MWM
MRK icon

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
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 -$2.07K – 378
2019
Q2 		$2.07K 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 $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 Management's MRK Position: Q1 2026 in Review

Meridian Wealth Management reduced its Merck (MRK) stake by 1.5% in Q1 2026, selling an estimated $126K and leaving 71,654 shares worth $8.62M. The position accounts for 0.3% of the portfolio, ranked #68.

Meridian Wealth Management first reported a position in MRK in Q1 2019 and has held it in 27 quarters since. The position peaked at $10.5M in Q2 2024. 3,777 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Meridian Wealth Management held 71,654 shares of Merck worth $8.62M as of Q1 2026.
  • Meridian Wealth Management sold 1,093 Merck shares in Q1 2026, an estimated $126K.
  • Merck made up 0.3% of Meridian Wealth Management's portfolio in Q1 2026, its #68 holding.
  • Meridian Wealth Management first reported a position in Merck in Q1 2019 and has held it in 27 quarters since.
  • Meridian Wealth Management's Merck position peaked at $10.5M in Q2 2024.
  • 3,777 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.