Pine Harbor Wealth Management’s Merck MRK Stock Holding History

Pine Harbor Wealth Management’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	$293K	Buy	2,435 +2	+0.1%	+$231	0.09%	82
2025 Q4	$256K	Sell	2,433 -31	-1%	-$2.91K	0.08%	91
2025 Q3	$207K	Buy	+2,464	New	+$203K	0.07%	105
2025 Q2	–	Sell	-2,519	Closed	-$226K	–	107
2025 Q1	$226K	Buy	2,519 +9	+0.4%	+$840	0.09%	85
2024 Q4	$250K	Sell	2,510 -757	-23%	-$78K	0.1%	84
2024 Q3	$371K	Sell	3,267 -46	-1%	-$5.46K	0.18%	66
2024 Q2	$410K	Buy	3,313 +7	+0.2%	+$902	0.24%	61
2024 Q1	$436K	Sell	3,306 -29	-0.9%	-$3.57K	0.27%	59
2023 Q4	$364K	Buy	+3,335	New	+$346K	0.28%	62

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

Pine Harbor Wealth Management's MRK Position: Q1 2026 in Review

Pine Harbor Wealth Management increased its Merck (MRK) stake by 0.08% in Q1 2026, buying an estimated $231 and bringing the position to 2,435 shares worth $293K. The position accounts for 0.09% of the portfolio, ranked #82.

Pine Harbor Wealth Management first reported a position in MRK in Q4 2023 and has held it in 9 quarters since. The position peaked at $436K in Q1 2024. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Pine Harbor Wealth Management held 2,435 shares of Merck worth $293K as of Q1 2026.
Pine Harbor Wealth Management bought 2 Merck shares in Q1 2026, an estimated $231.
Merck made up 0.09% of Pine Harbor Wealth Management's portfolio in Q1 2026, its #82 holding.
Pine Harbor Wealth Management first reported a position in Merck in Q4 2023 and has held it in 9 quarters since.
Pine Harbor Wealth Management's Merck position peaked at $436K in Q1 2024.
3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Pine Harbor Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.