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Schrum Private Wealth Management’s Merck MRK Stock Holding History

Schrum Private 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 		$380K Sell
3,162
-40
-1% -$4.62K 0.29% 86
2025
Q4 		$337K Sell
3,202
-46
-1% -$4.32K 0.25% 98
2025
Q3 		$273K Buy
3,248
+248
+8% +$20.4K 0.2% 105
2025
Q2 		$237K Buy
3,000
+2
+0.1% +$159 0.19% 111
2025
Q1 		$269K Sell
2,998
-260
-8% -$24.3K 0.24% 102
2024
Q4 		$324K Sell
3,258
-2,136
-40% -$220K 0.27% 88
2024
Q3 		$613K Buy
5,394
+1,697
+46% +$202K 0.32% 74
2024
Q2 		$458K Buy
3,697
+2
+0.1% +$258 0.41% 64
2024
Q1 		$488K Buy
3,695
+1,785
+93% +$220K 0.44% 59
2023
Q4 		$208K Sell
1,910
-1,576
-45% -$164K 0.3% 93
2023
Q3 		$359K Buy
3,486
+2
+0.1% +$216 0.41% 65
2023
Q2 		$402K Buy
3,484
+1
+0% +$114 0.43% 60
2023
Q1 		$371K Sell
3,483
-15
-0.4% -$1.62K 0.43% 63
2022
Q4 		$388K Sell
3,498
-812
-19% -$83K 0.46% 62
2022
Q3 		$370K Buy
4,310
+26
+0.6% +$2.32K 0.47% 63
2022
Q2 		$391K Sell
4,284
-25
-0.6% -$2.22K 0.44% 65
2022
Q1 		$358K Buy
4,309
+145
+3% +$11.4K 0.36% 79
2021
Q4 		$320K Buy
+4,164
New +$332K 0.29% 91

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

Schrum Private Wealth Management's MRK Position: Q1 2026 in Review

Schrum Private Wealth Management reduced its Merck (MRK) stake by 1.2% in Q1 2026, selling an estimated $4.62K and leaving 3,162 shares worth $380K. The position accounts for 0.29% of the portfolio, ranked #86.

Schrum Private Wealth Management first reported a position in MRK in Q4 2021 and has held it in 18 quarters since. The position peaked at $613K in Q3 2024. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Schrum Private Wealth Management held 3,162 shares of Merck worth $380K as of Q1 2026.
  • Schrum Private Wealth Management sold 40 Merck shares in Q1 2026, an estimated $4.62K.
  • Merck made up 0.29% of Schrum Private Wealth Management's portfolio in Q1 2026, its #86 holding.
  • Schrum Private Wealth Management first reported a position in Merck in Q4 2021 and has held it in 18 quarters since.
  • Schrum Private Wealth Management's Merck position peaked at $613K in Q3 2024.
  • 3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Schrum Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.