Mowery & Schoenfeld Wealth Management’s Merck MRK Stock Holding History

Mowery & Schoenfeld 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	$87.1K	Sell	724 -245	-25%	-$28.3K	0.13%	95
2025 Q4	$102K	Buy	969 +245	+34%	+$23K	0.15%	91
2025 Q3	$60.8K	Hold	724	–	–	0.1%	109
2025 Q2	$57.3K	Sell	724 -36	-5%	-$2.86K	0.09%	111
2025 Q1	$68.2K	Sell	760 -31	-4%	-$2.89K	0.13%	109
2024 Q4	$78.7K	Buy	791 +412	+109%	+$42.5K	0.15%	85
2024 Q3	$43K	Buy	379 +122	+47%	+$14.5K	0.07%	107
2024 Q2	$31.8K	Buy	257 +240	+1,412%	+$30.9K	0.05%	122
2024 Q1	$2.24K	Sell	17 -3	-15%	-$370	﹤0.01%	135
2023 Q4	$2.18K	Buy	+20	New	+$2.08K	﹤0.01%	141

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's MRK Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its Merck (MRK) stake by 25% in Q1 2026, selling an estimated $28.3K and leaving 724 shares worth $87.1K. The position accounts for 0.13% of the portfolio, ranked #95.

Mowery & Schoenfeld Wealth Management first reported a position in MRK in Q4 2023 and has held it in 10 quarters since. The position peaked at $102K in Q4 2025. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Mowery & Schoenfeld Wealth Management held 724 shares of Merck worth $87.1K as of Q1 2026.
Mowery & Schoenfeld Wealth Management sold 245 Merck shares in Q1 2026, an estimated $28.3K.
Merck made up 0.13% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #95 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Merck in Q4 2023 and has held it in 10 quarters since.
Mowery & Schoenfeld Wealth Management's Merck position peaked at $102K in Q4 2025.
3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.