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Semus Wealth Partners’s Merck MRK Stock Holding History

Semus Wealth Partners’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 		$783K Sell
6,506
-4
-0.1% -$462 0.44% 46
2025
Q4 		$685K Buy
6,510
+55
+0.9% +$5.16K 0.37% 49
2025
Q3 		$542K Sell
6,455
-407
-6% -$33.5K 0.31% 57
2025
Q2 		$543K Buy
6,862
+1,823
+36% +$145K 0.35% 51
2025
Q1 		$452K Buy
5,039
+382
+8% +$35.7K 0.32% 59
2024
Q4 		$463K Buy
4,657
+1,245
+36% +$128K 0.31% 57
2024
Q3 		$387K Buy
3,412
+395
+13% +$46.9K 0.27% 71
2024
Q2 		$374K Sell
3,017
-187
-6% -$24.1K 0.29% 68
2024
Q1 		$423K Sell
3,204
-363
-10% -$44.7K 0.36% 64
2023
Q4 		$389K Sell
3,567
-152
-4% -$15.8K 0.32% 70
2023
Q3 		$383K Buy
3,719
+205
+6% +$22.1K 0.36% 65
2023
Q2 		$405K Buy
3,514
+58
+2% +$6.58K 0.37% 61
2023
Q1 		$368K Sell
3,456
-565
-14% -$61K 0.4% 60
2022
Q4 		$446K Buy
+4,021
New +$411K 0.54% 48

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

Semus Wealth Partners's MRK Position: Q1 2026 in Review

Semus Wealth Partners reduced its Merck (MRK) stake by 0.06% in Q1 2026, selling an estimated $462 and leaving 6,506 shares worth $783K. The position accounts for 0.44% of the portfolio, ranked #46.

Semus Wealth Partners first reported a position in MRK in Q4 2022 and has held it in 14 quarters since. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Semus Wealth Partners held 6,506 shares of Merck worth $783K as of Q1 2026.
  • Semus Wealth Partners sold 4 Merck shares in Q1 2026, an estimated $462.
  • Merck made up 0.44% of Semus Wealth Partners's portfolio in Q1 2026, its #46 holding.
  • Semus Wealth Partners first reported a position in Merck in Q4 2022 and has held it in 14 quarters since.
  • 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

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