MWA
MRK icon

Muirfield Wealth Advisors’s Merck MRK Stock Holding History

Muirfield Wealth Advisors’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 		$272K Sell
2,120
-15
-0.7% -$1.76K 0.18% 68
2026
Q1 		$257K Buy
2,135
+17
+0.8% +$1.96K 0.19% 69
2025
Q4 		$223K Buy
+2,118
New +$199K 0.16% 71
2025
Q3 		– Sell
-3,746
Closed -$297K – 74
2025
Q2 		$297K Buy
3,746
+36
+1% +$2.86K 0.24% 59
2025
Q1 		$333K Buy
3,710
+29
+0.8% +$2.71K 0.28% 57
2024
Q4 		$366K Buy
3,681
+26
+0.7% +$2.68K 0.3% 52
2024
Q3 		$415K Buy
3,655
+22
+0.6% +$2.61K 0.35% 48
2024
Q2 		$450K Buy
3,633
+21
+0.6% +$2.71K 0.42% 42
2024
Q1 		$477K Buy
3,612
+24
+0.7% +$2.96K 0.46% 42
2023
Q4 		$391K Buy
+3,588
New +$372K 0.41% 45

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 $3.37T AUM 44.26% 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

Muirfield Wealth Advisors's MRK Position: Q2 2026 in Review

Muirfield Wealth Advisors reduced its Merck (MRK) stake by 0.7% in Q2 2026, selling an estimated $1.76K and leaving 2,120 shares worth $272K. The position accounts for 0.18% of the portfolio, ranked #68.

Muirfield Wealth Advisors first reported a position in MRK in Q4 2023 and has held it in 10 quarters since. The position peaked at $477K in Q1 2024. 3,844 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Muirfield Wealth Advisors held 2,120 shares of Merck worth $272K as of Q2 2026.
  • Muirfield Wealth Advisors sold 15 Merck shares in Q2 2026, an estimated $1.76K.
  • Merck made up 0.18% of Muirfield Wealth Advisors's portfolio in Q2 2026, its #68 holding.
  • Muirfield Wealth Advisors first reported a position in Merck in Q4 2023 and has held it in 10 quarters since.
  • Muirfield Wealth Advisors's Merck position peaked at $477K in Q1 2024.
  • 3,844 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Muirfield Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.