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Peak Retirement Planning’s Merck MRK Stock Holding History

Peak Retirement Planning’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 		$3.76M Buy
29,248
+7,649
+35% +$895K 0.6% 47
2026
Q1 		$2.6M Buy
21,599
+1,362
+7% +$157K 0.52% 54
2025
Q4 		$2.13M Sell
20,237
-1,921
-9% -$180K 0.5% 51
2025
Q3 		$1.86M Buy
22,158
+4,961
+29% +$409K 0.52% 51
2025
Q2 		$1.36M Buy
17,197
+6,164
+56% +$490K 0.55% 50
2025
Q1 		$990K Buy
11,033
+2,469
+29% +$231K 0.55% 62
2024
Q4 		$899K Buy
+8,564
New +$883K 0.61% 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 Retirement Planning's MRK Position: Q2 2026 in Review

Peak Retirement Planning increased its Merck (MRK) stake by 35% in Q2 2026, buying an estimated $895K and bringing the position to 29,248 shares worth $3.76M. The position accounts for 0.6% of the portfolio, ranked #47.

Peak Retirement Planning first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. 3,815 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Peak Retirement Planning held 29,248 shares of Merck worth $3.76M as of Q2 2026.
  • Peak Retirement Planning bought 7,649 Merck shares in Q2 2026, an estimated $895K.
  • Merck made up 0.6% of Peak Retirement Planning's portfolio in Q2 2026, its #47 holding.
  • Peak Retirement Planning first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
  • 3,815 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.