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Gibbs Wealth Management’s Merck MRK Stock Holding History

Gibbs Wealth Management’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 		$1.5M Buy
12,506
+7,447
+147% +$860K 0.2% 108
2025
Q4 		$559K Sell
5,059
-1,037
-17% -$97.3K 0.14% 180
2025
Q3 		$512K Sell
6,096
-248
-4% -$20.4K 0.12% 209
2025
Q2 		$502K Buy
6,344
+747
+13% +$59.4K 0.1% 224
2025
Q1 		$502K Buy
5,597
+793
+17% +$74K 0.12% 188
2024
Q4 		$478K Buy
4,804
+1,334
+38% +$138K 0.13% 175
2024
Q3 		$394K Buy
3,470
+1,176
+51% +$140K 0.13% 180
2024
Q2 		$284K Buy
2,294
+609
+36% +$78.4K 0.11% 190
2024
Q1 		$222K Buy
+1,685
New +$208K 0.13% 174

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Gibbs Wealth Management's MRK Position: Q1 2026 in Review

Gibbs Wealth Management increased its Merck (MRK) stake by 147% in Q1 2026, buying an estimated $860K and bringing the position to 12,506 shares worth $1.5M. The position accounts for 0.2% of the portfolio, ranked #108.

Gibbs Wealth Management first reported a position in MRK in Q1 2024 and has held it in 9 quarters since. 3,810 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Gibbs Wealth Management held 12,506 shares of Merck worth $1.5M as of Q1 2026.
  • Gibbs Wealth Management bought 7,447 Merck shares in Q1 2026, an estimated $860K.
  • Merck made up 0.2% of Gibbs Wealth Management's portfolio in Q1 2026, its #108 holding.
  • Gibbs Wealth Management first reported a position in Merck in Q1 2024 and has held it in 9 quarters since.
  • 3,810 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.