MCC
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Money Concepts Capital’s Merck MRK Stock Holding History

Money Concepts Capital’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 		$2.25M Buy
18,737
+4,382
+31% +$506K 0.12% 169
2025
Q4 		$1.51M Sell
14,355
-19,996
-58% -$1.88M 0.08% 210
2025
Q3 		$2.88M Buy
34,351
+377
+1% +$31.1K 0.18% 122
2025
Q2 		$2.69M Buy
33,974
+1,344
+4% +$107K 0.18% 117
2025
Q1 		$2.93M Buy
32,630
+929
+3% +$86.7K 0.22% 102
2024
Q4 		$3.15M Buy
31,701
+217
+0.7% +$22.4K 0.23% 94
2024
Q3 		$3.58M Sell
31,484
-266
-0.8% -$31.6K 0.27% 80
2024
Q2 		$3.93M Buy
31,750
+1,609
+5% +$207K 0.33% 72
2024
Q1 		$3.98M Sell
30,141
-54
-0.2% -$6.66K 0.37% 74
2023
Q4 		$3.29M Sell
30,195
-333
-1% -$34.6K 0.31% 90
2023
Q3 		$3.14M Buy
30,528
+1,103
+4% +$119K 0.33% 90
2023
Q2 		$3.4M Sell
29,425
-25,720
-47% -$2.92M 0.35% 88
2023
Q1 		$5.9M Sell
55,145
-15,591
-22% -$1.68M 0.33% 69
2022
Q4 		$7.85M Buy
70,736
+12,879
+22% +$1.32M 0.35% 60
2022
Q3 		$4.98M Buy
57,857
+26,563
+85% +$2.37M 0.29% 68
2022
Q2 		$2.89M Sell
31,294
-9,645
-24% -$855K 0.26% 86
2022
Q1 		$3.36M Buy
40,939
+10,998
+37% +$867K 0.19% 113
2021
Q4 		$2.29M Buy
+29,941
New +$2.38M 0.19% 122
2021
Q1 		$2.11M Buy
28,658
+701
+3% +$51.7K 0.17% 132
2020
Q4 		$2.18M Buy
+27,957
New +$2.14M 0.2% 113

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

Money Concepts Capital's MRK Position: Q1 2026 in Review

Money Concepts Capital increased its Merck (MRK) stake by 31% in Q1 2026, buying an estimated $506K and bringing the position to 18,737 shares worth $2.25M. The position accounts for 0.12% of the portfolio, ranked #169.

Money Concepts Capital first reported a position in MRK in Q4 2020 and has held it in 20 quarters since. The position peaked at $7.85M in Q4 2022. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Money Concepts Capital held 18,737 shares of Merck worth $2.25M as of Q1 2026.
  • Money Concepts Capital bought 4,382 Merck shares in Q1 2026, an estimated $506K.
  • Merck made up 0.12% of Money Concepts Capital's portfolio in Q1 2026, its #169 holding.
  • Money Concepts Capital first reported a position in Merck in Q4 2020 and has held it in 20 quarters since.
  • Money Concepts Capital's Merck position peaked at $7.85M in Q4 2022.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.