Petix & Botte Financial’s Merck MRK Stock Holding History

Petix & Botte Financial’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	–	Sell	-1,966	Closed	-$207K	–	141
2025 Q4	$207K	Sell	1,966 -1,530	-44%	-$144K	0.05%	129
2025 Q3	$293K	Hold	3,496	–	–	0.07%	111
2025 Q2	$277K	Hold	3,496	–	–	0.07%	112
2025 Q1	$314K	Hold	3,496	–	–	0.08%	100
2024 Q4	$348K	Hold	3,496	–	–	0.09%	101
2024 Q3	$397K	Hold	3,496	–	–	0.11%	85
2024 Q2	$433K	Buy	3,496 +1,748	+100%	+$225K	0.12%	81
2024 Q1	$231K	Sell	1,748 -1,748	-50%	-$215K	0.06%	128
2023 Q4	$381K	Hold	3,496	–	–	0.11%	87
2023 Q3	$360K	Buy	3,496 +100	+3%	+$10.8K	0.11%	84
2023 Q2	$392K	Buy	+3,396	New	+$386K	0.12%	80
2022 Q2	–	Sell	-3,064	Closed	-$251K	–	96
2022 Q1	$251K	Buy	+3,064	New	+$242K	0.08%	99
2021 Q4	–	Sell	-3,064	Closed	-$231K	–	98
2021 Q3	$231K	Buy	+3,064	New	+$233K	0.08%	102

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

Petix & Botte Financial's MRK Position: Q1 2026 in Review

Petix & Botte Financial sold out of Merck (MRK) in Q1 2026, closing a stake of 1,966 shares — an estimated $207K sold.

Petix & Botte Financial first reported a position in MRK in Q3 2021 and held it in 13 quarters. The position peaked at $433K in Q2 2024. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Petix & Botte Financial reported no remaining Merck position as of Q1 2026 after selling out during the quarter.
Petix & Botte Financial sold 1,966 Merck shares in Q1 2026, an estimated $207K.
Petix & Botte Financial first reported a position in Merck in Q3 2021 and held it in 13 quarters.
Petix & Botte Financial's Merck position peaked at $433K in Q2 2024.
3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Petix & Botte Financial's 13F filing for Q1 2026, filed 30 Apr 2026.