CWC Advisors’s Merck MRK Stock Holding History

CWC Advisors’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	$582K	Sell	4,838 -9	-0.2%	-$1.04K	0.28%	84
2025 Q4	$510K	Sell	4,847 -176	-4%	-$16.5K	0.25%	97
2025 Q3	$422K	Sell	5,023 -225	-4%	-$18.5K	0.21%	104
2025 Q2	$415K	Sell	5,248 -304	-5%	-$24.2K	0.21%	96
2025 Q1	$498K	Buy	5,552 +472	+9%	+$44.1K	0.28%	77
2024 Q4	$505K	Sell	5,080 -418	-8%	-$43.1K	0.5%	57
2024 Q3	$624K	Buy	+5,498	New	+$653K	0.62%	51

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CWC Advisors's MRK Position: Q1 2026 in Review

CWC Advisors reduced its Merck (MRK) stake by 0.19% in Q1 2026, selling an estimated $1.04K and leaving 4,838 shares worth $582K. The position accounts for 0.28% of the portfolio, ranked #84.

CWC Advisors first reported a position in MRK in Q3 2024 and has held it in 7 quarters since. The position peaked at $624K in Q3 2024. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

CWC Advisors held 4,838 shares of Merck worth $582K as of Q1 2026.
CWC Advisors sold 9 Merck shares in Q1 2026, an estimated $1.04K.
Merck made up 0.28% of CWC Advisors's portfolio in Q1 2026, its #84 holding.
CWC Advisors first reported a position in Merck in Q3 2024 and has held it in 7 quarters since.
CWC Advisors's Merck position peaked at $624K in Q3 2024.
3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on CWC Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.