FRG Family Wealth Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.68M | Sell |
30,597
-4,142
| -12% | -$478K | 0.6% | 42 |
|
|
2025
Q4 | $3.66M | Sell |
34,739
-509
| -1% | -$47.8K | 0.57% | 42 |
|
|
2025
Q3 | $2.96M | Sell |
35,248
-6,630
| -16% | -$546K | 0.48% | 47 |
|
|
2025
Q2 | $3.32M | Sell |
41,878
-263
| -0.6% | -$20.9K | 0.58% | 38 |
|
|
2025
Q1 | $3.78M | Sell |
42,141
-3,086
| -7% | -$288K | 0.73% | 34 |
|
|
2024
Q4 | $4.5M | Sell |
45,227
-1,880
| -4% | -$194K | 0.82% | 31 |
|
|
2024
Q3 | $5.35M | Sell |
47,107
-420
| -0.9% | -$49.9K | 0.96% | 28 |
|
|
2024
Q2 | $5.28M | Sell |
47,527
-209
| -0.4% | -$26.9K | 1.02% | 25 |
|
|
2024
Q1 | $6.17M | Sell |
47,736
-5,900
| -11% | -$727K | 1.21% | 22 |
|
|
2023
Q4 | $5.85M | Sell |
53,636
-1,171
| -2% | -$122K | 1.19% | 22 |
|
|
2023
Q3 | $5.64M | Sell |
54,807
-1,121
| -2% | -$121K | 1.28% | 22 |
|
|
2023
Q2 | $6.45M | Sell |
55,928
-1,839
| -3% | -$209K | 1.41% | 20 |
|
|
2023
Q1 | $6.15M | Sell |
57,767
-550
| -0.9% | -$59.4K | 1.4% | 23 |
|
|
2022
Q4 | $6.47M | Sell |
58,317
-2,565
| -4% | -$262K | 1.54% | 20 |
|
|
2022
Q3 | $5.24M | Sell |
60,882
-425
| -0.7% | -$37.9K | 1.29% | 23 |
|
|
2022
Q2 | $5.59M | Buy |
61,307
+500
| +0.8% | +$44.3K | 1.29% | 25 |
|
|
2022
Q1 | $4.99M | Buy |
60,807
+3,970
| +7% | +$313K | 0.97% | 28 |
|
|
2021
Q4 | $4.36M | Buy |
56,837
+874
| +2% | +$69.6K | 0.81% | 31 |
|
|
2021
Q3 | $4.2M | Buy |
55,963
+280
| +0.5% | +$21.3K | 0.83% | 31 |
|
|
2021
Q2 | $4.33M | Sell |
55,683
-1,153
| -2% | -$85.8K | 0.82% | 32 |
|
|
2021
Q1 | $4.18M | Buy |
56,836
+3,725
| +7% | +$275K | 0.85% | 32 |
|
|
2020
Q4 | $4.14M | Hold |
53,111
| – | – | 0.9% | 30 |
|
|
2020
Q3 | $4.2M | Sell |
53,111
-277
| -0.5% | -$21.7K | 1.02% | 31 |
|
|
2020
Q2 | $3.94M | Buy |
53,388
+5,004
| +10% | +$377K | 1.04% | 29 |
|
|
2020
Q1 | $3.55M | Buy |
48,384
+734
| +2% | +$57.7K | 1.08% | 29 |
|
|
2019
Q4 | $4.13M | Sell |
47,650
-1,163
| -2% | -$95.5K | 1% | 30 |
|
|
2019
Q3 | $3.92M | Sell |
48,813
-2,759
| -5% | -$221K | 1.01% | 31 |
|
|
2019
Q2 | $4.13M | Sell |
51,572
-1,322
| -2% | -$101K | 1.09% | 30 |
|
|
2019
Q1 | $4.2M | Sell |
52,894
-1,786
| -3% | -$134K | 1.19% | 25 |
|
|
2018
Q4 | $3.99M | Sell |
54,680
-1,667
| -3% | -$118K | 1.3% | 24 |
|
|
2018
Q3 | $3.81M | Sell |
56,347
-5,086
| -8% | -$324K | 1.05% | 26 |
|
|
2018
Q2 | $3.56M | Sell |
61,433
-73
| -0.1% | -$4.12K | 1.06% | 23 |
|
|
2018
Q1 | $3.2M | Sell |
61,506
-352
| -0.6% | -$19K | 1.06% | 24 |
|
|
2017
Q4 | $3.32M | Buy |
61,858
+1,746
| +3% | +$96.8K | 1.07% | 25 |
|
|
2017
Q3 | $3.67M | Buy |
60,112
+1,350
| +2% | +$81.8K | 1.27% | 22 |
|
|
2017
Q2 | $3.59M | Buy |
58,762
+1,619
| +3% | +$98.6K | 1.32% | 20 |
|
|
2017
Q1 | $3.46M | Buy |
57,143
+682
| +1% | +$41.4K | 1.35% | 20 |
|
|
2016
Q4 | $3.17M | Buy |
56,461
+2,555
| +5% | +$150K | 1.33% | 24 |
|
|
2016
Q3 | $3.21M | Buy |
53,906
+1
| +0% | +$58 | 1.45% | 19 |
|
|
2016
Q2 | $2.96M | Buy |
53,905
+1,355
| +3% | +$72.1K | 1.34% | 21 |
|
|
2016
Q1 | $2.67M | Sell |
52,550
-3,761
| -7% | -$184K | 1.29% | 21 |
|
|
2015
Q4 | $2.84M | Buy |
+56,311
| New | +$2.84M | 1.38% | 18 |
|
Other funds holding MRK
VCM
VPM
FRG Family Wealth Advisors's MRK Position: Q1 2026 in Review
FRG Family Wealth Advisors reduced its Merck (MRK) stake by 12% in Q1 2026, selling an estimated $478K and leaving 30,597 shares worth $3.68M. The position accounts for 0.6% of the portfolio, ranked #42.
FRG Family Wealth Advisors first reported a position in MRK in Q4 2015 and has held it in 42 quarters since. The position peaked at $6.47M in Q4 2022. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.
- FRG Family Wealth Advisors held 30,597 shares of Merck worth $3.68M as of Q1 2026.
- FRG Family Wealth Advisors sold 4,142 Merck shares in Q1 2026, an estimated $478K.
- Merck made up 0.6% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #42 holding.
- FRG Family Wealth Advisors first reported a position in Merck in Q4 2015 and has held it in 42 quarters since.
- FRG Family Wealth Advisors's Merck position peaked at $6.47M in Q4 2022.
- 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.
Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.