KWM
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Keebeck Wealth Management’s Merck MRK Stock Holding History

Keebeck 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 		$3.76M Buy
31,081
+4,697
+18% +$542K 0.42% 59
2025
Q4 		$2.8M Sell
26,384
-3,229
-11% -$303K 0.32% 86
2025
Q3 		$2.51M Sell
29,613
-430
-1% -$35.4K 0.3% 89
2025
Q2 		$2.4M Sell
30,043
-178
-0.6% -$14.1K 0.31% 86
2025
Q1 		$2.73M Sell
30,221
-26,729
-47% -$2.5M 0.4% 69
2024
Q4 		$5.71M Buy
56,950
+45
+0.1% +$4.64K 0.82% 29
2024
Q3 		$6.51M Sell
56,905
-1,270
-2% -$151K 0.94% 23
2024
Q2 		$7.25M Sell
58,175
-995
-2% -$128K 1.06% 21
2024
Q1 		$7.85M Sell
59,170
-830
-1% -$102K 1.16% 18
2023
Q4 		$6.59M Sell
60,000
-660
-1% -$68.5K 1.09% 16
2023
Q3 		$6.29M Buy
60,660
+567
+0.9% +$61.1K 1.1% 17
2023
Q2 		$6.98M Buy
60,093
+5,553
+10% +$630K 0.96% 19
2023
Q1 		$5.84M Buy
54,540
+3,746
+7% +$404K 0.94% 22
2022
Q4 		$5.67M Buy
50,794
+1,730
+4% +$177K 1% 23
2022
Q3 		$4.26M Buy
49,064
+2,804
+6% +$250K 0.82% 33
2022
Q2 		$4.25M Buy
46,260
+10,467
+29% +$928K 0.81% 30
2022
Q1 		$2.96M Buy
35,793
+1,758
+5% +$139K 0.49% 44
2021
Q4 		$2.63M Buy
34,035
+907
+3% +$72.2K 0.47% 55
2021
Q3 		$2.51M Buy
33,128
+703
+2% +$53.5K 0.5% 50
2021
Q2 		$2.54M Buy
32,425
+20,971
+183% +$1.56M 0.37% 60
2021
Q1 		$850K Buy
11,454
+940
+9% +$69.3K 0.13% 124
2020
Q4 		$827K Buy
10,514
+22
+0.2% +$1.68K 0.14% 113
2020
Q3 		$835K Buy
10,492
+778
+8% +$60.9K 0.17% 91
2020
Q2 		$722K Buy
9,714
+1,162
+14% +$87.5K 0.23% 88
2020
Q1 		$631K Buy
8,552
+2,606
+44% +$205K 0.26% 78
2019
Q4 		$519K Buy
+5,946
New +$488K 0.16% 98

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

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

Keebeck Wealth Management increased its Merck (MRK) stake by 18% in Q1 2026, buying an estimated $542K and bringing the position to 31,081 shares worth $3.76M. The position accounts for 0.42% of the portfolio, ranked #59.

Keebeck Wealth Management first reported a position in MRK in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.85M in Q1 2024. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Keebeck Wealth Management held 31,081 shares of Merck worth $3.76M as of Q1 2026.
  • Keebeck Wealth Management bought 4,697 Merck shares in Q1 2026, an estimated $542K.
  • Merck made up 0.42% of Keebeck Wealth Management's portfolio in Q1 2026, its #59 holding.
  • Keebeck Wealth Management first reported a position in Merck in Q4 2019 and has held it in 26 quarters since.
  • Keebeck Wealth Management's Merck position peaked at $7.85M in Q1 2024.
  • 3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.