PWMG
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Private Wealth Management Group’s Merck MRK Stock Holding History

Private Wealth Management Group’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 		$300K Sell
2,491
-48
-2% -$5.54K 0.08% 71
2025
Q4 		$267K Sell
2,539
-25
-1% -$2.35K 0.07% 78
2025
Q3 		$215K Buy
2,564
+26
+1% +$2.14K 0.06% 83
2025
Q2 		$201K Sell
2,538
-260
-9% -$20.7K 0.07% 81
2025
Q1 		$251K Sell
2,798
-547
-16% -$51.1K 0.09% 70
2024
Q4 		$333K Buy
3,345
+435
+15% +$44.8K 0.13% 63
2024
Q3 		$330K Buy
2,910
+9
+0.3% +$1.07K 0.13% 62
2024
Q2 		$359K Hold
2,901
– – 0.16% 55
2024
Q1 		$383K Sell
2,901
-67
-2% -$8.26K 0.17% 49
2023
Q4 		$324K Buy
+2,968
New +$308K 0.16% 54

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

Private Wealth Management Group's MRK Position: Q1 2026 in Review

Private Wealth Management Group reduced its Merck (MRK) stake by 1.9% in Q1 2026, selling an estimated $5.54K and leaving 2,491 shares worth $300K. The position accounts for 0.08% of the portfolio, ranked #71.

Private Wealth Management Group first reported a position in MRK in Q4 2023 and has held it in 10 quarters since. The position peaked at $383K in Q1 2024. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Private Wealth Management Group held 2,491 shares of Merck worth $300K as of Q1 2026.
  • Private Wealth Management Group sold 48 Merck shares in Q1 2026, an estimated $5.54K.
  • Merck made up 0.08% of Private Wealth Management Group's portfolio in Q1 2026, its #71 holding.
  • Private Wealth Management Group first reported a position in Merck in Q4 2023 and has held it in 10 quarters since.
  • Private Wealth Management Group's Merck position peaked at $383K in Q1 2024.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.