Howard Wealth Management
MRK icon

Howard Wealth Management’s Merck MRK Stock Holding History

Howard 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
Q3 		$619K Buy
4,258
+166
+4% +$22.9K 0.22% 78
2026
Q2 		$526K Buy
4,092
+249
+6% +$29.1K 0.19% 89
2026
Q1 		$462K Sell
3,843
-60
-2% -$6.93K 0.19% 91
2025
Q4 		$411K Sell
3,903
-314
-7% -$29.5K 0.18% 89
2025
Q3 		$354K Sell
4,217
-11
-0.3% -$906 0.16% 94
2025
Q2 		$335K Sell
4,228
-190
-4% -$15.1K 0.17% 90
2025
Q1 		$397K Buy
4,418
+2
+0% +$187 0.22% 82
2024
Q4 		$439K Buy
4,416
+7
+0.2% +$722 0.24% 80
2024
Q3 		$501K Buy
4,409
+81
+2% +$9.6K 0.29% 71
2024
Q2 		$536K Sell
4,328
-10
-0.2% -$1.29K 0.42% 57
2024
Q1 		$572K Buy
4,338
+65
+2% +$8.01K 0.47% 50
2023
Q4 		$466K Hold
4,273
– – 0.39% 57
2023
Q3 		$440K Sell
4,273
-18
-0.4% -$1.94K 0.41% 53
2023
Q2 		$495K Hold
4,291
– – 0.43% 55
2023
Q1 		$457K Hold
4,291
– – 0.38% 62
2022
Q4 		$476K Sell
4,291
-32
-0.7% -$3.27K 0.39% 63
2022
Q3 		$372K Buy
+4,323
New +$386K 0.26% 74
2022
Q2 		– Sell
-4,266
Closed -$350K – 104
2022
Q1 		$350K Hold
4,266
– – 0.19% 95
2021
Q4 		$326K Buy
4,266
+70
+2% +$5.58K 0.17% 99
2021
Q3 		$315K Sell
4,196
-19
-0.5% -$1.44K 0.18% 97
2021
Q2 		$327K Sell
4,215
-202
-5% -$15K 0.18% 97
2021
Q1 		$324K Hold
4,417
– – 0.19% 96
2020
Q4 		$344K Sell
4,417
-2,189
-33% -$167K 0.21% 92
2020
Q3 		$522K Buy
6,606
+99
+2% +$7.75K 0.37% 64
2020
Q2 		$480K Sell
6,507
-52
-0.8% -$3.92K 0.39% 62
2020
Q1 		$481K Hold
6,559
– – 0.51% 50
2019
Q4 		$569K Buy
+6,559
New +$539K 0.48% 50

Other funds holding MRK

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Howard Wealth Management's MRK Position: Q3 2026 in Review

Howard Wealth Management increased its Merck (MRK) stake by 4.1% in Q3 2026, buying an estimated $22.9K and bringing the position to 4,258 shares worth $619K. The position accounts for 0.22% of the portfolio, ranked #78.

Howard Wealth Management first reported a position in MRK in Q4 2019 and has held it in 27 quarters since. 2,886 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Howard Wealth Management held 4,258 shares of Merck worth $619K as of Q3 2026.
  • Howard Wealth Management bought 166 Merck shares in Q3 2026, an estimated $22.9K.
  • Merck made up 0.22% of Howard Wealth Management's portfolio in Q3 2026, its #78 holding.
  • Howard Wealth Management first reported a position in Merck in Q4 2019 and has held it in 27 quarters since.
  • 2,886 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Howard Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.