Plotkin Financial Advisors’s Merck MRK Stock Holding History

Plotkin Financial Advisors’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	$1.22M	Buy	10,131 +29	+0.3%	+$3.35K	0.61%	33
2025 Q4	$1.06M	Hold	10,102	–	–	0.52%	37
2025 Q3	$848K	Hold	10,102	–	–	0.42%	40
2025 Q2	$800K	Hold	10,102	–	–	0.44%	39
2025 Q1	$907K	Hold	10,102	–	–	0.56%	35
2024 Q4	$1M	Hold	10,102	–	–	0.6%	34
2024 Q3	$1.15M	Hold	10,102	–	–	0.69%	32
2024 Q2	$1.25M	Hold	10,102	–	–	0.8%	30
2024 Q1	$1.33M	Buy	+10,102	New	+$1.25M	0.88%	29

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

Plotkin Financial Advisors's MRK Position: Q1 2026 in Review

Plotkin Financial Advisors increased its Merck (MRK) stake by 0.29% in Q1 2026, buying an estimated $3.35K and bringing the position to 10,131 shares worth $1.22M. The position accounts for 0.61% of the portfolio, ranked #33.

Plotkin Financial Advisors first reported a position in MRK in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.33M in Q1 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Plotkin Financial Advisors held 10,131 shares of Merck worth $1.22M as of Q1 2026.
Plotkin Financial Advisors bought 29 Merck shares in Q1 2026, an estimated $3.35K.
Merck made up 0.61% of Plotkin Financial Advisors's portfolio in Q1 2026, its #33 holding.
Plotkin Financial Advisors first reported a position in Merck in Q1 2024 and has held it in 9 quarters since.
Plotkin Financial Advisors's Merck position peaked at $1.33M in Q1 2024.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Plotkin Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.