PWM
MRK icon

Perigon Wealth Management’s Merck MRK Stock Holding History

Perigon 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
2020
Q3 		– Sell
-16,034
Closed -$49K – 392
2020
Q2 		$49K Hold
16,034
– – 0.01% 354
2020
Q1 		$62K Sell
16,034
-48,313
-75% -$3.8M 0.01% 312
2019
Q4 		$22K Hold
64,347
– – ﹤0.01% 269
2019
Q3 		$40K Hold
64,347
– – 0.01% 238
2019
Q2 		$101K Buy
+64,347
New +$4.93M 0.02% 239

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

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

Perigon Wealth Management increased its Merck (MRK) stake by 1.4% in Q2 2026, buying an estimated $132K and bringing the position to 81,333 shares worth $10.5M. The position accounts for 0.16% of the portfolio, ranked #127.

Perigon Wealth Management first reported a position in MRK in Q4 2013 and has held it in 51 quarters since. The position peaked at $22.6M in Q2 2016. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Perigon Wealth Management held 81,333 shares of Merck worth $10.5M as of Q2 2026.
  • Perigon Wealth Management bought 1,124 Merck shares in Q2 2026, an estimated $132K.
  • Merck made up 0.16% of Perigon Wealth Management's portfolio in Q2 2026, its #127 holding.
  • Perigon Wealth Management first reported a position in Merck in Q4 2013 and has held it in 51 quarters since.
  • Perigon Wealth Management's Merck position peaked at $22.6M in Q2 2016.
  • 3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.