OWP
MRK icon

Obermeyer Wealth Partners’s Merck MRK Stock Holding History

Obermeyer Wealth Partners’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 		$1.04M Sell
8,610
-58
-0.7% -$6.7K 0.05% 112
2025
Q4 		$912K Sell
8,668
-161
-2% -$15.1K 0.04% 123
2025
Q3 		$741K Sell
8,829
-1,057
-11% -$87.1K 0.03% 135
2025
Q2 		$783K Sell
9,886
-151,400
-94% -$12M 0.04% 124
2025
Q1 		$14.5M Sell
161,286
-4,095
-2% -$382K 0.77% 40
2024
Q4 		$16.5M Sell
165,381
-15,386
-9% -$1.59M 0.86% 37
2024
Q3 		$20.5M Sell
180,767
-2,924
-2% -$347K 1.1% 34
2024
Q2 		$22.7M Sell
183,691
-625
-0.3% -$80.5K 1.3% 29
2024
Q1 		$24.3M Buy
184,316
+11,906
+7% +$1.47M 1.43% 28
2023
Q4 		$18.8M Buy
172,410
+164,042
+1,960% +$17M 1.28% 30
2023
Q3 		$861K Sell
8,368
-325
-4% -$35K 0.06% 74
2023
Q2 		$1M Hold
8,693
– – 0.07% 69
2023
Q1 		$925K Sell
8,693
-8,076
-48% -$872K 0.07% 72
2022
Q4 		$1.86M Sell
16,769
-152
-0.9% -$15.5K 0.14% 54
2022
Q3 		$1.46M Buy
16,921
+7,286
+76% +$650K 0.12% 57
2022
Q2 		$878K Buy
9,635
+198
+2% +$17.6K 0.06% 74
2022
Q1 		$774K Buy
9,437
+756
+9% +$59.6K 0.05% 95
2021
Q4 		$665K Sell
8,681
-239
-3% -$19K 0.04% 104
2021
Q3 		$670K Sell
8,920
-336
-4% -$25.6K 0.04% 101
2021
Q2 		$720K Sell
9,256
-877
-9% -$65.2K 0.04% 103
2021
Q1 		$745K Buy
10,133
+2,152
+27% +$159K 0.05% 98
2020
Q4 		$623K Sell
7,981
-419
-5% -$32K 0.04% 76
2020
Q3 		$665K Buy
8,400
+884
+12% +$69.2K 0.05% 69
2020
Q2 		$555K Sell
7,516
-7
-0.1% -$527 0.05% 72
2020
Q1 		$552K Sell
7,523
-1,001
-12% -$78.7K 0.06% 60
2019
Q4 		$740K Buy
8,524
+284
+3% +$23.3K 0.07% 62
2019
Q3 		$662K Buy
8,240
+722
+10% +$57.9K 0.06% 62
2019
Q2 		$602K Buy
7,518
+104
+1% +$7.96K 0.05% 72
2019
Q1 		$588K Sell
7,414
-541
-7% -$40.5K 0.06% 70
2018
Q4 		$580K Buy
7,955
+70
+0.9% +$4.94K 0.06% 66
2018
Q3 		$534K Buy
7,885
+1,048
+15% +$66.8K 0.05% 73
2018
Q2 		$396K Hold
6,837
– – 0.04% 82
2018
Q1 		$355K Sell
6,837
-419
-6% -$22.6K 0.03% 84
2017
Q4 		$390K Buy
7,256
+357
+5% +$19.8K 0.03% 90
2017
Q3 		$422K Buy
6,899
+1,618
+31% +$98.1K 0.04% 84
2017
Q2 		$323K Buy
5,281
+131
+3% +$7.97K 0.03% 92
2017
Q1 		$312K Sell
5,150
-1,572
-23% -$95.4K 0.03% 100
2016
Q4 		$378K Hold
6,722
– – 0.04% 94
2016
Q3 		$400K Sell
6,722
-87
-1% -$5.09K 0.04% 86
2016
Q2 		$374K Buy
6,809
+419
+7% +$22.3K 0.04% 88
2016
Q1 		$323K Hold
6,390
– – 0.03% 97
2015
Q4 		$322K Sell
6,390
-1,714
-21% -$86.4K 0.03% 95
2015
Q3 		$382K Hold
8,104
– – 0.04% 82
2015
Q2 		$440K Buy
8,104
+1,048
+15% +$58.8K 0.04% 88
2015
Q1 		$387K Hold
7,056
– – 0.03% 100
2014
Q4 		$382K Buy
+7,056
New +$393K 0.03% 106
2013
Q3 		– Sell
-314
Closed -$14K – 194
2013
Q2 		$14K Buy
+314
New +$14K ﹤0.01% 237

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

Obermeyer Wealth Partners's MRK Position: Q1 2026 in Review

Obermeyer Wealth Partners reduced its Merck (MRK) stake by 0.67% in Q1 2026, selling an estimated $6.7K and leaving 8,610 shares worth $1.04M. The position accounts for 0.05% of the portfolio, ranked #112.

Obermeyer Wealth Partners first reported a position in MRK in Q2 2013 and has held it in 47 quarters since. The position peaked at $24.3M in Q1 2024. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Obermeyer Wealth Partners held 8,610 shares of Merck worth $1.04M as of Q1 2026.
  • Obermeyer Wealth Partners sold 58 Merck shares in Q1 2026, an estimated $6.7K.
  • Merck made up 0.05% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #112 holding.
  • Obermeyer Wealth Partners first reported a position in Merck in Q2 2013 and has held it in 47 quarters since.
  • Obermeyer Wealth Partners's Merck position peaked at $24.3M in Q1 2024.
  • 3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.