EW
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Evoke Wealth’s Merck MRK Stock Holding History

Evoke Wealth’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 		$3.58M Buy
29,595
+859
+3% +$99.2K 0.06% 109
2025
Q4 		$3.05M Buy
28,736
+1,331
+5% +$125K 0.06% 130
2025
Q3 		$2.32M Buy
27,405
+1,609
+6% +$133K 0.05% 149
2025
Q2 		$2.06M Buy
25,796
+8,047
+45% +$640K 0.05% 146
2025
Q1 		$1.61M Sell
17,749
-278
-2% -$26K 0.04% 153
2024
Q4 		$1.81M Buy
18,027
+4,303
+31% +$444K 0.05% 136
2024
Q3 		$1.57M Buy
+13,724
New +$1.63M 0.04% 146
2024
Q2 		– Sell
-13,988
Closed -$1.86M – 283
2024
Q1 		$1.86M Buy
+13,988
New +$1.72M 0.06% 121
2023
Q4 		– Sell
-14,421
Closed -$1.5M – 252
2023
Q3 		$1.5M Buy
14,421
+323
+2% +$34.8K 0.05% 139
2023
Q2 		$1.64M Sell
14,098
-99,768
-88% -$11.3M 0.06% 124
2023
Q1 		$838K Sell
113,866
-3,788
-3% -$409K 0.03% 172
2022
Q4 		$902K Buy
117,654
+110,551
+1,556% +$11.3M 0.03% 173
2022
Q3 		$531K Buy
7,103
+990
+16% +$88.4K 0.02% 206
2022
Q2 		$562K Sell
6,113
-213
-3% -$18.9K 0.02% 205
2022
Q1 		$523K Buy
6,326
+111
+2% +$8.75K 0.02% 230
2021
Q4 		$404K Buy
6,215
+17
+0.3% +$1.35K 0.01% 260
2021
Q3 		$394K Hold
6,198
– – 0.01% 255
2021
Q2 		$408K Sell
6,198
-628
-9% -$46.7K 0.02% 264
2021
Q1 		$506K Buy
6,826
+1,614
+31% +$119K 0.02% 218
2020
Q4 		$410K Buy
5,212
+53
+1% +$4.05K 0.03% 165
2020
Q3 		$411K Buy
5,159
+514
+11% +$40.3K 0.03% 148
2020
Q2 		$384K Sell
4,645
-660
-12% -$49.7K 0.04% 134
2020
Q1 		$392K Sell
5,305
-2,862
-35% -$225K 0.06% 116
2019
Q4 		$714K Buy
8,167
+81
+1% +$6.65K 0.09% 100
2019
Q3 		$654K Buy
+8,086
New +$648K 0.08% 125

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

Evoke Wealth's MRK Position: Q1 2026 in Review

Evoke Wealth increased its Merck (MRK) stake by 3% in Q1 2026, buying an estimated $99.2K and bringing the position to 29,595 shares worth $3.58M. The position accounts for 0.06% of the portfolio, ranked #109.

Evoke Wealth first reported a position in MRK in Q3 2019 and has held it in 25 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Evoke Wealth held 29,595 shares of Merck worth $3.58M as of Q1 2026.
  • Evoke Wealth bought 859 Merck shares in Q1 2026, an estimated $99.2K.
  • Merck made up 0.06% of Evoke Wealth's portfolio in Q1 2026, its #109 holding.
  • Evoke Wealth first reported a position in Merck in Q3 2019 and has held it in 25 quarters since.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

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