PWM
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PBMares Wealth Management’s Merck MRK Stock Holding History

PBMares 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
2025
Q3 		$1.3M Hold
15,461
– – 0.21% 57
2025
Q2 		$1.22M Buy
15,461
+43
+0.3% +$3.42K 0.22% 56
2025
Q1 		$1.38M Sell
15,418
-734
-5% -$68.5K 0.28% 50
2024
Q4 		$1.61M Sell
16,152
-230
-1% -$23.7K 0.33% 48
2024
Q3 		$1.86M Buy
16,382
+200
+1% +$23.8K 0.39% 37
2024
Q2 		$2M Sell
16,182
-4
-0% -$515 0.49% 33
2024
Q1 		$2.14M Sell
16,186
-7
-0% -$863 0.56% 32
2023
Q4 		$1.77M Sell
16,193
-727
-4% -$75.5K 0.53% 33
2023
Q3 		$1.74M Sell
16,920
-299
-2% -$32.2K 0.63% 28
2023
Q2 		$1.99M Sell
17,219
-1
-0% -$114 0.71% 24
2023
Q1 		$1.83M Hold
17,220
– – 0.68% 24
2022
Q4 		$1.91M Sell
17,220
-250
-1% -$25.6K 0.77% 23
2022
Q3 		$1.5M Buy
17,470
+820
+5% +$73.2K 0.66% 31
2022
Q2 		$1.52M Buy
16,650
+101
+0.6% +$8.95K 0.65% 29
2022
Q1 		$1.36M Sell
16,549
-319
-2% -$25.2K 0.84% 23
2021
Q4 		$1.29M Buy
16,868
+320
+2% +$25.5K 0.55% 34
2021
Q3 		$1.24M Hold
16,548
– – 0.59% 31
2021
Q2 		$1.29M Sell
16,548
-623
-4% -$46.3K 0.7% 27
2021
Q1 		$1.26M Buy
17,171
+611
+4% +$45.1K 1.03% 24
2020
Q4 		$1.29M Buy
16,560
+1,603
+11% +$123K 1.49% 14
2020
Q3 		$1.18M Hold
14,957
– – 1.74% 12
2020
Q2 		$1.1M Buy
14,957
+1
+0% +$75 1.66% 12
2020
Q1 		$1.1M Buy
14,956
+288
+2% +$22.6K 1.73% 12
2019
Q4 		$1.27M Buy
+14,668
New +$1.2M 1.52% 16

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PBMares Wealth Management's MRK Position: Q3 2025 in Review

PBMares Wealth Management held its Merck (MRK) position steady in Q3 2025 at 15,461 shares worth $1.3M. The position accounts for 0.21% of the portfolio, ranked #57.

PBMares Wealth Management first reported a position in MRK in Q4 2019 and has held it in 24 quarters since. The position peaked at $2.14M in Q1 2024. 3,309 funds tracked by Wall St. Rank hold MRK as of Q3 2025.

  • PBMares Wealth Management held 15,461 shares of Merck worth $1.3M as of Q3 2025.
  • PBMares Wealth Management left its Merck share count unchanged in Q3 2025.
  • Merck made up 0.21% of PBMares Wealth Management's portfolio in Q3 2025, its #57 holding.
  • PBMares Wealth Management first reported a position in Merck in Q4 2019 and has held it in 24 quarters since.
  • PBMares Wealth Management's Merck position peaked at $2.14M in Q1 2024.
  • 3,309 funds tracked by Wall St. Rank held Merck as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.