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Garrett Wealth Advisory Group’s Merck MRK Stock Holding History

Garrett Wealth Advisory Group’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 		$766K Buy
6,365
+1,712
+37% +$198K 0.14% 57
2025
Q4 		$490K Hold
4,653
– – 0.09% 73
2025
Q3 		$391K Sell
4,653
-40
-0.9% -$3.29K 0.08% 80
2025
Q2 		$371K Hold
4,693
– – 0.08% 76
2025
Q1 		$421K Sell
4,693
-22
-0.5% -$2.05K 0.09% 66
2024
Q4 		$469K Buy
4,715
+986
+26% +$102K 0.11% 59
2024
Q3 		$423K Hold
3,729
– – 0.1% 60
2024
Q2 		$462K Sell
3,729
-95
-2% -$12.2K 0.17% 52
2024
Q1 		$505K Hold
3,824
– – 0.21% 32
2023
Q4 		$417K Buy
3,824
+290
+8% +$30.1K 0.17% 32
2023
Q3 		$364K Buy
3,534
+251
+8% +$27.1K 0.17% 38
2023
Q2 		$379K Buy
3,283
+159
+5% +$18.1K 0.17% 36
2023
Q1 		$332K Buy
3,124
+370
+13% +$39.9K 0.16% 35
2022
Q4 		$306K Hold
2,754
– – 0.16% 36
2022
Q3 		$237K Buy
2,754
+210
+8% +$18.7K 0.13% 40
2022
Q2 		$232K Hold
2,544
– – 0.13% 44
2022
Q1 		$209K Buy
+2,544
New +$201K 0.11% 58
2021
Q1 		– Sell
-2,790
Closed -$218K – 50
2020
Q4 		$218K Hold
2,790
– – 0.16% 45
2020
Q3 		$221K Sell
2,790
-550
-16% -$43.1K 0.17% 45
2020
Q2 		$247K Hold
3,340
– – 0.2% 40
2020
Q1 		$246K Buy
3,340
+148
+5% +$11.6K 0.23% 36
2019
Q4 		$278K Sell
3,192
-126
-4% -$10.3K 0.21% 40
2019
Q3 		$267K Hold
3,318
– – 0.19% 40
2019
Q2 		$265K Sell
3,318
-210
-6% -$16.1K 0.21% 42
2019
Q1 		$280K Buy
3,528
+56
+2% +$4.19K 0.23% 41
2018
Q4 		$251K Buy
+3,472
New +$245K 0.23% 37

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

Garrett Wealth Advisory Group's MRK Position: Q1 2026 in Review

Garrett Wealth Advisory Group increased its Merck (MRK) stake by 37% in Q1 2026, buying an estimated $198K and bringing the position to 6,365 shares worth $766K. The position accounts for 0.14% of the portfolio, ranked #57.

Garrett Wealth Advisory Group first reported a position in MRK in Q4 2018 and has held it in 26 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Garrett Wealth Advisory Group held 6,365 shares of Merck worth $766K as of Q1 2026.
  • Garrett Wealth Advisory Group bought 1,712 Merck shares in Q1 2026, an estimated $198K.
  • Merck made up 0.14% of Garrett Wealth Advisory Group's portfolio in Q1 2026, its #57 holding.
  • Garrett Wealth Advisory Group first reported a position in Merck in Q4 2018 and has held it in 26 quarters since.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Garrett Wealth Advisory Group's 13F filing for Q1 2026, filed 27 Apr 2026.