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Phillips Wealth Planners’s Merck MRK Stock Holding History

Phillips Wealth Planners’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 		$578K Sell
5,198
-1,164
-18% -$134K 0.44% 69
2025
Q4 		$707K Buy
6,362
+2,177
+52% +$204K 0.57% 53
2025
Q3 		$372K Buy
4,185
+1,291
+45% +$106K 0.31% 106
2025
Q2 		$235K Sell
2,894
-216
-7% -$17.2K 0.21% 161
2025
Q1 		$246K Sell
3,110
-4,882
-61% -$456K 0.26% 139
2024
Q4 		$793K Sell
7,992
-1,094
-12% -$113K 0.79% 31
2024
Q3 		$1M Buy
9,086
+277
+3% +$32.9K 0.96% 24
2024
Q2 		$1.12M Buy
8,809
+559
+7% +$72K 1.18% 18
2024
Q1 		$1.03M Sell
8,250
-753
-8% -$92.8K 1.19% 17
2023
Q4 		$1.07M Sell
9,003
-1,810
-17% -$188K 1.29% 17
2023
Q3 		$1.09M Sell
10,813
-236
-2% -$25.4K 1.47% 12
2023
Q2 		$1.27M Buy
11,049
+53
+0.5% +$6.02K 1.67% 7
2023
Q1 		$1.28M Buy
10,996
+742
+7% +$80.1K 1.69% 9
2022
Q4 		$1.12M Buy
+10,254
New +$1.05M 1.96% 9

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

Phillips Wealth Planners's MRK Position: Q1 2026 in Review

Phillips Wealth Planners reduced its Merck (MRK) stake by 18% in Q1 2026, selling an estimated $134K and leaving 5,198 shares worth $578K. The position accounts for 0.44% of the portfolio, ranked #69.

Phillips Wealth Planners first reported a position in MRK in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.28M in Q1 2023. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Phillips Wealth Planners held 5,198 shares of Merck worth $578K as of Q1 2026.
  • Phillips Wealth Planners sold 1,164 Merck shares in Q1 2026, an estimated $134K.
  • Merck made up 0.44% of Phillips Wealth Planners's portfolio in Q1 2026, its #69 holding.
  • Phillips Wealth Planners first reported a position in Merck in Q4 2022 and has held it in 14 quarters since.
  • Phillips Wealth Planners's Merck position peaked at $1.28M in Q1 2023.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.