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CWS Financial Advisors’s Merck MRK Stock Holding History

CWS Financial 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 		$268K Buy
2,226
+56
+3% +$6.46K 0.07% 128
2025
Q4 		$228K Buy
+2,170
New +$204K 0.06% 139
2025
Q2 		– Sell
-3,046
Closed -$273K – 141
2025
Q1 		$273K Buy
3,046
+578
+23% +$54K 0.09% 108
2024
Q4 		$246K Sell
2,468
-50
-2% -$5.16K 0.08% 110
2024
Q3 		$286K Sell
2,518
-15
-0.6% -$1.78K 0.1% 94
2024
Q2 		$314K Buy
2,533
+114
+5% +$14.7K 0.12% 87
2024
Q1 		$319K Sell
2,419
-1,180
-33% -$145K 0.13% 82
2023
Q4 		$392K Sell
3,599
-614
-15% -$63.7K 0.15% 105
2023
Q3 		$434K Sell
4,213
-401
-9% -$43.2K 0.17% 92
2023
Q2 		$532K Sell
4,614
-32
-0.7% -$3.63K 0.2% 75
2023
Q1 		$494K Buy
+4,646
New +$502K 0.2% 81
2022
Q4 		– Sell
-3,380
Closed -$291K – 146
2022
Q3 		$291K Sell
3,380
-338
-9% -$30.2K 0.14% 107
2022
Q2 		$339K Buy
3,718
+576
+18% +$51.1K 0.16% 105
2022
Q1 		$258K Sell
3,142
-108
-3% -$8.52K 0.1% 127
2021
Q4 		$249K Buy
+3,250
New +$259K 0.09% 134
2020
Q4 		– Sell
-5,812
Closed -$460K – 141
2020
Q3 		$460K Sell
5,812
-208
-3% -$16.3K 0.31% 67
2020
Q2 		$444K Buy
6,020
+847
+16% +$63.8K 0.32% 68
2020
Q1 		$449K Sell
5,173
-169
-3% -$13.3K 0.33% 71
2019
Q4 		$464K Buy
+5,342
New +$439K 0.34% 68

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

CWS Financial Advisors's MRK Position: Q1 2026 in Review

CWS Financial Advisors increased its Merck (MRK) stake by 2.6% in Q1 2026, buying an estimated $6.46K and bringing the position to 2,226 shares worth $268K. The position accounts for 0.07% of the portfolio, ranked #128.

CWS Financial Advisors first reported a position in MRK in Q4 2019 and has held it in 19 quarters since. The position peaked at $532K in Q2 2023. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • CWS Financial Advisors held 2,226 shares of Merck worth $268K as of Q1 2026.
  • CWS Financial Advisors bought 56 Merck shares in Q1 2026, an estimated $6.46K.
  • Merck made up 0.07% of CWS Financial Advisors's portfolio in Q1 2026, its #128 holding.
  • CWS Financial Advisors first reported a position in Merck in Q4 2019 and has held it in 19 quarters since.
  • CWS Financial Advisors's Merck position peaked at $532K in Q2 2023.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.