PJWM
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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
Q2 		$22.3M Sell
173,727
-10,855
-6% -$1.27M 2.51% 9
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
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

Philip James Wealth Mangement's MRK Position: Q2 2026 in Review

Philip James Wealth Mangement reduced its Merck (MRK) stake by 5.9% in Q2 2026, selling an estimated $1.27M and leaving 173,727 shares worth $22.3M. The position accounts for 2.51% of the portfolio, ranked #9.

Philip James Wealth Mangement first reported a position in MRK in Q3 2024 and has held it in 8 quarters since. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Philip James Wealth Mangement held 173,727 shares of Merck worth $22.3M as of Q2 2026.
  • Philip James Wealth Mangement sold 10,855 Merck shares in Q2 2026, an estimated $1.27M.
  • Merck made up 2.51% of Philip James Wealth Mangement's portfolio in Q2 2026, its #9 holding.
  • Philip James Wealth Mangement first reported a position in Merck in Q3 2024 and has held it in 8 quarters since.
  • 3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.