Private Wealth Partners’s Merck MRK Stock Holding History

Private Wealth Partners’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	$37.2M	Sell	309,338 -2,449	-0.8%	-$283K	2.87%	9
2025 Q4	$32.8M	Sell	311,787 -6,512	-2%	-$611K	2.33%	12
2025 Q3	$26.7M	Buy	318,299 +1,535	+0.5%	+$126K	1.9%	15
2025 Q2	$25.1M	Sell	316,764 -13,723	-4%	-$1.09M	1.96%	15
2025 Q1	$29.7M	Buy	330,487 +1,316	+0.4%	+$123K	2.46%	13
2024 Q4	$32.7M	Buy	329,171 +38,652	+13%	+$3.98M	2.51%	10
2024 Q3	$33M	Sell	290,519 -50,478	-15%	-$6M	2.63%	10
2024 Q2	$42.2M	Sell	340,997 -1,049	-0.3%	-$135K	3.13%	8
2024 Q1	$45.1M	Sell	342,046 -5,974	-2%	-$736K	3.61%	9
2023 Q4	$37.9M	Buy	348,020 +1,229	+0.4%	+$128K	3.21%	9
2023 Q3	$35.7M	Sell	346,791 -1,500	-0.4%	-$162K	3.41%	7
2023 Q2	$40.2M	Sell	348,291 -2,660	-0.8%	-$302K	3.69%	7
2023 Q1	$37.3M	Buy	350,951 +260	+0.1%	+$28.1K	3.73%	7
2022 Q4	$38.9M	Buy	350,691 +4,928	+1%	+$504K	4.45%	6
2022 Q3	$29.8M	Buy	345,763 +3,312	+1%	+$296K	3.8%	7
2022 Q2	$31.2M	Sell	342,451 -18,109	-5%	-$1.61M	3.63%	7
2022 Q1	$29.6M	Sell	360,560 -7,505	-2%	-$592K	2.65%	9
2021 Q4	$28.2M	Buy	368,065 +13,547	+4%	+$1.08M	2.38%	12
2021 Q3	$26.6M	Buy	354,518 +44,712	+14%	+$3.4M	2.47%	12
2021 Q2	$24.1M	Buy	309,806 +2,800	+0.9%	+$208K	2.23%	15
2021 Q1	$22.6M	Buy	307,006 +9,833	+3%	+$725K	2.39%	11
2020 Q4	$23.2M	Sell	297,173 -2,424	-0.8%	-$185K	2.52%	10
2020 Q3	$23.7M	Buy	299,597 +39,479	+15%	+$3.09M	2.77%	10
2020 Q2	$19.2M	Buy	260,118 +8,935	+4%	+$673K	2.63%	11
2020 Q1	$18.4M	Sell	251,183 -4,616	-2%	-$363K	3.11%	9
2019 Q4	$22.2M	Buy	255,799 +1,230	+0.5%	+$101K	3.03%	9
2019 Q3	$20.4M	Buy	254,569 +1,287	+0.5%	+$103K	3.18%	8
2019 Q2	$20.3M	Sell	253,282 -322	-0.1%	-$24.7K	3.12%	9
2019 Q1	$20.1M	Buy	253,604 +5,122	+2%	+$383K	3.31%	8
2018 Q4	$18.1M	Buy	248,482 +5,885	+2%	+$415K	3.51%	9
2018 Q3	$16.4M	Sell	242,597 -1,079	-0.4%	-$68.7K	2.5%	11
2018 Q2	$14.1M	Sell	243,676 -2,235	-0.9%	-$126K	2.37%	13
2018 Q1	$12.8M	Sell	245,911 -18,070	-7%	-$976K	2.23%	12
2017 Q4	$14.2M	Buy	263,981 +11,088	+4%	+$615K	2.62%	11
2017 Q3	$15.5M	Buy	252,893 +1,922	+0.8%	+$117K	3.11%	10
2017 Q2	$15.3M	Buy	250,971 +36,339	+17%	+$2.21M	3.33%	8
2017 Q1	$13M	Sell	214,632 -4,336	-2%	-$263K	2.88%	14
2016 Q4	$12.3M	Buy	218,968 +952	+0.4%	+$55.7K	2.92%	13
2016 Q3	$13M	Sell	218,016 -1,949	-0.9%	-$114K	3.12%	8
2016 Q2	$12.1M	Sell	219,965 -3,981	-2%	-$212K	2.91%	10
2016 Q1	$11.3M	Buy	223,946 +1,824	+0.8%	+$89.3K	2.72%	10
2015 Q4	$11.2M	Sell	222,122 -198	-0.1%	-$9.98K	2.62%	11
2015 Q3	$10.5M	Sell	222,320 -10,153	-4%	-$539K	2.64%	8
2015 Q2	$12.6M	Buy	232,473 +1,155	+0.5%	+$64.8K	2.85%	8
2015 Q1	$12.7M	Buy	231,318 +17,439	+8%	+$987K	2.92%	6
2014 Q4	$11.6M	Sell	213,879 -17,592	-8%	-$980K	2.72%	8
2014 Q3	$13.1M	Sell	231,471 -3,299	-1%	-$185K	2.87%	4
2014 Q2	$13M	Buy	234,770 +3,103	+1%	+$169K	2.85%	5
2014 Q1	$12.5M	Sell	231,667 -14,460	-6%	-$749K	2.96%	7
2013 Q4	$11.8M	Sell	246,127 -6,916	-3%	-$316K	2.62%	7
2013 Q3	$11.5M	Sell	253,043 -2,461	-1%	-$112K	2.72%	6
2013 Q2	$11.3M	Buy	+255,504	New	+$11.4M	2.82%	6

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

Private Wealth Partners's MRK Position: Q1 2026 in Review

Private Wealth Partners reduced its Merck (MRK) stake by 0.79% in Q1 2026, selling an estimated $283K and leaving 309,338 shares worth $37.2M. The position accounts for 2.87% of the portfolio, ranked #9.

Private Wealth Partners first reported a position in MRK in Q2 2013 and has held it in 52 quarters since. The position peaked at $45.1M in Q1 2024. 3,777 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Private Wealth Partners held 309,338 shares of Merck worth $37.2M as of Q1 2026.
Private Wealth Partners sold 2,449 Merck shares in Q1 2026, an estimated $283K.
Merck made up 2.87% of Private Wealth Partners's portfolio in Q1 2026, its #9 holding.
Private Wealth Partners first reported a position in Merck in Q2 2013 and has held it in 52 quarters since.
Private Wealth Partners's Merck position peaked at $45.1M in Q1 2024.
3,777 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.