MWA
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Medallion Wealth Advisors’s Merck MRK Stock Holding History

Medallion Wealth Advisors’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 		$567K Buy
4,715
+766
+19% +$88.4K 0.19% 115
2025
Q4 		$416K Sell
3,949
-85
-2% -$7.98K 0.14% 146
2025
Q3 		$339K Buy
4,034
+1
+0% +$82 0.12% 165
2025
Q2 		$329K Buy
4,033
+1
+0% +$79 0.13% 164
2025
Q1 		$352K Buy
4,032
+49
+1% +$4.58K 0.16% 138
2024
Q4 		$394K Buy
+3,983
New +$411K 0.2% 111

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

Medallion Wealth Advisors's MRK Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Merck (MRK) stake by 19% in Q1 2026, buying an estimated $88.4K and bringing the position to 4,715 shares worth $567K. The position accounts for 0.19% of the portfolio, ranked #115.

Medallion Wealth Advisors first reported a position in MRK in Q4 2024 and has held it in 6 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Medallion Wealth Advisors held 4,715 shares of Merck worth $567K as of Q1 2026.
  • Medallion Wealth Advisors bought 766 Merck shares in Q1 2026, an estimated $88.4K.
  • Merck made up 0.19% of Medallion Wealth Advisors's portfolio in Q1 2026, its #115 holding.
  • Medallion Wealth Advisors first reported a position in Merck in Q4 2024 and has held it in 6 quarters since.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.