PWM
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Pines Wealth Management’s Merck MRK Stock Holding History

Pines 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 		$1.11M Buy
9,193
+2,025
+28% +$234K 0.36% 77
2025
Q4 		$755K Buy
7,168
+57
+0.8% +$5.35K 0.24% 97
2025
Q3 		$597K Sell
7,111
-104
-1% -$8.57K 0.2% 115
2025
Q2 		$584K Buy
7,215
+234
+3% +$18.6K 0.21% 115
2025
Q1 		$551K Buy
6,981
+154
+2% +$14.4K 0.25% 99
2024
Q4 		$678K Buy
+6,827
New +$704K 0.29% 88

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

Pines Wealth Management's MRK Position: Q1 2026 in Review

Pines Wealth Management increased its Merck (MRK) stake by 28% in Q1 2026, buying an estimated $234K and bringing the position to 9,193 shares worth $1.11M. The position accounts for 0.36% of the portfolio, ranked #77.

Pines Wealth Management first reported a position in MRK in Q4 2024 and has held it in 6 quarters since. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Pines Wealth Management held 9,193 shares of Merck worth $1.11M as of Q1 2026.
  • Pines Wealth Management bought 2,025 Merck shares in Q1 2026, an estimated $234K.
  • Merck made up 0.36% of Pines Wealth Management's portfolio in Q1 2026, its #77 holding.
  • Pines Wealth Management first reported a position in Merck in Q4 2024 and has held it in 6 quarters since.
  • 3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.