FWM
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Finer Wealth Management’s Merck MRK Stock Holding History

Finer 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 		$5.46M Sell
45,355
-225
-0.5% -$26K 2.74% 11
2025
Q4 		$4.8M Buy
45,580
+1,746
+4% +$164K 2.32% 12
2025
Q3 		$3.68M Buy
43,834
+1,072
+3% +$88.3K 1.83% 13
2025
Q2 		$3.39M Buy
42,762
+430
+1% +$34.2K 1.81% 14
2025
Q1 		$3.8M Buy
42,332
+275
+0.7% +$25.7K 2.28% 12
2024
Q4 		$4.18M Buy
42,057
+21
+0% +$2.17K 2.4% 11
2024
Q3 		$4.77M Sell
42,036
-954
-2% -$113K 2.95% 8
2024
Q2 		$5.32M Sell
42,990
-2,052
-5% -$264K 3.43% 8
2024
Q1 		$5.94M Buy
45,042
+792
+2% +$97.6K 3.9% 7
2023
Q4 		$4.82M Sell
44,250
-691
-2% -$71.7K 3.59% 6
2023
Q3 		$4.63M Buy
44,941
+705
+2% +$76K 3.7% 5
2023
Q2 		$5.1M Buy
44,236
+155
+0.4% +$17.6K 3.99% 5
2023
Q1 		$4.69M Buy
44,081
+1,194
+3% +$129K 3.96% 4
2022
Q4 		$4.76M Buy
42,887
+119
+0.3% +$12.2K 4.45% 4
2022
Q3 		$3.68M Sell
42,768
-236
-0.5% -$21.1K 3.62% 5
2022
Q2 		$3.92M Buy
43,004
+53
+0.1% +$4.7K 3.58% 4
2022
Q1 		$3.52M Buy
42,951
+1,856
+5% +$146K 2.88% 8
2021
Q4 		$3.15M Buy
+41,095
New +$3.27M 2.61% 9

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

Finer Wealth Management's MRK Position: Q1 2026 in Review

Finer Wealth Management reduced its Merck (MRK) stake by 0.49% in Q1 2026, selling an estimated $26K and leaving 45,355 shares worth $5.46M. The position accounts for 2.74% of the portfolio, ranked #11.

Finer Wealth Management first reported a position in MRK in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.94M in Q1 2024. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Finer Wealth Management held 45,355 shares of Merck worth $5.46M as of Q1 2026.
  • Finer Wealth Management sold 225 Merck shares in Q1 2026, an estimated $26K.
  • Merck made up 2.74% of Finer Wealth Management's portfolio in Q1 2026, its #11 holding.
  • Finer Wealth Management first reported a position in Merck in Q4 2021 and has held it in 18 quarters since.
  • Finer Wealth Management's Merck position peaked at $5.94M in Q1 2024.
  • 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Finer Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.