HWM
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Hohimer Wealth Management’s Merck MRK Stock Holding History

Hohimer 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 		$3.64M Sell
30,220
-25,831
-46% -$2.98M 0.43% 71
2025
Q4 		$5.9M Sell
56,051
-528
-0.9% -$49.6K 0.79% 26
2025
Q3 		$4.75M Buy
56,579
+9,170
+19% +$755K 0.66% 39
2025
Q2 		$3.75M Sell
47,409
-2,195
-4% -$174K 0.67% 51
2025
Q1 		$4.45M Buy
49,604
+41,923
+546% +$3.91M 0.87% 33
2024
Q4 		$764K Buy
7,681
+4,895
+176% +$505K 0.14% 127
2024
Q3 		$316K Hold
2,786
– – 0.07% 164
2024
Q2 		$345K Sell
2,786
-58
-2% -$7.47K 0.08% 175
2024
Q1 		$375K Buy
+2,844
New +$351K 0.09% 177
2023
Q3 		– Sell
-1,800
Closed -$208K – 195
2023
Q2 		$208K Sell
1,800
-298
-14% -$33.8K 0.06% 179
2023
Q1 		$223K Hold
2,098
– – 0.06% 174
2022
Q4 		$233K Buy
+2,098
New +$214K 0.07% 147
2021
Q3 		– Sell
-2,672
Closed -$208K – 200
2021
Q2 		$208K Sell
2,672
-499
-16% -$37.1K 0.04% 173
2021
Q1 		$233K Sell
3,171
-16,236
-84% -$1.2M 0.06% 160
2020
Q4 		$1.51M Hold
19,407
– – 0.4% 81
2020
Q3 		$1.46M Sell
19,407
-5
-0% -$392 0.42% 82
2020
Q2 		$1.43M Sell
19,412
-61
-0.3% -$4.59K 0.49% 75
2020
Q1 		$1.56M Sell
19,473
-5
-0% -$393 0.66% 61
2019
Q4 		$1.69M Buy
+19,478
New +$1.6M 0.59% 74

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

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

Hohimer Wealth Management reduced its Merck (MRK) stake by 46% in Q1 2026, selling an estimated $2.98M and leaving 30,220 shares worth $3.64M. The position accounts for 0.43% of the portfolio, ranked #71.

Hohimer Wealth Management first reported a position in MRK in Q4 2019 and has held it in 19 quarters since. The position peaked at $5.9M in Q4 2025. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Hohimer Wealth Management held 30,220 shares of Merck worth $3.64M as of Q1 2026.
  • Hohimer Wealth Management sold 25,831 Merck shares in Q1 2026, an estimated $2.98M.
  • Merck made up 0.43% of Hohimer Wealth Management's portfolio in Q1 2026, its #71 holding.
  • Hohimer Wealth Management first reported a position in Merck in Q4 2019 and has held it in 19 quarters since.
  • Hohimer Wealth Management's Merck position peaked at $5.9M in Q4 2025.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Hohimer Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.