Pinnacle Wealth Planning Services’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.58M | Sell |
13,154
-200
| -1% | -$23.1K | 0.16% | 75 |
|
|
2025
Q4 | $1.41M | Sell |
13,354
-729
| -5% | -$68.4K | 0.15% | 79 |
|
|
2025
Q3 | $1.18M | Sell |
14,083
-165
| -1% | -$13.6K | 0.14% | 88 |
|
|
2025
Q2 | $1.13M | Buy |
14,248
+928
| +7% | +$73.8K | 0.15% | 87 |
|
|
2025
Q1 | $1.2M | Buy |
13,320
+1,212
| +10% | +$113K | 0.18% | 68 |
|
|
2024
Q4 | $1.2M | Sell |
12,108
-3,211
| -21% | -$331K | 0.18% | 66 |
|
|
2024
Q3 | $1.74M | Sell |
15,319
-25
| -0.2% | -$2.97K | 0.24% | 58 |
|
|
2024
Q2 | $1.9M | Sell |
15,344
-75
| -0.5% | -$9.66K | 0.27% | 53 |
|
|
2024
Q1 | $2.03M | Sell |
15,419
-96
| -0.6% | -$11.8K | 0.3% | 53 |
|
|
2023
Q4 | $1.69M | Sell |
15,515
-312
| -2% | -$32.4K | 0.27% | 57 |
|
|
2023
Q3 | $1.63M | Sell |
15,827
-762
| -5% | -$82.1K | 0.27% | 53 |
|
|
2023
Q2 | $1.91M | Sell |
16,589
-703
| -4% | -$79.8K | 0.31% | 50 |
|
|
2023
Q1 | $1.84M | Buy |
17,292
+224
| +1% | +$24.2K | 0.31% | 52 |
|
|
2022
Q4 | $1.89M | Buy |
17,068
+1,590
| +10% | +$163K | 0.34% | 52 |
|
|
2022
Q3 | $1.33M | Buy |
15,478
+204
| +1% | +$18.2K | 0.25% | 64 |
|
|
2022
Q2 | $1.39M | Buy |
15,274
+1,012
| +7% | +$89.7K | 0.25% | 65 |
|
|
2022
Q1 | $1.17M | Buy |
14,262
+1,700
| +14% | +$134K | 0.21% | 76 |
|
|
2021
Q4 | $962K | Buy |
12,562
+1,901
| +18% | +$151K | 0.19% | 82 |
|
|
2021
Q3 | $801K | Buy |
10,661
+227
| +2% | +$17.3K | 0.18% | 89 |
|
|
2021
Q2 | $811K | Buy |
10,434
+2,653
| +34% | +$197K | 0.19% | 88 |
|
|
2021
Q1 | $572K | Sell |
7,781
-3,617
| -32% | -$267K | 0.15% | 111 |
|
|
2020
Q4 | $889K | Buy |
11,398
+849
| +8% | +$64.9K | 0.21% | 71 |
|
|
2020
Q3 | $835K | Buy |
10,549
+831
| +9% | +$65.1K | 0.28% | 68 |
|
|
2020
Q2 | $718K | Buy |
9,718
+56
| +0.6% | +$4.22K | 0.23% | 76 |
|
|
2020
Q1 | $708K | Sell |
9,662
-511
| -5% | -$40.2K | 0.34% | 61 |
|
|
2019
Q4 | $882K | Buy |
10,173
+238
| +2% | +$19.5K | 0.41% | 56 |
|
|
2019
Q3 | $798K | Buy |
9,935
+2,670
| +37% | +$214K | 0.43% | 48 |
|
|
2019
Q2 | $581K | Buy |
7,265
+824
| +13% | +$63.1K | 0.35% | 56 |
|
|
2019
Q1 | $511K | Sell |
6,441
-2,703
| -30% | -$202K | 0.34% | 58 |
|
|
2018
Q4 | $667K | Sell |
9,144
-647
| -7% | -$45.7K | 0.43% | 47 |
|
|
2018
Q3 | $663K | Buy |
9,791
+12
| +0.1% | +$765 | 0.61% | 45 |
|
|
2018
Q2 | $566K | Buy |
9,779
+363
| +4% | +$20.5K | 0.55% | 58 |
|
|
2018
Q1 | $489K | Buy |
9,416
+6,198
| +193% | +$335K | 0.5% | 61 |
|
|
2017
Q4 | $173K | Buy |
+3,218
| New | +$178K | 0.35% | 62 |
|
Other funds holding MRK
VCM
VPM
Pinnacle Wealth Planning Services's MRK Position: Q1 2026 in Review
Pinnacle Wealth Planning Services reduced its Merck (MRK) stake by 1.5% in Q1 2026, selling an estimated $23.1K and leaving 13,154 shares worth $1.58M. The position accounts for 0.16% of the portfolio, ranked #75.
Pinnacle Wealth Planning Services first reported a position in MRK in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.03M in Q1 2024. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.
- Pinnacle Wealth Planning Services held 13,154 shares of Merck worth $1.58M as of Q1 2026.
- Pinnacle Wealth Planning Services sold 200 Merck shares in Q1 2026, an estimated $23.1K.
- Merck made up 0.16% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #75 holding.
- Pinnacle Wealth Planning Services first reported a position in Merck in Q4 2017 and has held it in 34 quarters since.
- Pinnacle Wealth Planning Services's Merck position peaked at $2.03M in Q1 2024.
- 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.
Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.