Philip James Wealth Mangement’s Merck MRK Stock Holding History

Philip James Wealth Mangement’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	$22.2M	Sell	184,582 -395	-0.2%	-$45.6K	2.55%	8
2025 Q4	$19.5M	Sell	184,977 -6,986	-4%	-$656K	2.26%	7
2025 Q3	$16.1M	Buy	191,963 +89	+0%	+$7.33K	1.88%	7
2025 Q2	$15.2M	Buy	191,874 +97,798	+104%	+$7.77M	1.94%	8
2025 Q1	$8.44M	Buy	94,076 +48,842	+108%	+$4.56M	1.03%	18
2024 Q4	$4.5M	Sell	45,234 -123	-0.3%	-$12.7K	0.58%	43
2024 Q3	$5.15M	Buy	+45,357	New	+$5.39M	0.63%	38

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

Philip James Wealth Mangement's MRK Position: Q1 2026 in Review

Philip James Wealth Mangement reduced its Merck (MRK) stake by 0.21% in Q1 2026, selling an estimated $45.6K and leaving 184,582 shares worth $22.2M. The position accounts for 2.55% of the portfolio, ranked #8.

Philip James Wealth Mangement first reported a position in MRK in Q3 2024 and has held it in 7 quarters since. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Philip James Wealth Mangement held 184,582 shares of Merck worth $22.2M as of Q1 2026.
Philip James Wealth Mangement sold 395 Merck shares in Q1 2026, an estimated $45.6K.
Merck made up 2.55% of Philip James Wealth Mangement's portfolio in Q1 2026, its #8 holding.
Philip James Wealth Mangement first reported a position in Merck in Q3 2024 and has held it in 7 quarters since.
3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.