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Paces Ferry Wealth Advisors’s Merck MRK Stock Holding History

Paces Ferry 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 		$479K Buy
3,979
+115
+3% +$13.3K 0.2% 67
2025
Q4 		$407K Buy
3,864
+20
+0.5% +$1.88K 0.17% 80
2025
Q3 		$323K Buy
3,844
+291
+8% +$24K 0.13% 90
2025
Q2 		$281K Buy
3,553
+330
+10% +$26.2K 0.13% 94
2025
Q1 		$289K Sell
3,223
-221
-6% -$20.6K 0.14% 93
2024
Q4 		$343K Sell
3,444
-647
-16% -$66.7K 0.17% 80
2024
Q3 		$465K Sell
4,091
-19
-0.5% -$2.26K 0.27% 61
2024
Q2 		$509K Sell
4,110
-36
-0.9% -$4.64K 0.31% 57
2024
Q1 		$547K Sell
4,146
-85
-2% -$10.5K 0.35% 55
2023
Q4 		$461K Buy
4,231
+141
+3% +$14.6K 0.32% 60
2023
Q3 		$421K Sell
4,090
-19
-0.5% -$2.05K 0.33% 61
2023
Q2 		$474K Buy
4,109
+201
+5% +$22.8K 0.36% 56
2023
Q1 		$416K Buy
3,908
+70
+2% +$7.56K 0.34% 64
2022
Q4 		$426K Hold
3,838
– – 0.41% 57
2022
Q3 		$331K Buy
3,838
+249
+7% +$22.2K 0.36% 64
2022
Q2 		$327K Buy
3,589
+48
+1% +$4.25K 0.32% 71
2022
Q1 		$291K Buy
3,541
+139
+4% +$11K 0.23% 87
2021
Q4 		$261K Sell
3,402
-275
-7% -$21.9K 0.19% 94
2021
Q3 		$276K Buy
3,677
+67
+2% +$5.1K 0.22% 94
2021
Q2 		$281K Sell
3,610
-201
-5% -$14.9K 0.21% 93
2021
Q1 		$280K Buy
3,811
+300
+9% +$22.1K 0.24% 90
2020
Q4 		$274K Sell
3,511
-587
-14% -$44.9K 0.25% 81
2020
Q3 		$324K Buy
+4,098
New +$321K 0.28% 70

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

Paces Ferry Wealth Advisors's MRK Position: Q1 2026 in Review

Paces Ferry Wealth Advisors increased its Merck (MRK) stake by 3% in Q1 2026, buying an estimated $13.3K and bringing the position to 3,979 shares worth $479K. The position accounts for 0.2% of the portfolio, ranked #67.

Paces Ferry Wealth Advisors first reported a position in MRK in Q3 2020 and has held it in 23 quarters since. The position peaked at $547K in Q1 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Paces Ferry Wealth Advisors held 3,979 shares of Merck worth $479K as of Q1 2026.
  • Paces Ferry Wealth Advisors bought 115 Merck shares in Q1 2026, an estimated $13.3K.
  • Merck made up 0.2% of Paces Ferry Wealth Advisors's portfolio in Q1 2026, its #67 holding.
  • Paces Ferry Wealth Advisors first reported a position in Merck in Q3 2020 and has held it in 23 quarters since.
  • Paces Ferry Wealth Advisors's Merck position peaked at $547K in Q1 2024.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.