MWM
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Mission Wealth Management’s Merck MRK Stock Holding History

Mission 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 		$3.13M Sell
25,990
-2,791
-10% -$322K 0.06% 158
2025
Q4 		$3.03M Buy
28,781
+1,322
+5% +$124K 0.06% 171
2025
Q3 		$2.3M Sell
27,459
-2,872
-9% -$237K 0.05% 201
2025
Q2 		$2.4M Sell
30,331
-2,208
-7% -$176K 0.05% 192
2025
Q1 		$2.92M Sell
32,539
-213
-0.7% -$19.9K 0.07% 154
2024
Q4 		$3.26M Sell
32,752
-298
-0.9% -$30.7K 0.08% 131
2024
Q3 		$3.75M Buy
33,050
+43
+0.1% +$5.11K 0.09% 119
2024
Q2 		$4.09M Buy
33,007
+2,977
+10% +$383K 0.11% 106
2024
Q1 		$3.96M Buy
30,030
+3,173
+12% +$391K 0.1% 118
2023
Q4 		$2.93M Buy
26,857
+373
+1% +$38.7K 0.1% 112
2023
Q3 		$2.73M Sell
26,484
-687
-3% -$74K 0.1% 107
2023
Q2 		$3.14M Buy
27,171
+547
+2% +$62.1K 0.12% 92
2023
Q1 		$2.83M Buy
26,624
+33
+0.1% +$3.56K 0.12% 100
2022
Q4 		$2.95M Sell
26,591
-186
-0.7% -$19K 0.14% 94
2022
Q3 		$2.31M Buy
26,777
+1,588
+6% +$142K 0.12% 104
2022
Q2 		$2.3M Buy
25,189
+1,080
+4% +$95.7K 0.12% 97
2022
Q1 		$1.98M Buy
24,109
+160
+0.7% +$12.6K 0.09% 116
2021
Q4 		$1.83M Sell
23,949
-436
-2% -$34.7K 0.08% 125
2021
Q3 		$1.83M Sell
24,385
-82
-0.3% -$6.24K 0.09% 113
2021
Q2 		$1.9M Buy
24,467
+580
+2% +$43.1K 0.1% 103
2021
Q1 		$1.76M Buy
23,887
+1,247
+6% +$92K 0.1% 99
2020
Q4 		$1.77M Buy
22,640
+598
+3% +$45.7K 0.11% 93
2020
Q3 		$1.75M Buy
22,042
+669
+3% +$52.4K 0.13% 82
2020
Q2 		$1.58M Buy
21,373
+3,001
+16% +$226K 0.14% 85
2020
Q1 		$1.35M Sell
18,372
-279
-1% -$21.9K 0.15% 82
2019
Q4 		$1.62M Buy
18,651
+349
+2% +$28.7K 0.16% 85
2019
Q3 		$1.47M Sell
18,302
-1,150
-6% -$92.2K 0.16% 80
2019
Q2 		$1.56M Buy
19,452
+942
+5% +$72.1K 0.17% 70
2019
Q1 		$1.47M Sell
18,510
-369
-2% -$27.6K 0.17% 74
2018
Q4 		$1.38M Sell
18,879
-73
-0.4% -$5.15K 0.18% 67
2018
Q3 		$1.28M Sell
18,952
-3,090
-14% -$197K 0.17% 74
2018
Q2 		$1.28M Sell
22,042
-3,665
-14% -$207K 0.19% 69
2018
Q1 		$1.34M Sell
25,707
-481
-2% -$26K 0.22% 57
2017
Q4 		$1.41M Sell
26,188
-2,550
-9% -$141K 0.24% 51
2017
Q3 		$1.76M Sell
28,738
-7,274
-20% -$441K 0.32% 37
2017
Q2 		$2.2M Buy
36,012
+208
+0.6% +$12.7K 0.42% 34
2017
Q1 		$2.17M Sell
35,804
-9,055
-20% -$549K 0.42% 33
2016
Q4 		$2.52M Sell
44,859
-9,022
-17% -$528K 0.5% 28
2016
Q3 		$3.21M Buy
53,881
+5,450
+11% +$319K 0.78% 20
2016
Q2 		$2.66M Sell
48,431
-126
-0.3% -$6.71K 0.71% 20
2016
Q1 		$2.45M Buy
48,557
+30,961
+176% +$1.52M 0.66% 23
2015
Q4 		$887K Buy
17,596
+3,366
+24% +$170K 0.25% 42
2015
Q3 		$671K Sell
14,230
-1,214
-8% -$64.5K 0.2% 52
2015
Q2 		$847K Buy
+15,444
New +$866K 0.29% 40

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

Mission Wealth Management's MRK Position: Q1 2026 in Review

Mission Wealth Management reduced its Merck (MRK) stake by 9.7% in Q1 2026, selling an estimated $322K and leaving 25,990 shares worth $3.13M. The position accounts for 0.06% of the portfolio, ranked #158.

Mission Wealth Management first reported a position in MRK in Q2 2015 and has held it in 44 quarters since. The position peaked at $4.09M in Q2 2024. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Mission Wealth Management held 25,990 shares of Merck worth $3.13M as of Q1 2026.
  • Mission Wealth Management sold 2,791 Merck shares in Q1 2026, an estimated $322K.
  • Merck made up 0.06% of Mission Wealth Management's portfolio in Q1 2026, its #158 holding.
  • Mission Wealth Management first reported a position in Merck in Q2 2015 and has held it in 44 quarters since.
  • Mission Wealth Management's Merck position peaked at $4.09M in Q2 2024.
  • 3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.