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 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

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

PTM Wealth Management's MRK Position: Q1 2026 in Review

PTM Wealth Management increased its Merck (MRK) stake by 0.13% in Q1 2026, buying an estimated $462 and bringing the position to 3,128 shares worth $378K. The position accounts for 0.2% of the portfolio, ranked #36.

PTM Wealth Management first reported a position in MRK in Q4 2025 and has held it in 2 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

PTM Wealth Management held 3,128 shares of Merck worth $378K as of Q1 2026.
PTM Wealth Management bought 4 Merck shares in Q1 2026, an estimated $462.
Merck made up 0.2% of PTM Wealth Management's portfolio in Q1 2026, its #36 holding.
PTM Wealth Management first reported a position in Merck in Q4 2025 and has held it in 2 quarters since.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on PTM Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.