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MPS Loria Financial Planners’s Merck MRK Stock Holding History

MPS Loria Financial Planners’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 		$233K Buy
1,938
+10
+0.5% +$1.15K 0.06% 82
2025
Q4 		$203K Buy
+1,928
New +$181K 0.05% 84
2025
Q1 		– Sell
-2,636
Closed -$263K – 83
2024
Q4 		$263K Buy
2,636
+6
+0.2% +$619 0.08% 68
2024
Q3 		$299K Sell
2,630
-61
-2% -$7.25K 0.09% 63
2024
Q2 		$334K Buy
2,691
+5
+0.2% +$644 0.11% 56
2024
Q1 		$355K Buy
2,686
+6
+0.2% +$740 0.12% 55
2023
Q4 		$293K Sell
2,680
-226
-8% -$23.5K 0.1% 63
2023
Q3 		$300K Buy
2,906
+144
+5% +$15.5K 0.12% 59
2023
Q2 		$319K Buy
2,762
+6
+0.2% +$681 0.12% 58
2023
Q1 		$294K Buy
2,756
+241
+10% +$26K 0.12% 58
2022
Q4 		$279K Sell
2,515
-45
-2% -$4.6K 0.12% 58
2022
Q3 		$221K Buy
2,560
+108
+4% +$9.64K 0.09% 61
2022
Q2 		$223K Buy
+2,452
New +$217K 0.1% 63
2021
Q2 		– Sell
-2,213
Closed -$162K – 402
2021
Q1 		$162K Buy
2,213
+6
+0.3% +$443 0.08% 93
2020
Q4 		$171K Buy
2,207
+836
+61% +$63.9K 0.08% 86
2020
Q3 		$108K Buy
1,371
+8
+0.6% +$627 0.06% 103
2020
Q2 		$101K Buy
+1,363
New +$103K 0.05% 104
2017
Q3 		– Sell
-1,281
Closed -$76K – 245
2017
Q2 		$76K Buy
+1,281
New +$78K 0.05% 123

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

MPS Loria Financial Planners's MRK Position: Q1 2026 in Review

MPS Loria Financial Planners increased its Merck (MRK) stake by 0.52% in Q1 2026, buying an estimated $1.15K and bringing the position to 1,938 shares worth $233K. The position accounts for 0.06% of the portfolio, ranked #82.

MPS Loria Financial Planners first reported a position in MRK in Q2 2017 and has held it in 18 quarters since. The position peaked at $355K in Q1 2024. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • MPS Loria Financial Planners held 1,938 shares of Merck worth $233K as of Q1 2026.
  • MPS Loria Financial Planners bought 10 Merck shares in Q1 2026, an estimated $1.15K.
  • Merck made up 0.06% of MPS Loria Financial Planners's portfolio in Q1 2026, its #82 holding.
  • MPS Loria Financial Planners first reported a position in Merck in Q2 2017 and has held it in 18 quarters since.
  • MPS Loria Financial Planners's Merck position peaked at $355K in Q1 2024.
  • 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on MPS Loria Financial Planners's 13F filing for Q1 2026, filed 8 May 2026.