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Financial Consulate’s Merck MRK Stock Holding History

Financial Consulate’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 		$909K Sell
7,558
-1,145
-13% -$132K 0.11% 56
2025
Q4 		$916K Sell
8,703
-164
-2% -$15.4K 0.13% 58
2025
Q3 		$744K Buy
+8,867
New +$730K 0.11% 64
2023
Q2 		– Sell
-5,729
Closed -$610K – 89
2023
Q1 		$610K Sell
5,729
-2,508
-30% -$271K 0.21% 50
2022
Q4 		$914K Sell
8,237
-200
-2% -$20.4K 0.32% 43
2022
Q3 		$727K Sell
8,437
-383
-4% -$34.2K 0.31% 43
2022
Q2 		$804K Sell
8,820
-404
-4% -$35.8K 0.38% 39
2022
Q1 		$757K Buy
9,224
+973
+12% +$76.7K 0.29% 48
2021
Q4 		$632K Buy
8,251
+21
+0.3% +$1.67K 0.22% 55
2021
Q3 		$618K Buy
8,230
+6
+0.1% +$456 0.22% 52
2021
Q2 		$640K Sell
8,224
-881
-10% -$65.5K 0.23% 51
2021
Q1 		$670K Sell
9,105
-12
-0.1% -$885 0.27% 49
2020
Q4 		$712K Sell
9,117
-419
-4% -$32K 0.31% 43
2020
Q3 		$755K Sell
9,536
-372
-4% -$29.1K 0.36% 37
2020
Q2 		$731K Sell
9,908
-337
-3% -$25.4K 0.37% 37
2020
Q1 		$752K Buy
10,245
+17
+0.2% +$1.34K 0.45% 38
2019
Q4 		$888K Buy
10,228
+99
+1% +$8.13K 0.39% 39
2019
Q3 		$814K Buy
10,129
+1,274
+14% +$102K 0.35% 43
2019
Q2 		$708K Buy
8,855
+2,216
+33% +$170K 0.32% 45
2019
Q1 		$527K Buy
6,639
+145
+2% +$10.8K 0.24% 62
2018
Q4 		$474K Buy
6,494
+35
+0.5% +$2.47K 0.28% 63
2018
Q3 		$437K Hold
6,459
– – 0.25% 75
2018
Q2 		$374K Buy
6,459
+702
+12% +$39.6K 0.19% 79
2018
Q1 		$299K Hold
5,757
– – 0.16% 87
2017
Q4 		$309K Sell
5,757
-387
-6% -$21.5K 0.16% 81
2017
Q3 		$375K Buy
+6,144
New +$372K 0.2% 72

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

Financial Consulate's MRK Position: Q1 2026 in Review

Financial Consulate reduced its Merck (MRK) stake by 13% in Q1 2026, selling an estimated $132K and leaving 7,558 shares worth $909K. The position accounts for 0.11% of the portfolio, ranked #56.

Financial Consulate first reported a position in MRK in Q3 2017 and has held it in 26 quarters since. The position peaked at $916K in Q4 2025. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Financial Consulate held 7,558 shares of Merck worth $909K as of Q1 2026.
  • Financial Consulate sold 1,145 Merck shares in Q1 2026, an estimated $132K.
  • Merck made up 0.11% of Financial Consulate's portfolio in Q1 2026, its #56 holding.
  • Financial Consulate first reported a position in Merck in Q3 2017 and has held it in 26 quarters since.
  • Financial Consulate's Merck position peaked at $916K in Q4 2025.
  • 3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.