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Flagship Wealth Advisors’s Merck MRK Stock Holding History

Flagship Wealth Advisors’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 		$55.3K Sell
699
-663
-49% -$76.5K 0.02% 192
2025
Q4 		$143K Sell
1,362
-331
-20% -$31.1K 0.04% 140
2025
Q3 		$142K Sell
1,693
-1,156
-41% -$95.2K 0.05% 142
2025
Q2 		$226K Hold
2,849
– – 0.09% 106
2025
Q1 		$256K Hold
2,849
– – 0.11% 96
2024
Q4 		$283K Buy
+2,849
New +$294K 0.17% 75

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

Flagship Wealth Advisors's MRK Position: Q1 2026 in Review

Flagship Wealth Advisors reduced its Merck (MRK) stake by 49% in Q1 2026, selling an estimated $76.5K and leaving 699 shares worth $55.3K. The position accounts for 0.02% of the portfolio, ranked #192.

Flagship Wealth Advisors first reported a position in MRK in Q4 2024 and has held it in 6 quarters since. The position peaked at $283K in Q4 2024. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Flagship Wealth Advisors held 699 shares of Merck worth $55.3K as of Q1 2026.
  • Flagship Wealth Advisors sold 663 Merck shares in Q1 2026, an estimated $76.5K.
  • Merck made up 0.02% of Flagship Wealth Advisors's portfolio in Q1 2026, its #192 holding.
  • Flagship Wealth Advisors first reported a position in Merck in Q4 2024 and has held it in 6 quarters since.
  • Flagship Wealth Advisors's Merck position peaked at $283K in Q4 2024.
  • 3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.