Forvis Mazars Wealth Advisors’s Merck MRK Stock Holding History

Forvis Mazars 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	$5.92M	Buy	49,228 +58	+0.1%	+$6.7K	0.11%	87
2025 Q4	$5.18M	Sell	49,170 -3,500	-7%	-$329K	0.1%	96
2025 Q3	$4.42M	Sell	52,670 -607	-1%	-$50K	0.09%	100
2025 Q2	$4.22M	Sell	53,277 -557	-1%	-$44.3K	0.09%	99
2025 Q1	$4.83M	Buy	53,834 +3,014	+6%	+$281K	0.12%	88
2024 Q4	$5.06M	Sell	50,820 -4,536	-8%	-$468K	0.12%	88
2024 Q3	$6.29M	Sell	55,356 -1,630	-3%	-$194K	0.14%	82
2024 Q2	$7.05M	Buy	56,986 +2,298	+4%	+$296K	0.18%	72
2024 Q1	$7.22M	Sell	54,688 -3,447	-6%	-$425K	0.18%	73
2023 Q4	$6.34M	Sell	58,135 -2,775	-5%	-$288K	0.18%	73
2023 Q3	$6.27M	Sell	60,910 -17,808	-23%	-$1.92M	0.19%	72
2023 Q2	$9.08M	Buy	78,718 +18,024	+30%	+$2.05M	0.27%	65
2023 Q1	$6.46M	Buy	60,694 +2,237	+4%	+$242K	0.21%	71
2022 Q4	$6.49M	Sell	58,457 -1,230	-2%	-$126K	0.23%	69
2022 Q3	$5.14M	Buy	59,687 +1,535	+3%	+$137K	0.21%	70
2022 Q2	$5.3M	Buy	58,152 +17,677	+44%	+$1.57M	0.21%	67
2022 Q1	$3.32M	Buy	40,475 +3,322	+9%	+$262K	0.14%	76
2021 Q4	$2.85M	Buy	37,153 +1,549	+4%	+$123K	0.12%	84
2021 Q3	$2.67M	Buy	35,604 +854	+2%	+$65K	0.12%	81
2021 Q2	$2.7M	Sell	34,750 -2,564	-7%	-$191K	0.13%	80
2021 Q1	$2.75M	Sell	37,314 -9,842	-21%	-$726K	0.14%	76
2020 Q4	$3.68M	Buy	47,156 +2,807	+6%	+$215K	0.18%	62
2020 Q3	$3.51M	Buy	44,349 +1,091	+3%	+$85.5K	0.2%	54
2020 Q2	$3.19M	Buy	43,258 +5,627	+15%	+$424K	0.21%	54
2020 Q1	$2.76M	Buy	37,631 +4,909	+15%	+$386K	0.23%	49
2019 Q4	$2.84M	Buy	32,722 +1,099	+3%	+$90.3K	0.2%	65
2019 Q3	$2.54M	Sell	31,623 -699	-2%	-$56K	0.2%	66
2019 Q2	$2.59M	Sell	32,322 -1,664	-5%	-$127K	0.21%	64
2019 Q1	$2.7M	Buy	33,986 +16,062	+90%	+$1.2M	0.22%	65
2018 Q4	$1.31M	Sell	17,924 -11,573	-39%	-$817K	0.13%	80
2018 Q3	$2M	Buy	29,497 +2,096	+8%	+$134K	0.18%	72
2018 Q2	$1.59M	Buy	27,401 +703	+3%	+$39.7K	0.15%	83
2018 Q1	$1.39M	Buy	26,698 +10,147	+61%	+$548K	0.14%	84
2017 Q4	$889K	Sell	16,551 -4,036	-20%	-$224K	0.09%	105
2017 Q3	$1.26M	Sell	20,587 -10,612	-34%	-$643K	0.14%	80
2017 Q2	$1.91M	Buy	31,199 +12,119	+64%	+$738K	0.22%	71
2017 Q1	$1.16M	Sell	19,080 -1,263	-6%	-$76.6K	0.14%	80
2016 Q4	$1.14M	Buy	20,343 +1,259	+7%	+$73.7K	0.15%	75
2016 Q3	$1.14M	Sell	19,084 -11,556	-38%	-$676K	0.16%	74
2016 Q2	$1.69M	Sell	30,640 -579	-2%	-$30.8K	0.25%	54
2016 Q1	$1.58M	Sell	31,219 -907	-3%	-$44.4K	0.25%	51
2015 Q4	$1.62M	Buy	32,126 +10,807	+51%	+$545K	0.24%	47
2015 Q3	$1M	Buy	21,319 +730	+4%	+$38.8K	0.18%	64
2015 Q2	$1.12M	Sell	20,589 -2,377	-10%	-$133K	0.17%	71
2015 Q1	$1.26M	Buy	22,966 +3,111	+16%	+$176K	0.18%	69
2014 Q4	$1.08M	Buy	19,855 +2,017	+11%	+$112K	0.18%	69
2014 Q3	$1.01M	Sell	17,838 -225	-1%	-$12.6K	0.17%	68
2014 Q2	$997K	Sell	18,063 -3,647	-17%	-$199K	0.17%	69
2014 Q1	$1.18M	Buy	21,710 +2,393	+12%	+$124K	0.21%	70
2013 Q4	$923K	Buy	19,317 +878	+5%	+$40.1K	0.17%	80
2013 Q3	$838K	Buy	18,439 +6,426	+53%	+$293K	0.17%	81
2013 Q2	$532K	Buy	+12,013	New	+$537K	0.42%	61

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Forvis Mazars Wealth Advisors's MRK Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors increased its Merck (MRK) stake by 0.12% in Q1 2026, buying an estimated $6.7K and bringing the position to 49,228 shares worth $5.92M. The position accounts for 0.11% of the portfolio, ranked #87.

Forvis Mazars Wealth Advisors first reported a position in MRK in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.08M in Q2 2023. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Forvis Mazars Wealth Advisors held 49,228 shares of Merck worth $5.92M as of Q1 2026.
Forvis Mazars Wealth Advisors bought 58 Merck shares in Q1 2026, an estimated $6.7K.
Merck made up 0.11% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #87 holding.
Forvis Mazars Wealth Advisors first reported a position in Merck in Q2 2013 and has held it in 52 quarters since.
Forvis Mazars Wealth Advisors's Merck position peaked at $9.08M in Q2 2023.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.