q1 | $34.1M | Sell |
463,251
-3,448
| -0.7% | -$254K | 0.07% | 112 |
|
|
2020
Q4 | $36.4M | Buy |
466,699
+20,610
| +5% | +$1.58M | 0.08% | 100 |
|
|
2020
Q3 | $35.3M | Buy |
446,089
+24,346
| +6% | +$1.91M | 0.09% | 89 |
|
|
2020
Q2 | $31.1M | Buy |
421,743
+19,304
| +5% | +$1.45M | 0.09% | 91 |
|
|
2020
Q1 | $29.5M | Sell |
402,439
-22,236
| -5% | -$1.75M | 0.1% | 79 |
|
|
2019
Q4 | $36.9M | Buy |
424,675
+13,926
| +3% | +$1.14M | 0.11% | 79 |
|
|
2019
Q3 | $33M | Buy |
410,749
+52
| +0% | +$4.17K | 0.11% | 82 |
|
|
2019
Q2 | $32.9M | Buy |
410,697
+7,081
| +2% | +$542K | 0.11% | 77 |
|
|
2019
Q1 | $32M | Buy |
403,616
+177
| +0% | +$13.2K | 0.12% | 77 |
|
|
2018
Q4 | $29.4M | Buy |
403,439
+28,862
| +8% | +$2.04M | 0.12% | 72 |
|
|
2018
Q3 | $25.4M | Buy |
374,577
+32,520
| +10% | +$2.07M | 0.09% | 86 |
|
|
2018
Q2 | $19.8M | Buy |
342,057
+10,212
| +3% | +$576K | 0.08% | 92 |
|
|
2018
Q1 | $17.2M | Sell |
331,845
-9,633
| -3% | -$520K | 0.07% | 99 |
|
|
2017
Q4 | $18.3M | Buy |
341,478
+6,005
| +2% | +$333K | 0.08% | 95 |
|
|
2017
Q3 | $20.5M | Buy |
335,473
+1,541
| +0.5% | +$93.4K | 0.1% | 92 |
|
|
2017
Q2 | $20.4M | Sell |
333,932
-200
| -0.1% | -$12.2K | 0.1% | 87 |
|
|
2017
Q1 | $20.3M | Sell |
334,132
-18,850
| -5% | -$1.14M | 0.11% | 86 |
|
|
2016
Q4 | $19.8M | Buy |
352,982
+23,514
| +7% | +$1.38M | 0.12% | 84 |
|
|
2016
Q3 | $19.6M | Buy |
329,468
+22,337
| +7% | +$1.31M | 0.12% | 83 |
|
|
2016
Q2 | $16.9M | Buy |
307,131
+6,206
| +2% | +$330K | 0.12% | 77 |
|
|
2016
Q1 | $15.2M | Buy |
300,925
+4,494
| +2% | +$220K | 0.12% | 81 |
|
|
2015
Q4 | $14.9M | Buy |
296,431
+7,333
| +3% | +$370K | 0.12% | 83 |
|
|
2015
Q3 | $13.6M | Buy |
289,098
+10,266
| +4% | +$545K | 0.12% | 83 |
|
|
2015
Q2 | $15.1M | Buy |
278,832
+15,043
| +6% | +$844K | 0.14% | 73 |
|
|
2015
Q1 | $14.5M | Buy |
263,789
+21,670
| +9% | +$1.23M | 0.14% | 73 |
|
|
2014
Q4 | $13.1M | Buy |
242,119
+21,090
| +10% | +$1.18M | 0.14% | 75 |
|
|
2014
Q3 | $12.5M | Buy |
221,029
+22,225
| +11% | +$1.25M | 0.15% | 73 |
|
|
2014
Q2 | $11M | Sell |
198,804
-2,101
| -1% | -$115K | 0.14% | 75 |
|
|
2014
Q1 | $10.9M | Buy |
200,905
+2,542
| +1% | +$132K | 0.16% | 65 |
|
|
2013
Q4 | $9.47M | Buy |
198,363
+19,973
| +11% | +$913K | 0.16% | 66 |
|
|
2013
Q3 | $8.1M | Buy |
178,390
+11,227
| +7% | +$513K | 0.16% | 65 |
|
|
2013
Q2 | $7.41M | Buy |
+167,163
| New | +$7.47M | 0.17% | 58 |
|
Other funds holding MRK
VCM
VPM
Creative Planning's MRK Position: Q1 2026 in Review
Creative Planning increased its Merck (MRK) stake by 4.9% in Q1 2026, buying an estimated $7.12M and bringing the position to 1,308,297 shares worth $157M. The position accounts for 0.11% of the portfolio, ranked #88.
Creative Planning first reported a position in MRK in Q2 2013 and has held it in 52 quarters since. 3,777 funds tracked by Wall St. Rank hold MRK as of Q1 2026.
- Creative Planning held 1,308,297 shares of Merck worth $157M as of Q1 2026.
- Creative Planning bought 61,646 Merck shares in Q1 2026, an estimated $7.12M.
- Merck made up 0.11% of Creative Planning's portfolio in Q1 2026, its #88 holding.
- Creative Planning first reported a position in Merck in Q2 2013 and has held it in 52 quarters since.
- 3,777 funds tracked by Wall St. Rank held Merck as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.