PWM
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Partnership Wealth Management’s Merck MRK Stock Holding History

Partnership 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
Q3 		$291K Hold
2,000
– – 0.21% 59
2026
Q2 		$257K Hold
2,000
– – 0.17% 61
2026
Q1 		$241K Hold
2,000
– – 0.18% 63
2025
Q4 		$211K Buy
+2,000
New +$188K 0.15% 67
2024
Q4 		– Sell
-2,000
Closed -$227K – 141
2024
Q3 		$227K Hold
2,000
– – 0.16% 71
2024
Q2 		$248K Sell
2,000
-125
-6% -$16.1K 0.18% 83
2024
Q1 		$280K Hold
2,125
– – 0.2% 88
2023
Q4 		$257K Buy
+2,125
New +$221K 0.19% 89

Other funds holding MRK

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

Partnership Wealth Management's MRK Position: Q3 2026 in Review

Partnership Wealth Management held its Merck (MRK) position steady in Q3 2026 at 2,000 shares worth $291K. The position accounts for 0.21% of the portfolio, ranked #59.

Partnership Wealth Management first reported a position in MRK in Q4 2023 and has held it in 8 quarters since. 203 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Partnership Wealth Management held 2,000 shares of Merck worth $291K as of Q3 2026.
  • Partnership Wealth Management left its Merck share count unchanged in Q3 2026.
  • Merck made up 0.21% of Partnership Wealth Management's portfolio in Q3 2026, its #59 holding.
  • Partnership Wealth Management first reported a position in Merck in Q4 2023 and has held it in 8 quarters since.
  • 203 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Partnership Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.