Prepared Retirement Institute’s Merck MRK Stock Holding History

Prepared Retirement Institute’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	$932K	Sell	7,745 -24	-0.3%	-$2.77K	0.46%	31
2025 Q4	$818K	Sell	7,769 -70	-0.9%	-$6.57K	0.41%	34
2025 Q3	$658K	Buy	7,839 +594	+8%	+$48.9K	0.34%	36
2025 Q2	$574K	Buy	7,245 +5	+0.1%	+$397	0.34%	39
2025 Q1	$650K	Sell	7,240 -470	-6%	-$43.9K	0.41%	34
2024 Q4	$767K	Sell	7,710 -246	-3%	-$25.4K	0.44%	29
2024 Q3	$904K	Buy	7,956 +66	+0.8%	+$7.84K	0.55%	27
2024 Q2	$977K	Sell	7,890 -127	-2%	-$16.4K	0.65%	23
2024 Q1	$1.06M	Sell	8,017 -640	-7%	-$78.9K	0.79%	20
2023 Q4	$944K	Buy	+8,657	New	+$899K	0.71%	21

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

Prepared Retirement Institute's MRK Position: Q1 2026 in Review

Prepared Retirement Institute reduced its Merck (MRK) stake by 0.31% in Q1 2026, selling an estimated $2.77K and leaving 7,745 shares worth $932K. The position accounts for 0.46% of the portfolio, ranked #31.

Prepared Retirement Institute first reported a position in MRK in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.06M in Q1 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Prepared Retirement Institute held 7,745 shares of Merck worth $932K as of Q1 2026.
Prepared Retirement Institute sold 24 Merck shares in Q1 2026, an estimated $2.77K.
Merck made up 0.46% of Prepared Retirement Institute's portfolio in Q1 2026, its #31 holding.
Prepared Retirement Institute first reported a position in Merck in Q4 2023 and has held it in 10 quarters since.
Prepared Retirement Institute's Merck position peaked at $1.06M in Q1 2024.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Prepared Retirement Institute's 13F filing for Q1 2026, filed 30 Apr 2026.