PWM
MRK icon

Palumbo Wealth Management’s Merck MRK Stock Holding History

Palumbo 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 		$585K Buy
4,860
+264
+6% +$30.5K 0.14% 107
2025
Q4 		$484K Buy
4,596
+220
+5% +$20.7K 0.12% 126
2025
Q3 		$315K Buy
4,376
+130
+3% +$10.7K 0.1% 128
2025
Q2 		$336K Buy
4,246
+274
+7% +$21.8K 0.1% 134
2025
Q1 		$357K Buy
3,972
+300
+8% +$28K 0.12% 118
2024
Q4 		$365K Buy
3,672
+22
+0.6% +$2.27K 0.14% 107
2024
Q3 		$414K Sell
3,650
-2
-0.1% -$238 0.16% 97
2024
Q2 		$452K Sell
3,652
-51
-1% -$6.57K 0.19% 80
2024
Q1 		$489K Sell
3,703
-238
-6% -$29.3K 0.22% 77
2023
Q4 		$430K Sell
3,941
-23
-0.6% -$2.39K 0.22% 80
2023
Q3 		$408K Sell
3,964
-174
-4% -$18.8K 0.22% 74
2023
Q2 		$478K Sell
4,138
-8,128
-66% -$923K 0.29% 63
2023
Q1 		$1.3M Sell
12,266
-631
-5% -$68.1K 0.87% 23
2022
Q4 		$1.43M Sell
12,897
-15
-0.1% -$1.53K 1.14% 18
2022
Q3 		$1.11M Buy
12,912
+254
+2% +$22.7K 0.94% 21
2022
Q2 		$1.15M Buy
12,658
+363
+3% +$32.2K 0.92% 19
2022
Q1 		$1.01M Buy
12,295
+304
+3% +$24K 0.65% 36
2021
Q4 		$919K Buy
11,991
+1,006
+9% +$80.1K 0.58% 38
2021
Q3 		$825K Buy
10,985
+693
+7% +$52.7K 0.54% 38
2021
Q2 		$800K Buy
10,292
+179
+2% +$13.3K 0.54% 43
2021
Q1 		$744K Buy
10,113
+796
+9% +$58.7K 0.56% 44
2020
Q4 		$727K Buy
+9,317
New +$713K 0.59% 34

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

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

Palumbo Wealth Management increased its Merck (MRK) stake by 5.7% in Q1 2026, buying an estimated $30.5K and bringing the position to 4,860 shares worth $585K. The position accounts for 0.14% of the portfolio, ranked #107.

Palumbo Wealth Management first reported a position in MRK in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.43M in Q4 2022. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Palumbo Wealth Management held 4,860 shares of Merck worth $585K as of Q1 2026.
  • Palumbo Wealth Management bought 264 Merck shares in Q1 2026, an estimated $30.5K.
  • Merck made up 0.14% of Palumbo Wealth Management's portfolio in Q1 2026, its #107 holding.
  • Palumbo Wealth Management first reported a position in Merck in Q4 2020 and has held it in 22 quarters since.
  • Palumbo Wealth Management's Merck position peaked at $1.43M in Q4 2022.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Palumbo Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.