PWM
MRK icon

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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Partnership Wealth Management's MRK Position: Q2 2026 in Review

Partnership Wealth Management held its Merck (MRK) position steady in Q2 2026 at 2,000 shares worth $257K. The position accounts for 0.17% of the portfolio, ranked #61.

Partnership Wealth Management first reported a position in MRK in Q4 2023 and has held it in 7 quarters since. The position peaked at $280K in Q1 2024. 3,819 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Partnership Wealth Management held 2,000 shares of Merck worth $257K as of Q2 2026.
  • Partnership Wealth Management left its Merck share count unchanged in Q2 2026.
  • Merck made up 0.17% of Partnership Wealth Management's portfolio in Q2 2026, its #61 holding.
  • Partnership Wealth Management first reported a position in Merck in Q4 2023 and has held it in 7 quarters since.
  • Partnership Wealth Management's Merck position peaked at $280K in Q1 2024.
  • 3,819 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Partnership Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.