MWM
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Mattern Wealth Management’s Merck MRK Stock Holding History

Mattern 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 		$806K Buy
6,274
+341
+6% +$39.9K 0.13% 79
2026
Q1 		$714K Sell
5,933
-100
-2% -$11.5K 0.14% 69
2025
Q4 		$635K Buy
6,033
+100
+2% +$9.39K 0.12% 78
2025
Q3 		$498K Sell
5,933
-1,600
-21% -$132K 0.1% 90
2025
Q2 		$596K Sell
7,533
-50
-0.7% -$3.97K 0.12% 83
2025
Q1 		$681K Buy
7,583
+244
+3% +$22.8K 0.15% 80
2024
Q4 		$730K Sell
7,339
-8,431
-53% -$869K 0.16% 80
2024
Q3 		$1.79M Sell
15,770
-100
-0.6% -$11.9K 0.39% 54
2024
Q2 		$1.96M Buy
15,870
+400
+3% +$51.5K 0.47% 56
2024
Q1 		$2.04M Hold
15,470
– – 0.5% 64
2023
Q4 		$1.69M Sell
15,470
-633
-4% -$65.7K 0.43% 64
2023
Q3 		$1.66M Hold
16,103
– – 0.49% 58
2023
Q2 		$1.86M Buy
16,103
+12
+0.1% +$1.36K 0.54% 56
2023
Q1 		$1.71M Sell
16,091
-100
-0.6% -$10.8K 0.57% 57
2022
Q4 		$1.8M Buy
16,191
+364
+2% +$37.2K 0.73% 51
2022
Q3 		$1.36M Hold
15,827
– – 0.55% 56
2022
Q2 		$1.44M Hold
15,827
– – 0.56% 56
2022
Q1 		$1.3M Hold
15,827
– – 0.43% 65
2021
Q4 		$1.21M Buy
15,827
+317
+2% +$25.2K 0.36% 70
2021
Q3 		$1.17M Sell
15,510
-383
-2% -$29.1K 0.39% 68
2021
Q2 		$1.24M Sell
15,893
-987
-6% -$73.4K 0.4% 68
2021
Q1 		$1.24M Sell
16,880
-751
-4% -$55.4K 0.44% 64
2020
Q4 		$1.38M Sell
17,631
-20
-0.1% -$1.53K 0.52% 56
2020
Q3 		$1.4M Buy
17,651
+209
+1% +$16.4K 0.6% 49
2020
Q2 		$1.29M Hold
17,442
– – 0.63% 51
2020
Q1 		$1.28M Buy
17,442
+11,612
+199% +$913K 0.92% 34
2019
Q4 		$506K Buy
+5,830
New +$479K 0.3% 91

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

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

Mattern Wealth Management increased its Merck (MRK) stake by 5.7% in Q2 2026, buying an estimated $39.9K and bringing the position to 6,274 shares worth $806K. The position accounts for 0.13% of the portfolio, ranked #79.

Mattern Wealth Management first reported a position in MRK in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.04M in Q1 2024. 3,829 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Mattern Wealth Management held 6,274 shares of Merck worth $806K as of Q2 2026.
  • Mattern Wealth Management bought 341 Merck shares in Q2 2026, an estimated $39.9K.
  • Merck made up 0.13% of Mattern Wealth Management's portfolio in Q2 2026, its #79 holding.
  • Mattern Wealth Management first reported a position in Merck in Q4 2019 and has held it in 27 quarters since.
  • Mattern Wealth Management's Merck position peaked at $2.04M in Q1 2024.
  • 3,829 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.