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 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 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

Muirfield Wealth Advisors's MRK Position: Q1 2026 in Review

Muirfield Wealth Advisors increased its Merck (MRK) stake by 0.8% in Q1 2026, buying an estimated $1.96K and bringing the position to 2,135 shares worth $257K. The position accounts for 0.19% of the portfolio, ranked #69.

Muirfield Wealth Advisors first reported a position in MRK in Q4 2023 and has held it in 9 quarters since. The position peaked at $477K in Q1 2024. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Muirfield Wealth Advisors held 2,135 shares of Merck worth $257K as of Q1 2026.
Muirfield Wealth Advisors bought 17 Merck shares in Q1 2026, an estimated $1.96K.
Merck made up 0.19% of Muirfield Wealth Advisors's portfolio in Q1 2026, its #69 holding.
Muirfield Wealth Advisors first reported a position in Merck in Q4 2023 and has held it in 9 quarters since.
Muirfield Wealth Advisors's Merck position peaked at $477K in Q1 2024.
3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Muirfield Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.