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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
Q2 		$861K Buy
6,685
+1,487
+29% +$174K 0.63% 45
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 $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

Phillips Wealth Planners's MRK Position: Q2 2026 in Review

Phillips Wealth Planners increased its Merck (MRK) stake by 29% in Q2 2026, buying an estimated $174K and bringing the position to 6,685 shares worth $861K. The position accounts for 0.63% of the portfolio, ranked #45.

Phillips Wealth Planners first reported a position in MRK in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.28M in Q1 2023. 3,844 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Phillips Wealth Planners held 6,685 shares of Merck worth $861K as of Q2 2026.
  • Phillips Wealth Planners bought 1,487 Merck shares in Q2 2026, an estimated $174K.
  • Merck made up 0.63% of Phillips Wealth Planners's portfolio in Q2 2026, its #45 holding.
  • Phillips Wealth Planners first reported a position in Merck in Q4 2022 and has held it in 15 quarters since.
  • Phillips Wealth Planners's Merck position peaked at $1.28M in Q1 2023.
  • 3,844 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.