HWM
MRK icon

HB Wealth Management’s Merck MRK Stock Holding History

HB 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 		$29M Buy
241,439
+13,245
+6% +$1.53M 0.19% 70
2025
Q4 		$24M Buy
228,194
+1,304
+0.6% +$122K 0.16% 78
2025
Q3 		$19M Buy
226,890
+30,115
+15% +$2.48M 0.13% 90
2025
Q2 		$15.6M Sell
196,775
-805
-0.4% -$64K 0.12% 92
2025
Q1 		$17.7M Buy
197,580
+43,404
+28% +$4.05M 0.15% 81
2024
Q4 		$15.3M Buy
154,176
+6,405
+4% +$660K 0.16% 70
2024
Q3 		$16.8M Buy
147,771
+3,942
+3% +$468K 0.18% 62
2024
Q2 		$17.8M Buy
143,829
+16,560
+13% +$2.13M 0.21% 53
2024
Q1 		$16.8M Buy
127,269
+8,912
+8% +$1.1M 0.21% 55
2023
Q4 		$12.9M Buy
118,357
+10,443
+10% +$1.08M 0.19% 64
2023
Q3 		$11.1M Buy
107,914
+6,117
+6% +$659K 0.18% 63
2023
Q2 		$11.7M Buy
101,797
+4,946
+5% +$562K 0.19% 62
2023
Q1 		$10.3M Buy
96,851
+3,562
+4% +$385K 0.18% 65
2022
Q4 		$10.4M Buy
93,289
+7,251
+8% +$741K 0.19% 62
2022
Q3 		$7.41M Sell
86,038
-3,893
-4% -$348K 0.16% 70
2022
Q2 		$8.2M Buy
89,931
+19,671
+28% +$1.74M 0.17% 62
2022
Q1 		$5.76M Buy
70,260
+21,269
+43% +$1.68M 0.11% 96
2021
Q4 		$3.75M Buy
+48,991
New +$3.9M 0.08% 101

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

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

HB Wealth Management increased its Merck (MRK) stake by 5.8% in Q1 2026, buying an estimated $1.53M and bringing the position to 241,439 shares worth $29M. The position accounts for 0.19% of the portfolio, ranked #70.

HB Wealth Management first reported a position in MRK in Q4 2021 and has held it in 18 quarters since. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • HB Wealth Management held 241,439 shares of Merck worth $29M as of Q1 2026.
  • HB Wealth Management bought 13,245 Merck shares in Q1 2026, an estimated $1.53M.
  • Merck made up 0.19% of HB Wealth Management's portfolio in Q1 2026, its #70 holding.
  • HB Wealth Management first reported a position in Merck in Q4 2021 and has held it in 18 quarters since.
  • 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.