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
Q2 		$5.83M Buy
45,368
+13
+0% +$1.52K 2.61% 11
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 $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

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

Finer Wealth Management increased its Merck (MRK) stake by 0.03% in Q2 2026, buying an estimated $1.52K and bringing the position to 45,368 shares worth $5.83M. The position accounts for 2.61% of the portfolio, ranked #11.

Finer Wealth Management first reported a position in MRK in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.94M in Q1 2024. 3,841 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Finer Wealth Management held 45,368 shares of Merck worth $5.83M as of Q2 2026.
  • Finer Wealth Management bought 13 Merck shares in Q2 2026, an estimated $1.52K.
  • Merck made up 2.61% of Finer Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Finer Wealth Management first reported a position in Merck in Q4 2021 and has held it in 19 quarters since.
  • Finer Wealth Management's Merck position peaked at $5.94M in Q1 2024.
  • 3,841 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Finer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.