MWM
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Meridian Wealth Management’s Merck MRK Stock Holding History

Meridian 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 		$10.2M Buy
79,604
+7,950
+11% +$931K 0.32% 60
2026
Q1 		$8.62M Sell
71,654
-1,093
-2% -$126K 0.3% 68
2025
Q4 		$7.66M Sell
72,747
-739
-1% -$69.4K 0.27% 72
2025
Q3 		$6.17M Buy
73,486
+2,212
+3% +$182K 0.24% 88
2025
Q2 		$5.64M Buy
71,274
+881
+1% +$70K 0.24% 97
2025
Q1 		$6.32M Sell
70,393
-7,957
-10% -$743K 0.31% 75
2024
Q4 		$7.79M Sell
78,350
-9,251
-11% -$954K 0.37% 55
2024
Q3 		$9.95M Buy
87,601
+2,888
+3% +$343K 0.49% 43
2024
Q2 		$10.5M Buy
+84,713
New +$10.9M 1.25% 15
2024
Q1 		– Sell
-79,659
Closed -$8.68M – 385
2023
Q4 		$8.68M Buy
79,659
+30,004
+60% +$3.11M 0.55% 37
2023
Q3 		$5.11M Buy
49,655
+1,541
+3% +$166K 0.31% 63
2023
Q2 		$5.55M Sell
48,114
-7,330
-13% -$832K 0.47% 36
2023
Q1 		$5.9M Buy
55,444
+8,731
+19% +$943K 0.51% 32
2022
Q4 		$5.18M Buy
46,713
+7,725
+20% +$790K 0.51% 34
2022
Q3 		$3.36M Buy
38,988
+21,158
+119% +$1.89M 0.36% 60
2022
Q2 		$1.63M Buy
17,830
+3,630
+26% +$322K 0.13% 170
2022
Q1 		$1.17M Buy
14,200
+243
+2% +$19.2K 0.13% 140
2021
Q4 		$1.07M Buy
13,957
+2,123
+18% +$169K 0.11% 147
2021
Q3 		$889K Sell
11,834
-4,077
-26% -$310K 0.11% 160
2021
Q2 		$1.24M Sell
15,911
-3,354
-17% -$249K 0.16% 128
2021
Q1 		$1.42M Buy
19,265
+9,356
+94% +$690K 0.21% 96
2020
Q4 		$773K Sell
9,909
-6,982
-41% -$534K 0.12% 144
2020
Q3 		$1.34M Buy
16,891
+8,822
+109% +$691K 0.33% 66
2020
Q2 		$595K Buy
8,069
+841
+12% +$63.3K 0.2% 111
2020
Q1 		$530K Buy
7,228
+4,232
+141% +$333K 0.23% 89
2019
Q4 		$259K Buy
+2,996
New +$246K 0.12% 165
2019
Q3 		– Sell
-2,591
Closed -$207K – 378
2019
Q2 		$207K Buy
2,591
+8
+0.3% +$613 0.08% 199
2019
Q1 		$205K Buy
+2,583
New +$193K 0.09% 185

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

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

Meridian Wealth Management increased its Merck (MRK) stake by 11% in Q2 2026, buying an estimated $931K and bringing the position to 79,604 shares worth $10.2M. The position accounts for 0.32% of the portfolio, ranked #60.

Meridian Wealth Management first reported a position in MRK in Q1 2019 and has held it in 28 quarters since. The position peaked at $10.5M in Q2 2024. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Meridian Wealth Management held 79,604 shares of Merck worth $10.2M as of Q2 2026.
  • Meridian Wealth Management bought 7,950 Merck shares in Q2 2026, an estimated $931K.
  • Merck made up 0.32% of Meridian Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Meridian Wealth Management first reported a position in Merck in Q1 2019 and has held it in 28 quarters since.
  • Meridian Wealth Management's Merck position peaked at $10.5M in Q2 2024.
  • 3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.