PCS
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Personal CFO Solutions’s Merck MRK Stock Holding History

Personal CFO Solutions’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
Q1 		$2.9M Sell
23,904
-535
-2% -$61.8K 0.41% 41
2025
Q4 		$2.57M Sell
24,439
-2
-0% -$188 0.41% 38
2025
Q3 		$2.05M Sell
24,441
-652
-3% -$53.7K 0.36% 48
2025
Q2 		$1.99M Sell
25,093
-28,729
-53% -$2.28M 0.37% 49
2025
Q1 		$4.83M Sell
53,822
-406
-0.7% -$37.9K 0.98% 15
2024
Q4 		$5.39M Sell
54,228
-2,953
-5% -$304K 1.06% 13
2024
Q3 		$6.49M Buy
57,181
+5,874
+11% +$698K 0.91% 18
2024
Q2 		$6.35M Buy
51,307
+1,462
+3% +$188K 0.98% 18
2024
Q1 		$6.58M Buy
49,845
+6,448
+15% +$795K 1.03% 15
2023
Q4 		$4.73M Sell
43,397
-656
-1% -$68.1K 0.82% 21
2023
Q3 		$4.54M Buy
44,053
+589
+1% +$63.5K 0.9% 20
2023
Q2 		$5.02M Sell
43,464
-1,984
-4% -$225K 1.02% 20
2023
Q1 		$4.84M Sell
45,448
-948
-2% -$102K 1% 19
2022
Q4 		$5.15M Sell
46,396
-5,931
-11% -$606K 1.09% 15
2022
Q3 		$4.51M Sell
52,327
-2,612
-5% -$233K 1.13% 19
2022
Q2 		$5.01M Buy
54,939
+7,351
+15% +$652K 1.17% 17
2022
Q1 		$3.9M Sell
47,588
-489
-1% -$38.6K 0.77% 25
2021
Q4 		$3.69M Buy
48,077
+2,822
+6% +$225K 0.69% 26
2021
Q3 		$3.4M Buy
45,255
+51
+0.1% +$3.88K 0.7% 26
2021
Q2 		$3.52M Sell
45,204
-1,775
-4% -$132K 0.72% 28
2021
Q1 		$3.46M Buy
46,979
+789
+2% +$58.2K 0.75% 26
2020
Q4 		$3.6M Sell
46,190
-1,969
-4% -$151K 0.89% 24
2020
Q3 		$4K Buy
48,159
+1,137
+2% +$89.1K 1.33% 20
2020
Q2 		$3.47M Buy
47,022
+1,747
+4% +$132K 1.03% 21
2020
Q1 		$3.32M Sell
45,275
-2,443
-5% -$192K 1.19% 16
2019
Q4 		$4.16M Buy
47,718
+4,036
+9% +$332K 1.19% 13
2019
Q3 		$3.51M Buy
+43,682
New +$3.5M 1.4% 12

Other funds holding MRK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Personal CFO Solutions's MRK Position: Q1 2026 in Review

Personal CFO Solutions reduced its Merck (MRK) stake by 2.2% in Q1 2026, selling an estimated $61.8K and leaving 23,904 shares worth $2.9M. The position accounts for 0.41% of the portfolio, ranked #41.

Personal CFO Solutions first reported a position in MRK in Q3 2019 and has held it in 27 quarters since. The position peaked at $6.58M in Q1 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Personal CFO Solutions held 23,904 shares of Merck worth $2.9M as of Q1 2026.
  • Personal CFO Solutions sold 535 Merck shares in Q1 2026, an estimated $61.8K.
  • Merck made up 0.41% of Personal CFO Solutions's portfolio in Q1 2026, its #41 holding.
  • Personal CFO Solutions first reported a position in Merck in Q3 2019 and has held it in 27 quarters since.
  • Personal CFO Solutions's Merck position peaked at $6.58M in Q1 2024.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.