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Inlet Private Wealth’s Merck MRK Stock Holding History

Inlet Private Wealth’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 		$7.15M Sell
59,410
-10,000
-14% -$1.15M 1.83% 16
2025
Q4 		$7.31M Sell
69,410
-5,106
-7% -$479K 1.69% 18
2025
Q3 		$6.25M Buy
74,516
+146
+0.2% +$12K 1.41% 23
2025
Q2 		$5.89M Buy
74,370
+6,850
+10% +$544K 1.45% 23
2025
Q1 		$6.06M Buy
67,520
+14,553
+27% +$1.36M 1.58% 21
2024
Q4 		$5.27M Buy
52,967
+1,350
+3% +$139K 1.39% 26
2024
Q3 		$5.86M Sell
51,617
-171
-0.3% -$20.3K 1.49% 21
2024
Q2 		$6.41M Hold
51,788
– – 1.75% 15
2024
Q1 		$6.83M Hold
51,788
– – 1.91% 15
2023
Q4 		$5.65M Sell
51,788
-1,240
-2% -$129K 1.73% 18
2023
Q3 		$5.46M Sell
53,028
-13,197
-20% -$1.42M 1.8% 17
2023
Q2 		$7.64M Sell
66,225
-291
-0.4% -$33K 1.93% 11
2023
Q1 		$7.08M Sell
66,516
-1,243
-2% -$134K 1.84% 15
2022
Q4 		$7.52M Buy
67,759
+2,308
+4% +$236K 1.93% 12
2022
Q3 		$5.64M Sell
65,451
-15,962
-20% -$1.42M 1.68% 16
2022
Q2 		$7.42M Buy
81,413
+42
+0.1% +$3.72K 2.12% 8
2022
Q1 		$6.68M Buy
81,371
+207
+0.3% +$16.3K 1.67% 15
2021
Q4 		$6.22M Hold
81,164
– – 1.51% 18
2021
Q3 		$6.1M Buy
81,164
+144
+0.2% +$11K 1.63% 16
2021
Q2 		$6.3M Sell
81,020
-2,359
-3% -$175K 1.65% 14
2021
Q1 		$6.13M Buy
83,379
+39,223
+89% +$2.89M 1.76% 14
2020
Q4 		$3.45M Buy
44,156
+17,956
+69% +$1.37M 1.13% 29
2020
Q3 		$2.07M Buy
26,200
+1,413
+6% +$111K 0.81% 46
2020
Q2 		$1.83M Sell
24,787
-315
-1% -$23.7K 0.73% 49
2020
Q1 		$1.84M Hold
25,102
– – 0.85% 42
2019
Q4 		$2.18M Hold
25,102
– – 0.72% 43
2019
Q3 		$2.02M Buy
25,102
+1,636
+7% +$131K 0.75% 44
2019
Q2 		$1.78M Buy
23,466
+3,346
+17% +$256K 0.64% 50
2019
Q1 		$1.6M Sell
20,120
-15,721
-44% -$1.18M 0.64% 50
2018
Q4 		$2.61M Buy
+35,841
New +$2.53M 1.41% 14

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

Inlet Private Wealth's MRK Position: Q1 2026 in Review

Inlet Private Wealth reduced its Merck (MRK) stake by 14% in Q1 2026, selling an estimated $1.15M and leaving 59,410 shares worth $7.15M. The position accounts for 1.83% of the portfolio, ranked #16.

Inlet Private Wealth first reported a position in MRK in Q4 2018 and has held it in 30 quarters since. The position peaked at $7.64M in Q2 2023. 3,776 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Inlet Private Wealth held 59,410 shares of Merck worth $7.15M as of Q1 2026.
  • Inlet Private Wealth sold 10,000 Merck shares in Q1 2026, an estimated $1.15M.
  • Merck made up 1.83% of Inlet Private Wealth's portfolio in Q1 2026, its #16 holding.
  • Inlet Private Wealth first reported a position in Merck in Q4 2018 and has held it in 30 quarters since.
  • Inlet Private Wealth's Merck position peaked at $7.64M in Q2 2023.
  • 3,776 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Inlet Private Wealth's 13F filing for Q1 2026, filed 13 May 2026.