MWA
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Meridian Wealth Advisors’s Merck MRK Stock Holding History

Meridian 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 		$3.09M Sell
25,699
-28,455
-53% -$3.29M 0.41% 53
2025
Q4 		$5.7M Sell
54,154
-310
-0.6% -$29.1K 0.79% 37
2025
Q3 		$4.57M Buy
54,464
+1,437
+3% +$118K 0.65% 45
2025
Q2 		$4.2M Sell
53,027
-783
-1% -$62.2K 0.66% 40
2025
Q1 		$4.83M Buy
53,810
+3,121
+6% +$291K 0.82% 34
2024
Q4 		$5.04M Sell
50,689
-1,809
-3% -$186K 0.83% 34
2024
Q3 		$5.96M Sell
52,498
-1,691
-3% -$201K 1% 28
2024
Q2 		$6.71M Buy
54,189
+2,591
+5% +$334K 1.2% 20
2024
Q1 		$6.81M Buy
51,598
+2,510
+5% +$309K 1.28% 20
2023
Q4 		$5.35M Buy
49,088
+1,390
+3% +$144K 1.17% 21
2023
Q3 		$4.91M Buy
47,698
+1,823
+4% +$196K 1.23% 20
2023
Q2 		$5.29M Sell
45,875
-2,414
-5% -$274K 1.28% 18
2023
Q1 		$5.14M Sell
48,289
-8
-0% -$864 1.29% 17
2022
Q4 		$5.36M Buy
48,297
+654
+1% +$66.8K 1.38% 15
2022
Q3 		$4.1M Buy
47,643
+617
+1% +$55.1K 1.16% 19
2022
Q2 		$4.29M Buy
47,026
+3,274
+7% +$290K 1.14% 20
2022
Q1 		$3.59M Buy
43,752
+5,079
+13% +$400K 0.83% 26
2021
Q4 		$2.96M Buy
38,673
+2,027
+6% +$161K 0.72% 32
2021
Q3 		$2.75M Buy
36,646
+1,435
+4% +$109K 0.77% 30
2021
Q2 		$2.74M Buy
35,211
+3,350
+11% +$249K 0.78% 26
2021
Q1 		$2.34M Buy
31,861
+6,711
+27% +$495K 0.78% 27
2020
Q4 		$1.96M Buy
25,150
+2,742
+12% +$210K 0.72% 29
2020
Q3 		$1.77M Buy
22,408
+1,233
+6% +$96.6K 0.76% 27
2020
Q2 		$1.56M Buy
21,175
+1,392
+7% +$105K 0.72% 31
2020
Q1 		$1.45M Sell
19,783
-684
-3% -$53.8K 0.8% 28
2019
Q4 		$1.78M Sell
20,467
-283
-1% -$23.2K 0.7% 29
2019
Q3 		$1.67M Buy
20,750
+2,221
+12% +$178K 0.71% 28
2019
Q2 		$1.52M Buy
18,529
+1,617
+10% +$124K 1.06% 18
2019
Q1 		$1.34M Sell
16,912
-559
-3% -$41.8K 0.98% 20
2018
Q4 		$1.27M Buy
+17,471
New +$1.23M 0.98% 18

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

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

Meridian Wealth Advisors reduced its Merck (MRK) stake by 53% in Q1 2026, selling an estimated $3.29M and leaving 25,699 shares worth $3.09M. The position accounts for 0.41% of the portfolio, ranked #53.

Meridian Wealth Advisors first reported a position in MRK in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.81M in Q1 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Meridian Wealth Advisors held 25,699 shares of Merck worth $3.09M as of Q1 2026.
  • Meridian Wealth Advisors sold 28,455 Merck shares in Q1 2026, an estimated $3.29M.
  • Merck made up 0.41% of Meridian Wealth Advisors's portfolio in Q1 2026, its #53 holding.
  • Meridian Wealth Advisors first reported a position in Merck in Q4 2018 and has held it in 30 quarters since.
  • Meridian Wealth Advisors's Merck position peaked at $6.81M in Q1 2024.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Meridian Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.