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RKL Wealth Management’s Merck MRK Stock Holding History

RKL 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 		$1.6M Sell
13,265
-1,198
-8% -$138K 0.14% 77
2025
Q4 		$1.52M Sell
14,463
-88
-0.6% -$8.26K 0.13% 80
2025
Q3 		$1.22M Buy
14,551
+547
+4% +$45.1K 0.1% 82
2025
Q2 		$1.11M Buy
14,004
+713
+5% +$56.7K 0.1% 86
2025
Q1 		$1.19M Buy
13,291
+2,930
+28% +$274K 0.11% 88
2024
Q4 		$1.03M Hold
10,361
– – 0.09% 93
2024
Q3 		$1.18M Sell
10,361
-146
-1% -$17.3K 0.11% 79
2024
Q2 		$1.3M Buy
10,507
+27
+0.3% +$3.48K 0.13% 71
2024
Q1 		$1.38M Buy
10,480
+181
+2% +$22.3K 0.14% 70
2023
Q4 		$1.12M Buy
10,299
+5,483
+114% +$569K 0.12% 77
2023
Q3 		$496K Sell
4,816
-149
-3% -$16.1K 0.06% 92
2023
Q2 		$573K Sell
4,965
-202
-4% -$22.9K 0.07% 89
2023
Q1 		$550K Sell
5,167
-318
-6% -$34.3K 0.07% 89
2022
Q4 		$609K Buy
5,485
+163
+3% +$16.7K 0.08% 90
2022
Q3 		$458K Buy
5,322
+530
+11% +$47.3K 0.07% 92
2022
Q2 		$437K Buy
4,792
+1,374
+40% +$122K 0.06% 96
2022
Q1 		$280K Buy
3,418
+805
+31% +$63.5K 0.03% 122
2021
Q4 		$200K Buy
+2,613
New +$208K 0.02% 126
2021
Q3 		– Sell
-3,788
Closed -$295K – 129
2021
Q2 		$295K Buy
+3,788
New +$282K 0.04% 110
2020
Q1 		– Sell
-2,326
Closed -$202K – 119
2019
Q4 		$202K Sell
2,326
-477
-17% -$39.2K 0.04% 119
2019
Q3 		$224K Sell
2,803
-501
-15% -$40.2K 0.04% 119
2019
Q2 		$264K Buy
3,304
+330
+11% +$25.3K 0.05% 114
2019
Q1 		$236K Buy
2,974
+64
+2% +$4.79K 0.05% 123
2018
Q4 		$213K Buy
+2,910
New +$205K 0.05% 121
2017
Q4 		– Sell
-3,982
Closed -$244K – 146
2017
Q3 		$244K Sell
3,982
-114
-3% -$6.91K 0.07% 136
2017
Q2 		$251K Buy
+4,096
New +$249K 0.08% 131

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

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

RKL Wealth Management reduced its Merck (MRK) stake by 8.3% in Q1 2026, selling an estimated $138K and leaving 13,265 shares worth $1.6M. The position accounts for 0.14% of the portfolio, ranked #77.

RKL Wealth Management first reported a position in MRK in Q2 2017 and has held it in 26 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • RKL Wealth Management held 13,265 shares of Merck worth $1.6M as of Q1 2026.
  • RKL Wealth Management sold 1,198 Merck shares in Q1 2026, an estimated $138K.
  • Merck made up 0.14% of RKL Wealth Management's portfolio in Q1 2026, its #77 holding.
  • RKL Wealth Management first reported a position in Merck in Q2 2017 and has held it in 26 quarters since.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.