Graybill Wealth Management’s Merck MRK Stock Holding History

Graybill 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	$1.21M	Hold	10,047	–	–	0.37%	50
2025 Q4	$1.06M	Hold	10,047	–	–	0.31%	53
2025 Q3	$843K	Hold	10,047	–	–	0.26%	54
2025 Q2	$795K	Hold	10,047	–	–	0.26%	55
2025 Q1	$902K	Buy	+10,047	New	+$938K	0.31%	54
2024 Q3	$210K	Sell	1,850 -150	-8%	-$17.8K	0.08%	57
2024 Q2	$248K	Buy	+2,000	New	+$258K	0.1%	56
2017 Q4	–	Sell	-65,873	Closed	-$4.03M	–	50
2017 Q3	$4.03M	Buy	65,873 +304	+0.5%	+$18.4K	2.98%	4
2017 Q2	$4.01M	Buy	65,569 +1,271	+2%	+$77.4K	3.17%	5
2017 Q1	$3.9M	Buy	64,298 +1,219	+2%	+$74K	3.09%	5
2016 Q4	$3.54M	Buy	63,079 +1,661	+3%	+$97.2K	3.02%	13
2016 Q3	$3.66M	Sell	61,418 -660	-1%	-$38.6K	3.4%	3
2016 Q2	$3.41M	Sell	62,078 -1,174	-2%	-$62.5K	3.16%	5
2016 Q1	$3.19M	Buy	+63,252	New	+$3.1M	2.88%	11

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

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

Graybill Wealth Management held its Merck (MRK) position steady in Q1 2026 at 10,047 shares worth $1.21M. The position accounts for 0.37% of the portfolio, ranked #50.

Graybill Wealth Management first reported a position in MRK in Q1 2016 and has held it in 14 quarters since. The position peaked at $4.03M in Q3 2017. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Graybill Wealth Management held 10,047 shares of Merck worth $1.21M as of Q1 2026.
Graybill Wealth Management left its Merck share count unchanged in Q1 2026.
Merck made up 0.37% of Graybill Wealth Management's portfolio in Q1 2026, its #50 holding.
Graybill Wealth Management first reported a position in Merck in Q1 2016 and has held it in 14 quarters since.
Graybill Wealth Management's Merck position peaked at $4.03M in Q3 2017.
3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

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