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Discipline Wealth Solutions’s Merck MRK Stock Holding History

Discipline Wealth Solutions’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 		$1.38M Buy
11,513
+8,068
+234% +$931K 0.15% 69
2025
Q4 		$363K Buy
3,445
+528
+18% +$49.6K 0.07% 122
2025
Q3 		$245K Buy
+2,917
New +$240K 0.06% 140

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

Discipline Wealth Solutions's MRK Position: Q1 2026 in Review

Discipline Wealth Solutions increased its Merck (MRK) stake by 234% in Q1 2026, buying an estimated $931K and bringing the position to 11,513 shares worth $1.38M. The position accounts for 0.15% of the portfolio, ranked #69.

Discipline Wealth Solutions first reported a position in MRK in Q3 2025 and has held it in 3 quarters since. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Discipline Wealth Solutions held 11,513 shares of Merck worth $1.38M as of Q1 2026.
  • Discipline Wealth Solutions bought 8,068 Merck shares in Q1 2026, an estimated $931K.
  • Merck made up 0.15% of Discipline Wealth Solutions's portfolio in Q1 2026, its #69 holding.
  • Discipline Wealth Solutions first reported a position in Merck in Q3 2025 and has held it in 3 quarters since.
  • 3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Discipline Wealth Solutions's 13F filing for Q1 2026, filed 17 Apr 2026.