FWG Investments’s Merck MRK Stock Holding History

FWG Investments’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	$381K	Buy	3,169 +651	+26%	+$75.2K	0.24%	91
2025 Q4	$265K	Buy	+2,518	New	+$236K	0.17%	97

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

FWG Investments's MRK Position: Q1 2026 in Review

FWG Investments increased its Merck (MRK) stake by 26% in Q1 2026, buying an estimated $75.2K and bringing the position to 3,169 shares worth $381K. The position accounts for 0.24% of the portfolio, ranked #91.

FWG Investments first reported a position in MRK in Q4 2025 and has held it in 2 quarters since. 3,777 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

FWG Investments held 3,169 shares of Merck worth $381K as of Q1 2026.
FWG Investments bought 651 Merck shares in Q1 2026, an estimated $75.2K.
Merck made up 0.24% of FWG Investments's portfolio in Q1 2026, its #91 holding.
FWG Investments first reported a position in Merck in Q4 2025 and has held it in 2 quarters since.
3,777 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on FWG Investments's 13F filing for Q1 2026, filed 21 Apr 2026.