RMR Wealth Builders
MRK icon

RMR Wealth Builders’s Merck MRK Stock Holding History

RMR Wealth Builders’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
Q3 		$2.76M Buy
18,995
+541
+3% +$74.8K 0.16% 81
2026
Q2 		$2.37M Buy
18,454
+5,388
+41% +$631K 0.15% 80
2026
Q1 		$1.58M Buy
13,066
+1,056
+9% +$122K 0.12% 90
2025
Q4 		$1.26M Buy
12,010
+1,267
+12% +$119K 0.1% 104
2025
Q3 		$902K Sell
10,743
-639
-6% -$52.6K 0.08% 117
2025
Q2 		$901K Sell
11,382
-1,020
-8% -$81.1K 0.08% 121
2025
Q1 		$1.11M Sell
12,402
-14,234
-53% -$1.33M 0.12% 98
2024
Q4 		$2.65M Buy
26,636
+451
+2% +$46.5K 0.27% 49
2024
Q3 		$2.97M Sell
26,185
-369
-1% -$43.8K 0.32% 40
2024
Q2 		$3.29M Buy
26,554
+344
+1% +$44.3K 0.38% 38
2024
Q1 		$3.46M Buy
26,210
+4,754
+22% +$586K 0.42% 34
2023
Q4 		$2.34M Buy
21,456
+1,095
+5% +$114K 0.33% 40
2023
Q3 		$2.1M Buy
20,361
+4,047
+25% +$436K 0.33% 42
2023
Q2 		$1.89M Buy
16,314
+2,212
+16% +$251K 0.32% 39
2023
Q1 		$1.5M Buy
14,102
+988
+8% +$107K 0.29% 43
2022
Q4 		$1.46M Sell
13,114
-436
-3% -$44.6K 0.33% 37
2022
Q3 		$1.18M Buy
13,550
+4,395
+48% +$392K 0.29% 41
2022
Q2 		$841K Sell
9,155
-535
-6% -$47.4K 0.21% 69
2022
Q1 		$802K Buy
9,690
+656
+7% +$51.7K 0.17% 81
2021
Q4 		$699K Buy
9,034
+2,875
+47% +$229K 0.2% 50
2021
Q3 		$467K Sell
6,159
-2,751
-31% -$209K 0.14% 105
2021
Q2 		$699K Sell
8,910
-4,902
-35% -$365K 0.23% 70
2021
Q1 		$1.02M Buy
13,812
+10,559
+325% +$779K 0.26% 56
2020
Q4 		$254K Sell
3,253
-25,876
-89% -$1.98M 0.12% 129
2020
Q3 		$2.31M Buy
29,129
+28,815
+9,177% +$2.26M 0.6% 30
2020
Q2 		$23K Buy
+314
New +$23.6K 0.02% 296

Other funds holding MRK

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

RMR Wealth Builders's MRK Position: Q3 2026 in Review

RMR Wealth Builders increased its Merck (MRK) stake by 2.9% in Q3 2026, buying an estimated $74.8K and bringing the position to 18,995 shares worth $2.76M. The position accounts for 0.16% of the portfolio, ranked #81.

RMR Wealth Builders first reported a position in MRK in Q2 2020 and has held it in 26 quarters since. The position peaked at $3.46M in Q1 2024. 2,305 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • RMR Wealth Builders held 18,995 shares of Merck worth $2.76M as of Q3 2026.
  • RMR Wealth Builders bought 541 Merck shares in Q3 2026, an estimated $74.8K.
  • Merck made up 0.16% of RMR Wealth Builders's portfolio in Q3 2026, its #81 holding.
  • RMR Wealth Builders first reported a position in Merck in Q2 2020 and has held it in 26 quarters since.
  • RMR Wealth Builders's Merck position peaked at $3.46M in Q1 2024.
  • 2,305 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.