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EP Wealth Advisors’s Merck MRK Stock Holding History

EP Wealth 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 		$23.4M Sell
194,446
-1,288
-0.7% -$149K 0.12% 121
2025
Q4 		$20.6M Buy
+195,734
New +$18.4M 0.11% 127
2025
Q2 		$16M Buy
202,312
+52,137
+35% +$4.14M 0.11% 142
2025
Q1 		$13.5M Sell
150,175
-49,038
-25% -$4.58M 0.11% 131
2024
Q4 		$19.8M Sell
199,213
-17,910
-8% -$1.85M 0.16% 102
2024
Q3 		$24.7M Buy
217,123
+27,461
+14% +$3.26M 0.21% 92
2024
Q2 		$23.5M Buy
189,662
+7,968
+4% +$1.03M 0.25% 83
2024
Q1 		$24M Buy
181,694
+6,040
+3% +$744K 0.28% 79
2023
Q4 		$19.1M Sell
175,654
-12,234
-7% -$1.27M 0.24% 81
2023
Q3 		$19.3M Buy
187,888
+167,206
+808% +$18M 0.3% 73
2023
Q2 		$20.8M Buy
20,682
+6,731
+48% +$764K 0.3% 70
2023
Q1 		$1.88M Sell
13,951
-97,398
-87% -$10.5M 0.03% 231
2022
Q4 		$12.4M Buy
111,349
+4,116
+4% +$421K 0.22% 79
2022
Q3 		$9.23M Buy
107,233
+76,714
+251% +$6.85M 0.21% 82
2022
Q2 		$2.78M Buy
30,519
+7,191
+31% +$637K 0.06% 163
2022
Q1 		$1.91M Sell
23,328
-657
-3% -$51.8K 0.04% 206
2021
Q4 		$1.84M Buy
23,985
+1,173
+5% +$93.4K 0.04% 194
2021
Q3 		$1.71M Sell
22,812
-11,583
-34% -$881K 0.05% 184
2021
Q2 		$2.67M Sell
34,395
-15,383
-31% -$1.14M 0.07% 156
2021
Q1 		$3.66M Sell
49,778
-172,801
-78% -$12.7M 0.12% 119
2020
Q4 		$17.4M Buy
222,579
+24,395
+12% +$1.87M 0.61% 38
2020
Q3 		$15.7M Buy
198,184
+15,599
+9% +$1.22M 0.67% 36
2020
Q2 		$13.5M Buy
182,585
+161,869
+781% +$12.2M 0.58% 41
2020
Q1 		$1.52M Buy
20,716
+873
+4% +$68.6K 0.07% 131
2019
Q4 		$1.72M Buy
19,843
+993
+5% +$81.6K 0.07% 137
2019
Q3 		$1.51M Buy
18,850
+1,664
+10% +$133K 0.08% 118
2019
Q2 		$1.38M Buy
17,186
+5,295
+45% +$405K 0.09% 102
2019
Q1 		$944K Buy
11,891
+359
+3% +$26.9K 0.09% 115
2018
Q4 		$841K Sell
11,532
-1,724
-13% -$122K 0.06% 133
2018
Q3 		$897K Buy
13,256
+7,348
+124% +$468K 0.07% 125
2018
Q2 		$342K Sell
5,908
-440
-7% -$24.8K 0.03% 144
2018
Q1 		$330K Sell
6,348
-3,324
-34% -$180K 0.03% 153
2017
Q4 		$519K Buy
9,672
+69
+0.7% +$3.83K 0.05% 110
2017
Q3 		$587K Buy
9,603
+4,539
+90% +$275K 0.07% 98
2017
Q2 		$310K Sell
5,064
-69
-1% -$4.2K 0.04% 133
2017
Q1 		$311K Sell
5,133
-856
-14% -$51.9K 0.04% 110
2016
Q4 		$336K Buy
5,989
+1,028
+21% +$60.2K 0.05% 99
2016
Q3 		$295K Sell
4,961
-136
-3% -$7.95K 0.05% 107
2016
Q2 		$280K Sell
5,097
-1,919
-27% -$102K 0.04% 101
2016
Q1 		$354K Sell
7,016
-819
-10% -$40.1K 0.05% 99
2015
Q4 		$395K Buy
7,835
+1,355
+21% +$68.3K 0.07% 105
2015
Q3 		$305K Sell
6,480
-221
-3% -$11.7K 0.06% 110
2015
Q2 		$364K Buy
6,701
+438
+7% +$24.6K 0.07% 84
2015
Q1 		$343K Sell
6,263
-205
-3% -$11.6K 0.06% 93
2014
Q4 		$351K Buy
6,468
+349
+6% +$19.4K 0.06% 99
2014
Q3 		$346K Buy
6,119
+602
+11% +$33.8K 0.06% 83
2014
Q2 		$304K Buy
5,517
+365
+7% +$19.9K 0.07% 83
2014
Q1 		$279K Buy
+5,152
New +$267K 0.08% 84
2013
Q3 		– Sell
-4,514
Closed -$200K – 107
2013
Q2 		$200K Buy
+4,514
New +$202K 0.07% 75

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

EP Wealth Advisors's MRK Position: Q1 2026 in Review

EP Wealth Advisors reduced its Merck (MRK) stake by 0.66% in Q1 2026, selling an estimated $149K and leaving 194,446 shares worth $23.4M. The position accounts for 0.12% of the portfolio, ranked #121.

EP Wealth Advisors first reported a position in MRK in Q2 2013 and has held it in 49 quarters since. The position peaked at $24.7M in Q3 2024. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • EP Wealth Advisors held 194,446 shares of Merck worth $23.4M as of Q1 2026.
  • EP Wealth Advisors sold 1,288 Merck shares in Q1 2026, an estimated $149K.
  • Merck made up 0.12% of EP Wealth Advisors's portfolio in Q1 2026, its #121 holding.
  • EP Wealth Advisors first reported a position in Merck in Q2 2013 and has held it in 49 quarters since.
  • EP Wealth Advisors's Merck position peaked at $24.7M in Q3 2024.
  • 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.