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Guardian Wealth Advisors (North Carolina)’s Merck MRK Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$1.14M Sell
9,503
-303
-3% -$35K 0.07% 139
2025
Q4 		$1.03M Sell
9,806
-154
-2% -$14.5K 0.06% 151
2025
Q3 		$836K Buy
9,960
+16
+0.2% +$1.32K 0.05% 160
2025
Q2 		$787K Buy
9,944
+876
+10% +$69.6K 0.06% 163
2025
Q1 		$814K Sell
9,068
-236
-3% -$22K 0.07% 145
2024
Q4 		$926K Buy
9,304
+1,052
+13% +$108K 0.07% 135
2024
Q3 		$937K Sell
8,252
-62
-0.7% -$7.37K 0.1% 108
2024
Q2 		$1.03M Buy
8,314
+111
+1% +$14.3K 0.12% 96
2024
Q1 		$1.08M Buy
8,203
+398
+5% +$49.1K 0.13% 93
2023
Q4 		$851K Sell
7,805
-364
-4% -$37.8K 0.13% 98
2023
Q3 		$847K Buy
8,169
+124
+2% +$13.4K 0.14% 89
2023
Q2 		$934K Buy
8,045
+523
+7% +$59.4K 0.16% 78
2023
Q1 		$806K Buy
7,522
+166
+2% +$17.9K 0.14% 84
2022
Q4 		$822K Hold
7,356
– – 0.16% 80
2022
Q3 		$639K Sell
7,356
-25
-0.3% -$2.23K 0.12% 91
2022
Q2 		$678K Buy
7,381
+2,704
+58% +$240K 0.12% 87
2022
Q1 		$387K Sell
4,677
-2,136
-31% -$168K 0.17% 105
2021
Q4 		$522K Buy
+6,813
New +$543K 0.22% 86

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

Guardian Wealth Advisors (North Carolina)'s MRK Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Merck (MRK) stake by 3.1% in Q1 2026, selling an estimated $35K and leaving 9,503 shares worth $1.14M. The position accounts for 0.07% of the portfolio, ranked #139.

Guardian Wealth Advisors (North Carolina) first reported a position in MRK in Q4 2021 and has held it in 18 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 9,503 shares of Merck worth $1.14M as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) sold 303 Merck shares in Q1 2026, an estimated $35K.
  • Merck made up 0.07% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #139 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Merck in Q4 2021 and has held it in 18 quarters since.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.