MWM
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Massachusetts Wealth Management’s Merck MRK Stock Holding History

Massachusetts 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 		$2.84M Buy
23,607
+600
+3% +$69.3K 1.23% 27
2025
Q4 		$2.42M Buy
23,007
+808
+4% +$75.8K 1.13% 35
2025
Q3 		$1.86M Buy
22,199
+225
+1% +$18.5K 0.92% 47
2025
Q2 		$1.74M Buy
21,974
+75
+0.3% +$5.96K 0.98% 43
2025
Q1 		$1.97M Sell
21,899
-550
-2% -$51.4K 1.35% 34
2024
Q4 		$2.23M Sell
22,449
-25
-0.1% -$2.58K 1.38% 27
2024
Q3 		$2.55M Buy
22,474
+100
+0.4% +$11.9K 1.61% 19
2024
Q2 		$2.77M Buy
22,374
+575
+3% +$74.1K 1.86% 11
2024
Q1 		$2.88M Buy
21,799
+225
+1% +$27.7K 2.03% 10
2023
Q4 		$2.35M Buy
21,574
+42
+0.2% +$4.36K 1.9% 12
2023
Q3 		$2.22M Sell
21,532
-200
-0.9% -$21.6K 2.04% 12
2023
Q2 		$2.51M Buy
21,732
+250
+1% +$28.4K 2.4% 10
2023
Q1 		$2.29M Sell
21,482
-450
-2% -$48.6K 2.36% 11
2022
Q4 		$2.36M Buy
+21,932
New +$2.24M 2.28% 10

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

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

Massachusetts Wealth Management increased its Merck (MRK) stake by 2.6% in Q1 2026, buying an estimated $69.3K and bringing the position to 23,607 shares worth $2.84M. The position accounts for 1.23% of the portfolio, ranked #27.

Massachusetts Wealth Management first reported a position in MRK in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.88M in Q1 2024. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Massachusetts Wealth Management held 23,607 shares of Merck worth $2.84M as of Q1 2026.
  • Massachusetts Wealth Management bought 600 Merck shares in Q1 2026, an estimated $69.3K.
  • Merck made up 1.23% of Massachusetts Wealth Management's portfolio in Q1 2026, its #27 holding.
  • Massachusetts Wealth Management first reported a position in Merck in Q4 2022 and has held it in 14 quarters since.
  • Massachusetts Wealth Management's Merck position peaked at $2.88M in Q1 2024.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Massachusetts Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.