NWM
MRK icon

Navigoe Wealth Management’s Merck MRK Stock Holding History

Navigoe 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 		$9K Hold
81
– – 0.01% 122
2025
Q4 		$8K Hold
81
– – ﹤0.01% 163
2025
Q3 		$6K Buy
81
+16
+25% +$1.32K ﹤0.01% 177
2025
Q2 		$5K Hold
65
– – ﹤0.01% 128
2025
Q1 		$5K Sell
65
-1
-2% -$93 ﹤0.01% 127
2024
Q4 		$6K Buy
+66
New +$6.8K 0.01% 126

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

Navigoe Wealth Management's MRK Position: Q1 2026 in Review

Navigoe Wealth Management held its Merck (MRK) position steady in Q1 2026 at 81 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #122.

Navigoe Wealth Management first reported a position in MRK in Q4 2024 and has held it in 6 quarters since. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Navigoe Wealth Management held 81 shares of Merck worth $9K as of Q1 2026.
  • Navigoe Wealth Management left its Merck share count unchanged in Q1 2026.
  • Merck made up 0.01% of Navigoe Wealth Management's portfolio in Q1 2026, its #122 holding.
  • Navigoe Wealth Management first reported a position in Merck in Q4 2024 and has held it in 6 quarters since.
  • 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

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