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Retirement Guys Formula’s Merck MRK Stock Holding History

Retirement Guys Formula’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 		$2.2M Buy
18,323
+15,145
+477% +$1.75M 1.01% 27
2025
Q4 		$335K Sell
3,178
-7,228
-69% -$678K 0.15% 113
2025
Q3 		$873K Sell
10,406
-12,445
-54% -$1.03M 0.31% 101
2025
Q2 		$1.81M Buy
22,851
+3,323
+17% +$264K 0.69% 48
2025
Q1 		$1.75M Buy
+19,528
New +$1.82M 0.87% 33
2024
Q1 		– Sell
-9,479
Closed -$1.03M – 144
2023
Q4 		$1.03M Buy
9,479
+965
+11% +$100K 0.55% 51
2023
Q3 		$877K Buy
8,514
+2,557
+43% +$276K 0.61% 44
2023
Q2 		$687K Buy
5,957
+146
+3% +$16.6K 0.4% 62
2023
Q1 		$618K Buy
5,811
+274
+5% +$29.6K 0.44% 56
2022
Q4 		$614K Sell
5,537
-229
-4% -$23.4K 0.5% 45
2022
Q3 		$497K Buy
5,766
+7
+0.1% +$625 0.52% 36
2022
Q2 		$525K Sell
5,759
-1,060
-16% -$94K 0.54% 39
2022
Q1 		$559K Buy
6,819
+585
+9% +$46.1K 0.37% 44
2021
Q4 		$478K Buy
+6,234
New +$497K 0.38% 57

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

Retirement Guys Formula's MRK Position: Q1 2026 in Review

Retirement Guys Formula increased its Merck (MRK) stake by 477% in Q1 2026, buying an estimated $1.75M and bringing the position to 18,323 shares worth $2.2M. The position accounts for 1.01% of the portfolio, ranked #27.

Retirement Guys Formula first reported a position in MRK in Q4 2021 and has held it in 14 quarters since. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Retirement Guys Formula held 18,323 shares of Merck worth $2.2M as of Q1 2026.
  • Retirement Guys Formula bought 15,145 Merck shares in Q1 2026, an estimated $1.75M.
  • Merck made up 1.01% of Retirement Guys Formula's portfolio in Q1 2026, its #27 holding.
  • Retirement Guys Formula first reported a position in Merck in Q4 2021 and has held it in 14 quarters since.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.