Oxford Wealth Group’s Merck MRK Stock Holding History

Oxford Wealth Group’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	$1.08M	Sell	8,970 -297	-3%	-$34.3K	0.59%	39
2025 Q4	$975K	Buy	+9,267	New	+$870K	0.47%	42
2024 Q4	$1.15M	Sell	11,570 -510	-4%	-$52.6K	0.74%	31
2024 Q3	$1.37M	Buy	12,080 +247	+2%	+$29.3K	1.12%	25
2024 Q2	$1.46M	Sell	11,833 -251	-2%	-$32.3K	1.01%	33
2024 Q1	$1.59M	Buy	+12,084	New	+$1.49M	1.45%	17

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

Oxford Wealth Group's MRK Position: Q1 2026 in Review

Oxford Wealth Group reduced its Merck (MRK) stake by 3.2% in Q1 2026, selling an estimated $34.3K and leaving 8,970 shares worth $1.08M. The position accounts for 0.59% of the portfolio, ranked #39.

Oxford Wealth Group first reported a position in MRK in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.59M in Q1 2024. 3,782 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Oxford Wealth Group held 8,970 shares of Merck worth $1.08M as of Q1 2026.
Oxford Wealth Group sold 297 Merck shares in Q1 2026, an estimated $34.3K.
Merck made up 0.59% of Oxford Wealth Group's portfolio in Q1 2026, its #39 holding.
Oxford Wealth Group first reported a position in Merck in Q1 2024 and has held it in 6 quarters since.
Oxford Wealth Group's Merck position peaked at $1.59M in Q1 2024.
3,782 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Oxford Wealth Group's 13F filing for Q1 2026, filed 11 May 2026.