PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Merck MRK Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$456K	Buy	3,551 +70	+2%	+$8.19K	0.12%	112
2026 Q1	$419K	Sell	3,481 -123	-3%	-$14.2K	0.12%	113
2025 Q4	$379K	Buy	3,604 +3,452	+2,271%	+$324K	0.11%	116
2025 Q3	$12.8K	Sell	152 -99	-39%	-$8.15K	﹤0.01%	389
2025 Q2	$19.9K	Sell	251 -99	-28%	-$7.87K	0.01%	328
2025 Q1	$31.5K	Sell	350 -547	-61%	-$51.1K	0.01%	305
2024 Q4	$89.2K	Sell	897 -102	-10%	-$10.5K	0.04%	197
2024 Q3	$113K	Buy	+999	New	+$119K	0.06%	151
2023 Q1	–	Sell	-525	Closed	-$58.3K	–	334
2022 Q4	$58.3K	Buy	+525	New	+$53.7K	0.05%	148

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s MRK Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Merck (MRK) stake by 2% in Q2 2026, buying an estimated $8.19K and bringing the position to 3,551 shares worth $456K. The position accounts for 0.12% of the portfolio, ranked #112.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in MRK in Q4 2022 and has held it in 9 quarters since. 2,532 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 3,551 shares of Merck worth $456K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 70 Merck shares in Q2 2026, an estimated $8.19K.
Merck made up 0.12% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #112 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Merck in Q4 2022 and has held it in 9 quarters since.
2,532 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.