Marks Group Wealth Management’s Merck MRK Stock Holding History

Marks Group 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	$306K	Hold	2,546	–	–	0.03%	291
2025 Q4	$268K	Sell	2,546 -167	-6%	-$15.7K	0.03%	300
2025 Q3	$228K	Hold	2,713	–	–	0.02%	279
2025 Q2	$215K	Sell	2,713 -606	-18%	-$48.2K	0.02%	284
2025 Q1	$298K	Sell	3,319 -6	-0.2%	-$560	0.03%	275
2024 Q4	$331K	Hold	3,325	–	–	0.03%	250
2024 Q3	$378K	Sell	3,325 -85	-2%	-$10.1K	0.04%	240
2024 Q2	$422K	Sell	3,410 -114	-3%	-$14.7K	0.04%	234
2024 Q1	$465K	Hold	3,524	–	–	0.05%	225
2023 Q4	$384K	Buy	3,524 +52	+1%	+$5.4K	0.04%	235
2023 Q3	$357K	Buy	3,472 +425	+14%	+$45.8K	0.04%	229
2023 Q2	$352K	Sell	3,047 -55	-2%	-$6.25K	0.04%	234
2023 Q1	$330K	Hold	3,102	–	–	0.04%	241
2022 Q4	$344K	Hold	3,102	–	–	0.05%	234
2022 Q3	$267K	Buy	3,102 +34	+1%	+$3.04K	0.04%	245
2022 Q2	$280K	Buy	3,068 +138	+5%	+$12.2K	0.04%	252
2022 Q1	$241K	Buy	+2,930	New	+$231K	0.03%	278

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Marks Group Wealth Management's MRK Position: Q1 2026 in Review

Marks Group Wealth Management held its Merck (MRK) position steady in Q1 2026 at 2,546 shares worth $306K. The position accounts for 0.03% of the portfolio, ranked #291.

Marks Group Wealth Management first reported a position in MRK in Q1 2022 and has held it in 17 quarters since. The position peaked at $465K in Q1 2024. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Marks Group Wealth Management held 2,546 shares of Merck worth $306K as of Q1 2026.
Marks Group Wealth Management left its Merck share count unchanged in Q1 2026.
Merck made up 0.03% of Marks Group Wealth Management's portfolio in Q1 2026, its #291 holding.
Marks Group Wealth Management first reported a position in Merck in Q1 2022 and has held it in 17 quarters since.
Marks Group Wealth Management's Merck position peaked at $465K in Q1 2024.
3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.