PTM Wealth Management
MRK icon

PTM Wealth Management’s Merck MRK Stock Holding History

PTM Wealth Management’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
Q3 		$456K Sell
3,215
-37
-1% -$5.11K 0.19% 32
2026
Q2 		$426K Buy
3,252
+124
+4% +$14.5K 0.19% 35
2026
Q1 		$378K Buy
3,128
+4
+0.1% +$462 0.2% 36
2025
Q4 		$336K Buy
+3,124
New +$293K 0.19% 41

Other funds holding MRK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

PTM Wealth Management's MRK Position: Q3 2026 in Review

PTM Wealth Management reduced its Merck (MRK) stake by 1.1% in Q3 2026, selling an estimated $5.11K and leaving 3,215 shares worth $456K. The position accounts for 0.19% of the portfolio, ranked #32.

PTM Wealth Management first reported a position in MRK in Q4 2025 and has held it in 4 quarters since. 2,606 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • PTM Wealth Management held 3,215 shares of Merck worth $456K as of Q3 2026.
  • PTM Wealth Management sold 37 Merck shares in Q3 2026, an estimated $5.11K.
  • Merck made up 0.19% of PTM Wealth Management's portfolio in Q3 2026, its #32 holding.
  • PTM Wealth Management first reported a position in Merck in Q4 2025 and has held it in 4 quarters since.
  • 2,606 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on PTM Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.