DWM
MRK icon

Destination Wealth Management’s Merck MRK Stock Holding History

Destination 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
2024
Q1 		– Sell
-100
Closed -$720 – 233
2023
Q4 		$720 Hold
100
– – ﹤0.01% 215
2023
Q3 		$675 Hold
100
– – ﹤0.01% 207
2023
Q2 		$1.46K Hold
100
– – ﹤0.01% 209
2023
Q1 		$1.09K Buy
+100
New +$10.8K ﹤0.01% 216

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

Destination Wealth Management's MRK Position: Q1 2026 in Review

Destination Wealth Management increased its Merck (MRK) stake by 43% in Q1 2026, buying an estimated $214K and bringing the position to 6,187 shares worth $744K. The position accounts for 0.02% of the portfolio, ranked #173.

Destination Wealth Management first reported a position in MRK in Q2 2015 and has held it in 40 quarters since. The position peaked at $27.8M in Q1 2024. 3,777 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Destination Wealth Management held 6,187 shares of Merck worth $744K as of Q1 2026.
  • Destination Wealth Management bought 1,853 Merck shares in Q1 2026, an estimated $214K.
  • Merck made up 0.02% of Destination Wealth Management's portfolio in Q1 2026, its #173 holding.
  • Destination Wealth Management first reported a position in Merck in Q2 2015 and has held it in 40 quarters since.
  • Destination Wealth Management's Merck position peaked at $27.8M in Q1 2024.
  • 3,777 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.