Sigma Planning Corp’s Merck MRK Stock Holding History

Sigma Planning Corp’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	$5.72M	Buy	47,554 +586	+1%	+$67.7K	0.16%	130
2025 Q4	$4.94M	Buy	46,968 +10,367	+28%	+$973K	0.14%	149
2025 Q3	$3.07M	Sell	36,601 -3,344	-8%	-$275K	0.09%	237
2025 Q2	$3.16M	Buy	39,945 +1,195	+3%	+$95K	0.1%	221
2025 Q1	$3.48M	Buy	38,750 +1,523	+4%	+$142K	0.11%	196
2024 Q4	$3.7M	Sell	37,227 -689	-2%	-$71K	0.12%	177
2024 Q3	$4.31M	Sell	37,916 -430	-1%	-$51.1K	0.13%	153
2024 Q2	$4.75M	Sell	38,346 -3,330	-8%	-$429K	0.15%	131
2024 Q1	$5.5M	Buy	41,676 +21,412	+106%	+$2.64M	0.17%	112
2023 Q4	$2.21M	Sell	20,264 -25,974	-56%	-$2.7M	0.17%	107
2023 Q3	$4.76M	Sell	46,238 -4,739	-9%	-$511K	0.18%	113
2023 Q2	$5.88M	Sell	50,977 -23,614	-32%	-$2.68M	0.21%	94
2023 Q1	$7.94M	Sell	74,591 -7,457	-9%	-$805K	0.26%	81
2022 Q4	$9.1M	Sell	82,048 -8,835	-10%	-$903K	0.33%	61
2022 Q3	$7.83M	Buy	90,883 +3,546	+4%	+$317K	0.3%	67
2022 Q2	$7.96M	Buy	87,337 +7,198	+9%	+$638K	0.28%	71
2022 Q1	$6.58M	Buy	80,139 +913	+1%	+$72K	0.2%	99
2021 Q4	$6.07M	Buy	79,226 +2,417	+3%	+$193K	0.17%	119
2021 Q3	$5.77M	Buy	76,809 +561	+0.7%	+$42.7K	0.17%	118
2021 Q2	$5.93M	Sell	76,248 -796	-1%	-$59.2K	0.18%	122
2021 Q1	$5.67M	Buy	77,044 +10,231	+15%	+$755K	0.18%	131
2020 Q4	$5.21M	Buy	66,813 +3,201	+5%	+$245K	0.18%	125
2020 Q3	$5.04M	Sell	63,612 -142	-0.2%	-$11.1K	0.2%	112
2020 Q2	$4.7M	Buy	63,754 +8,055	+14%	+$606K	0.21%	102
2020 Q1	$4.09M	Buy	55,699 +5,541	+11%	+$435K	0.24%	81
2019 Q4	$4.35M	Buy	50,158 +786	+2%	+$64.6K	0.18%	121
2019 Q3	$3.97M	Buy	49,372 +636	+1%	+$51K	0.19%	126
2019 Q2	$3.9M	Buy	48,736 +3,554	+8%	+$272K	0.2%	127
2019 Q1	$3.59M	Sell	45,182 -390	-0.9%	-$29.2K	0.2%	123
2018 Q4	$3.32M	Sell	45,572 -482	-1%	-$34K	0.24%	94
2018 Q3	$3.12M	Buy	46,054 +858	+2%	+$54.7K	0.18%	118
2018 Q2	$2.62M	Sell	45,196 -253	-0.6%	-$14.3K	0.18%	131
2018 Q1	$2.36M	Sell	45,449 -6,702	-13%	-$362K	0.17%	143
2017 Q4	$2.8M	Buy	52,151 +1,201	+2%	+$66.6K	0.22%	118
2017 Q3	$3.11M	Buy	50,950 +479	+0.9%	+$29K	0.26%	87
2017 Q2	$3.09M	Buy	50,471 +700	+1%	+$42.6K	0.29%	77
2017 Q1	$3.02M	Buy	49,771 +2,452	+5%	+$149K	0.29%	70
2016 Q4	$2.66M	Buy	47,319 +1,715	+4%	+$100K	0.29%	72
2016 Q3	$2.72M	Buy	45,604 +2,127	+5%	+$124K	0.32%	65
2016 Q2	$2.39M	Buy	43,477 +2,833	+7%	+$151K	0.31%	70
2016 Q1	$2.05M	Sell	40,644 -814	-2%	-$39.9K	0.28%	79
2015 Q4	$2.09M	Sell	41,458 -1,065	-3%	-$53.7K	0.29%	73
2015 Q3	$2M	Sell	42,523 -1,937	-4%	-$103K	0.32%	68
2015 Q2	$2.42M	Buy	44,460 +1,959	+5%	+$110K	0.33%	73
2015 Q1	$2.33M	Sell	42,501 -4,058	-9%	-$230K	0.31%	74
2014 Q4	$2.52M	Buy	+46,559	New	+$2.59M	0.33%	69

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sigma Planning Corp's MRK Position: Q1 2026 in Review

Sigma Planning Corp increased its Merck (MRK) stake by 1.2% in Q1 2026, buying an estimated $67.7K and bringing the position to 47,554 shares worth $5.72M. The position accounts for 0.16% of the portfolio, ranked #130.

Sigma Planning Corp first reported a position in MRK in Q4 2014 and has held it in 46 quarters since. The position peaked at $9.1M in Q4 2022. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Sigma Planning Corp held 47,554 shares of Merck worth $5.72M as of Q1 2026.
Sigma Planning Corp bought 586 Merck shares in Q1 2026, an estimated $67.7K.
Merck made up 0.16% of Sigma Planning Corp's portfolio in Q1 2026, its #130 holding.
Sigma Planning Corp first reported a position in Merck in Q4 2014 and has held it in 46 quarters since.
Sigma Planning Corp's Merck position peaked at $9.1M in Q4 2022.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.