EHWM
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Eads & Heald Wealth Management’s Merck MRK Stock Holding History

Eads & Heald 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
2026
Q1 		$483K Sell
4,013
-455
-10% -$52.5K 0.24% 112
2025
Q4 		$470K Sell
4,468
-347
-7% -$32.6K 0.23% 117
2025
Q3 		$404K Buy
4,815
+278
+6% +$22.9K 0.19% 120
2025
Q2 		$359K Buy
4,537
+561
+14% +$44.6K 0.18% 120
2025
Q1 		$357K Buy
3,976
+610
+18% +$57K 0.18% 118
2024
Q4 		$335K Sell
3,366
-365
-10% -$37.6K 0.16% 120
2024
Q3 		$424K Sell
3,731
-795
-18% -$94.5K 0.2% 118
2024
Q2 		$560K Buy
4,526
+22
+0.5% +$2.83K 0.27% 107
2024
Q1 		$594K Buy
4,504
+28
+0.6% +$3.45K 0.28% 109
2023
Q4 		$488K Buy
4,476
+250
+6% +$25.9K 0.23% 114
2023
Q3 		$435K Hold
4,226
– – 0.23% 113
2023
Q2 		$488K Sell
4,226
-300
-7% -$34.1K 0.24% 114
2023
Q1 		$482K Buy
4,526
+44
+1% +$4.75K 0.24% 114
2022
Q4 		$497K Buy
4,482
+405
+10% +$41.4K 0.25% 111
2022
Q3 		$351K Buy
4,077
+570
+16% +$50.9K 0.2% 118
2022
Q2 		$320K Hold
3,507
– – 0.17% 124
2022
Q1 		$288K Sell
3,507
-5,939
-63% -$468K 0.13% 129
2021
Q4 		$724K Sell
9,446
-560
-6% -$44.6K 0.31% 103
2021
Q3 		$752K Sell
10,006
-2,085
-17% -$159K 0.36% 99
2021
Q2 		$940K Sell
12,091
-669
-5% -$49.8K 0.46% 88
2021
Q1 		$939K Buy
12,760
+394
+3% +$29.1K 0.48% 88
2020
Q4 		$965K Buy
12,366
+377
+3% +$28.8K 0.52% 82
2020
Q3 		$949K Sell
11,989
-1,844
-13% -$144K 0.57% 77
2020
Q2 		$1.02M Buy
13,833
+7,698
+125% +$580K 0.62% 72
2020
Q1 		$450K Buy
+6,135
New +$482K 0.32% 100

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

Eads & Heald Wealth Management's MRK Position: Q1 2026 in Review

Eads & Heald Wealth Management reduced its Merck (MRK) stake by 10% in Q1 2026, selling an estimated $52.5K and leaving 4,013 shares worth $483K. The position accounts for 0.24% of the portfolio, ranked #112.

Eads & Heald Wealth Management first reported a position in MRK in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.02M in Q2 2020. 3,777 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Eads & Heald Wealth Management held 4,013 shares of Merck worth $483K as of Q1 2026.
  • Eads & Heald Wealth Management sold 455 Merck shares in Q1 2026, an estimated $52.5K.
  • Merck made up 0.24% of Eads & Heald Wealth Management's portfolio in Q1 2026, its #112 holding.
  • Eads & Heald Wealth Management first reported a position in Merck in Q1 2020 and has held it in 25 quarters since.
  • Eads & Heald Wealth Management's Merck position peaked at $1.02M in Q2 2020.
  • 3,777 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.