NWF Advisory Services’s Merck MRK Stock Holding History

NWF Advisory Services’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	$1.75M	Sell	14,568 -1,797	-11%	-$207K	0.2%	94
2025 Q4	$1.72M	Buy	16,365 +1,247	+8%	+$117K	0.19%	90
2025 Q3	$1.27M	Sell	15,118 -1,732	-10%	-$143K	0.14%	116
2025 Q2	$1.33M	Buy	16,850 +8,777	+109%	+$698K	0.16%	107
2025 Q1	$725K	Sell	8,073 -501	-6%	-$46.8K	0.1%	135
2024 Q4	$860K	Sell	8,574 -5,282	-38%	-$545K	0.13%	96
2024 Q3	$1.57M	Buy	13,856 +1,780	+15%	+$211K	0.23%	81
2024 Q2	$1.5M	Sell	12,076 -71	-0.6%	-$9.15K	0.24%	73
2024 Q1	$1.6M	Buy	12,147 +284	+2%	+$35K	0.27%	70
2023 Q4	$1.29M	Buy	11,863 +1,536	+15%	+$159K	0.26%	77
2023 Q3	$1.06M	Buy	10,327 +83	+0.8%	+$8.95K	0.25%	79
2023 Q2	$1.18M	Hold	10,244	–	–	0.27%	73
2023 Q1	$1.18M	Buy	+10,244	New	+$1.11M	0.27%	73

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

NWF Advisory Services's MRK Position: Q1 2026 in Review

NWF Advisory Services reduced its Merck (MRK) stake by 11% in Q1 2026, selling an estimated $207K and leaving 14,568 shares worth $1.75M. The position accounts for 0.2% of the portfolio, ranked #94.

NWF Advisory Services first reported a position in MRK in Q1 2023 and has held it in 13 quarters since. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

NWF Advisory Services held 14,568 shares of Merck worth $1.75M as of Q1 2026.
NWF Advisory Services sold 1,797 Merck shares in Q1 2026, an estimated $207K.
Merck made up 0.2% of NWF Advisory Services's portfolio in Q1 2026, its #94 holding.
NWF Advisory Services first reported a position in Merck in Q1 2023 and has held it in 13 quarters since.
3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.