QP Wealth Management’s Merck MRK Stock Holding History

QP 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	–	Sell	-2,595	Closed	-$273K	–	94
2025 Q4	$273K	Buy	+2,595	New	+$244K	0.24%	82
2023 Q3	$288K	Hold	2,802	–	–	0.5%	52
2023 Q2	$323K	Hold	2,802	–	–	0.51%	45
2023 Q1	$298K	Hold	2,802	–	–	0.49%	50
2022 Q4	$311K	Sell	2,802 -278	-9%	-$28.4K	0.48%	52
2022 Q3	$267K	Hold	3,080	–	–	0.38%	48
2022 Q2	$281K	Hold	3,080	–	–	0.39%	54
2022 Q1	$253K	Hold	3,080	–	–	0.28%	61
2021 Q4	$236K	Sell	3,080 -1	-0%	-$80	0.25%	66
2021 Q3	$231K	Hold	3,081	–	–	0.25%	63
2021 Q2	$240K	Sell	3,081 -148	-5%	-$11K	0.25%	65
2021 Q1	$238K	Hold	3,229	–	–	0.26%	55
2020 Q4	$252K	Hold	3,229	–	–	0.28%	54
2020 Q3	$256K	Hold	3,229	–	–	0.33%	50
2020 Q2	$238K	Sell	3,229 -14	-0.4%	-$1.05K	0.33%	49
2020 Q1	$250K	Hold	3,243	–	–	0.36%	50
2019 Q4	$268K	Buy	+3,243	New	+$266K	0.33%	66

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

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

QP Wealth Management sold out of Merck (MRK) in Q1 2026, closing a stake of 2,595 shares — an estimated $273K sold.

QP Wealth Management first reported a position in MRK in Q4 2019 and held it in 17 quarters. The position peaked at $323K in Q2 2023. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

QP Wealth Management reported no remaining Merck position as of Q1 2026 after selling out during the quarter.
QP Wealth Management sold 2,595 Merck shares in Q1 2026, an estimated $273K.
QP Wealth Management first reported a position in Merck in Q4 2019 and held it in 17 quarters.
QP Wealth Management's Merck position peaked at $323K in Q2 2023.
3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on QP Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.