MWM
MRK icon

Modern Wealth Management’s Merck MRK Stock Holding History

Modern 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 		$4.79M Buy
39,645
+4,968
+14% +$574K 0.08% 204
2025
Q4 		$3.65M Buy
34,677
+1,002
+3% +$94.1K 0.07% 221
2025
Q3 		$2.83M Buy
33,675
+12,788
+61% +$1.05M 0.06% 245
2025
Q2 		$1.65M Sell
20,887
-1,314
-6% -$104K 0.04% 288
2025
Q1 		$1.99M Buy
22,201
+10,001
+82% +$934K 0.06% 205
2024
Q4 		$1.21M Buy
12,200
+4,011
+49% +$414K 0.05% 236
2024
Q3 		$930K Buy
8,189
+1,078
+15% +$128K 0.06% 171
2024
Q2 		$880K Buy
7,111
+2,769
+64% +$357K 0.06% 148
2024
Q1 		$573K Buy
4,342
+379
+10% +$46.7K 0.05% 161
2023
Q4 		$432K Buy
+3,963
New +$411K 0.05% 102

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

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

Modern Wealth Management increased its Merck (MRK) stake by 14% in Q1 2026, buying an estimated $574K and bringing the position to 39,645 shares worth $4.79M. The position accounts for 0.08% of the portfolio, ranked #204.

Modern Wealth Management first reported a position in MRK in Q4 2023 and has held it in 10 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Modern Wealth Management held 39,645 shares of Merck worth $4.79M as of Q1 2026.
  • Modern Wealth Management bought 4,968 Merck shares in Q1 2026, an estimated $574K.
  • Merck made up 0.08% of Modern Wealth Management's portfolio in Q1 2026, its #204 holding.
  • Modern Wealth Management first reported a position in Merck in Q4 2023 and has held it in 10 quarters since.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.