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Peak Planning Group’s Merck MRK Stock Holding History

Peak Planning Group’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 		$253K Buy
1,967
+4
+0.2% +$468 0.06% 111
2026
Q1 		$236K Buy
1,963
+5
+0.3% +$577 0.07% 110
2025
Q4 		$206K Buy
+1,958
New +$184K 0.06% 119
2025
Q3 		– Sell
-2,571
Closed -$203K – 98
2025
Q2 		$203K Sell
2,571
-2,075
-45% -$165K 0.13% 89
2025
Q1 		$417K Sell
4,646
-5,761
-55% -$538K 0.18% 77
2024
Q4 		$1.04M Sell
10,407
-2,393
-19% -$247K 0.43% 40
2024
Q3 		$1.45M Sell
12,800
-458
-3% -$54.4K 0.64% 30
2024
Q2 		$1.64M Buy
13,258
+2,513
+23% +$324K 0.81% 23
2024
Q1 		$1.42M Buy
10,745
+261
+2% +$32.2K 0.89% 25
2023
Q4 		$1.14M Buy
10,484
+408
+4% +$42.4K 0.82% 28
2023
Q3 		$1.04M Buy
10,076
+55
+0.5% +$5.93K 0.81% 27
2023
Q2 		$1.16M Buy
10,021
+163
+2% +$18.5K 0.86% 26
2023
Q1 		$1.05M Buy
9,858
+244
+3% +$26.3K 0.85% 30
2022
Q4 		$1.07M Buy
9,614
+561
+6% +$57.3K 0.94% 28
2022
Q3 		$780K Buy
9,053
+1,262
+16% +$113K 0.72% 33
2022
Q2 		$710K Buy
+7,791
New +$691K 0.6% 39
2021
Q4 		$547K Buy
7,137
+2,955
+71% +$235K 0.4% 49
2021
Q3 		$314K Buy
+4,182
New +$318K 0.27% 62
2021
Q1 		$266K Buy
3,615
+800
+28% +$59K 0.26% 62
2020
Q4 		$220K Buy
2,815
+189
+7% +$14.5K 0.25% 59
2020
Q3 		$208K Buy
+2,626
New +$206K 0.29% 49

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

Peak Planning Group's MRK Position: Q2 2026 in Review

Peak Planning Group increased its Merck (MRK) stake by 0.2% in Q2 2026, buying an estimated $468 and bringing the position to 1,967 shares worth $253K. The position accounts for 0.06% of the portfolio, ranked #111.

Peak Planning Group first reported a position in MRK in Q3 2020 and has held it in 21 quarters since. The position peaked at $1.64M in Q2 2024. 3,828 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Peak Planning Group held 1,967 shares of Merck worth $253K as of Q2 2026.
  • Peak Planning Group bought 4 Merck shares in Q2 2026, an estimated $468.
  • Merck made up 0.06% of Peak Planning Group's portfolio in Q2 2026, its #111 holding.
  • Peak Planning Group first reported a position in Merck in Q3 2020 and has held it in 21 quarters since.
  • Peak Planning Group's Merck position peaked at $1.64M in Q2 2024.
  • 3,828 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.