MPW
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Magnolia Private Wealth’s Merck MRK Stock Holding History

Magnolia 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 		$304K Sell
2,525
-127
-5% -$14.7K 0.2% 99
2025
Q4 		$279K Buy
2,652
+51
+2% +$4.79K 0.2% 98
2025
Q3 		$218K Buy
+2,601
New +$214K 0.16% 101
2025
Q2 		– Sell
-2,882
Closed -$259K – 110
2025
Q1 		$259K Buy
2,882
+298
+12% +$27.8K 0.21% 96
2024
Q4 		$257K Buy
+2,584
New +$266K 0.22% 94

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

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

Magnolia Private Wealth reduced its Merck (MRK) stake by 4.8% in Q1 2026, selling an estimated $14.7K and leaving 2,525 shares worth $304K. The position accounts for 0.2% of the portfolio, ranked #99.

Magnolia Private Wealth first reported a position in MRK in Q4 2024 and has held it in 5 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Magnolia Private Wealth held 2,525 shares of Merck worth $304K as of Q1 2026.
  • Magnolia Private Wealth sold 127 Merck shares in Q1 2026, an estimated $14.7K.
  • Merck made up 0.2% of Magnolia Private Wealth's portfolio in Q1 2026, its #99 holding.
  • Magnolia Private Wealth first reported a position in Merck in Q4 2024 and has held it in 5 quarters since.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Magnolia Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.