MAS
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MPWM Advisory Solutions’s Merck MRK Stock Holding History

MPWM Advisory Solutions’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
Q2 		$513K Buy
3,993
+2,208
+124% +$258K 0.23% 61
2026
Q1 		$215K Hold
1,785
– – 0.11% 96
2025
Q4 		$188K Hold
1,785
– – 0.1% 95
2025
Q3 		$150K Buy
1,785
+1,479
+483% +$122K 0.09% 95
2025
Q2 		$24.3K Sell
306
-150
-33% -$11.9K 0.02% 218
2025
Q1 		$40.9K Buy
456
+1
+0.2% +$93 0.03% 164
2024
Q4 		$45.2K Buy
+455
New +$46.9K 0.03% 163

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MPWM Advisory Solutions's MRK Position: Q2 2026 in Review

MPWM Advisory Solutions increased its Merck (MRK) stake by 124% in Q2 2026, buying an estimated $258K and bringing the position to 3,993 shares worth $513K. The position accounts for 0.23% of the portfolio, ranked #61.

MPWM Advisory Solutions first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • MPWM Advisory Solutions held 3,993 shares of Merck worth $513K as of Q2 2026.
  • MPWM Advisory Solutions bought 2,208 Merck shares in Q2 2026, an estimated $258K.
  • Merck made up 0.23% of MPWM Advisory Solutions's portfolio in Q2 2026, its #61 holding.
  • MPWM Advisory Solutions first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.