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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Perigon Wealth Management's MRK Position: Q1 2026 in Review

Perigon Wealth Management increased its Merck (MRK) stake by 1.4% in Q1 2026, buying an estimated $125K and bringing the position to 80,209 shares worth $9.65M. The position accounts for 0.18% of the portfolio, ranked #122.

Perigon Wealth Management first reported a position in MRK in Q4 2013 and has held it in 50 quarters since. The position peaked at $22.6M in Q2 2016. 3,777 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Perigon Wealth Management held 80,209 shares of Merck worth $9.65M as of Q1 2026.
Perigon Wealth Management bought 1,081 Merck shares in Q1 2026, an estimated $125K.
Merck made up 0.18% of Perigon Wealth Management's portfolio in Q1 2026, its #122 holding.
Perigon Wealth Management first reported a position in Merck in Q4 2013 and has held it in 50 quarters since.
Perigon Wealth Management's Merck position peaked at $22.6M in Q2 2016.
3,777 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.