Horizons Wealth Management’s Merck MRK Stock Holding History

Horizons 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	$35.8K	Sell	298 -46	-13%	-$5.31K	0.02%	113
2025 Q4	$36.2K	Hold	344	–	–	0.02%	113
2025 Q3	$28.9K	Sell	344 -27	-7%	-$2.22K	0.02%	120
2025 Q2	$29.4K	Sell	371 -32	-8%	-$2.54K	0.02%	118
2025 Q1	$36.2K	Hold	403	–	–	0.03%	111
2024 Q4	$40.1K	Hold	403	–	–	0.03%	103
2024 Q3	$45.8K	Sell	403 -81	-17%	-$9.62K	0.04%	101
2024 Q2	$60.9K	Hold	484	–	–	0.05%	91
2024 Q1	$52.8K	Hold	484	–	–	0.03%	89
2023 Q4	$52.8K	Hold	484	–	–	0.03%	89
2023 Q3	$49.8K	Hold	484	–	–	0.04%	88
2023 Q2	$55.8K	Buy	484 +27	+6%	+$3.07K	0.04%	88
2023 Q1	$48.6K	Hold	457	–	–	0.04%	88
2022 Q4	$51K	Hold	457	–	–	0.04%	89
2022 Q3	$39K	Hold	457	–	–	0.04%	85
2022 Q2	$42K	Buy	+457	New	+$40.5K	0.03%	88

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

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

Horizons Wealth Management reduced its Merck (MRK) stake by 13% in Q1 2026, selling an estimated $5.31K and leaving 298 shares worth $35.8K. The position accounts for 0.02% of the portfolio, ranked #113.

Horizons Wealth Management first reported a position in MRK in Q2 2022 and has held it in 16 quarters since. The position peaked at $60.9K in Q2 2024. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Horizons Wealth Management held 298 shares of Merck worth $35.8K as of Q1 2026.
Horizons Wealth Management sold 46 Merck shares in Q1 2026, an estimated $5.31K.
Merck made up 0.02% of Horizons Wealth Management's portfolio in Q1 2026, its #113 holding.
Horizons Wealth Management first reported a position in Merck in Q2 2022 and has held it in 16 quarters since.
Horizons Wealth Management's Merck position peaked at $60.9K in Q2 2024.
3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.