MWM
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Marion Wealth Management’s Merck MRK Stock Holding History

Marion 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
Q2 		– Sell
-1,934
Closed -$233K – 162
2026
Q1 		$233K Hold
1,934
– – 0.05% 128
2025
Q4 		$209K Buy
+1,934
New +$182K 0.05% 139
2025
Q2 		– Sell
-2,451
Closed -$220K – 137
2025
Q1 		$220K Sell
2,451
-23,480
-91% -$2.19M 0.06% 121
2024
Q4 		$2.58M Buy
25,931
+1,592
+7% +$164K 0.68% 40
2024
Q3 		$2.76M Buy
24,339
+1,346
+6% +$160K 0.74% 37
2024
Q2 		$2.85M Buy
22,993
+286
+1% +$36.8K 0.84% 31
2024
Q1 		$3M Sell
22,707
-115
-0.5% -$14.2K 0.89% 30
2023
Q4 		$2.49M Buy
22,822
+1,257
+6% +$130K 0.8% 33
2023
Q3 		$2.22M Sell
21,565
-932
-4% -$100K 0.78% 31
2023
Q2 		$2.6M Buy
22,497
+381
+2% +$43.3K 0.92% 26
2023
Q1 		$2.35M Buy
22,116
+578
+3% +$62.4K 0.88% 26
2022
Q4 		$2.39M Buy
21,538
+3,366
+19% +$344K 1.01% 26
2022
Q3 		$1.56M Buy
18,172
+1,027
+6% +$91.7K 0.8% 27
2022
Q2 		$1.56M Buy
+17,145
New +$1.52M 0.82% 30

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Marion Wealth Management's MRK Position: Q2 2026 in Review

Marion Wealth Management sold out of Merck (MRK) in Q2 2026, closing a stake of 1,934 shares — an estimated $233K sold.

Marion Wealth Management first reported a position in MRK in Q2 2022 and held it in 14 quarters. The position peaked at $3M in Q1 2024. 3,818 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Marion Wealth Management reported no remaining Merck position as of Q2 2026 after selling out during the quarter.
  • Marion Wealth Management sold 1,934 Merck shares in Q2 2026, an estimated $233K.
  • Marion Wealth Management first reported a position in Merck in Q2 2022 and held it in 14 quarters.
  • Marion Wealth Management's Merck position peaked at $3M in Q1 2024.
  • 3,818 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.