RWM
MRK icon

RMG Wealth Management’s Merck MRK Stock Holding History

RMG 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
Q2 		$5.53K Sell
42
-63
-60% -$7.37K ﹤0.01% 341
2026
Q1 		$11.6K Buy
105
+63
+150% +$7.27K ﹤0.01% 280
2025
Q4 		$4.59K Hold
42
– – ﹤0.01% 311
2025
Q3 		$3.67K Hold
42
– – ﹤0.01% 262
2025
Q2 		$3.35K Buy
+42
New +$3.34K ﹤0.01% 272

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RMG Wealth Management's MRK Position: Q2 2026 in Review

RMG Wealth Management reduced its Merck (MRK) stake by 60% in Q2 2026, selling an estimated $7.37K and leaving 42 shares worth $5.53K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

RMG Wealth Management first reported a position in MRK in Q2 2025 and has held it in 5 quarters since. The position peaked at $11.6K in Q1 2026. 3,847 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • RMG Wealth Management held 42 shares of Merck worth $5.53K as of Q2 2026.
  • RMG Wealth Management sold 63 Merck shares in Q2 2026, an estimated $7.37K.
  • Merck made up ﹤0.01% of RMG Wealth Management's portfolio in Q2 2026, its #341 holding.
  • RMG Wealth Management first reported a position in Merck in Q2 2025 and has held it in 5 quarters since.
  • RMG Wealth Management's Merck position peaked at $11.6K in Q1 2026.
  • 3,847 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on RMG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.