EWM
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EPG Wealth Management’s Merck MRK Stock Holding History

EPG 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
Q2 		$209K Sell
1,624
-85
-5% -$9.95K 0.05% 180
2026
Q1 		$206K Buy
+1,709
New +$197K 0.06% 181
2025
Q2 		– Sell
-2,940
Closed -$264K – 394
2025
Q1 		$264K Sell
2,940
-84
-3% -$7.84K 0.07% 203
2024
Q4 		$301K Sell
3,024
-21
-0.7% -$2.17K 0.08% 198
2024
Q3 		$346K Buy
+3,045
New +$362K 0.09% 194
2024
Q2 		– Sell
-3,026
Closed -$390K – 186
2024
Q1 		$399K Hold
3,026
– – 0.1% 187
2023
Q4 		$380K Sell
3,026
-80
-3% -$8.3K 0.1% 183
2023
Q3 		$320K Sell
3,106
-5,594
-64% -$603K 0.1% 184
2023
Q2 		$1M Buy
8,700
+440
+5% +$50K 0.3% 85
2023
Q1 		$879K Buy
8,260
+5,655
+217% +$611K 0.28% 87
2022
Q4 		$289K Sell
2,605
-27
-1% -$2.76K 0.11% 166
2022
Q3 		$227K Buy
2,632
+150
+6% +$13.4K 0.09% 188
2022
Q2 		$226K Buy
+2,482
New +$220K 0.1% 195
2021
Q2 		– Sell
-4,718
Closed -$347K – 213
2021
Q1 		$347K Buy
4,718
+812
+21% +$59.9K 0.17% 125
2020
Q4 		$305K Buy
3,906
+1,068
+38% +$81.7K 0.18% 108
2020
Q3 		$225K Sell
2,838
-238
-8% -$18.6K 0.17% 114
2020
Q2 		$227K Sell
3,076
-242
-7% -$18.2K 0.16% 126
2020
Q1 		$243K Buy
3,318
+2,231
+205% +$175K 0.18% 105
2019
Q4 		$94K Buy
+1,087
New +$89.3K 0.07% 160

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EPG Wealth Management's MRK Position: Q2 2026 in Review

EPG Wealth Management reduced its Merck (MRK) stake by 5% in Q2 2026, selling an estimated $9.95K and leaving 1,624 shares worth $209K. The position accounts for 0.05% of the portfolio, ranked #180.

EPG Wealth Management first reported a position in MRK in Q4 2019 and has held it in 19 quarters since. The position peaked at $1M in Q2 2023. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • EPG Wealth Management held 1,624 shares of Merck worth $209K as of Q2 2026.
  • EPG Wealth Management sold 85 Merck shares in Q2 2026, an estimated $9.95K.
  • Merck made up 0.05% of EPG Wealth Management's portfolio in Q2 2026, its #180 holding.
  • EPG Wealth Management first reported a position in Merck in Q4 2019 and has held it in 19 quarters since.
  • EPG Wealth Management's Merck position peaked at $1M in Q2 2023.
  • 3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.