Spartan Planning & Wealth Management’s Merck MRK Stock Holding History

Spartan Planning & 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	$666K	Buy	5,533 +750	+16%	+$86.6K	0.49%	32
2025 Q4	$503K	Buy	+4,783	New	+$449K	0.37%	40
2023 Q4	$235K	Sell	2,158 -149	-6%	-$15.5K	0.25%	50
2023 Q3	$238K	Buy	+2,307	New	+$249K	0.28%	53
2022 Q4	$402K	Buy	3,619 +1,004	+38%	+$103K	0.5%	31
2022 Q3	$225K	Sell	2,615 -1,411	-35%	-$126K	0.29%	22
2022 Q2	$367K	Buy	4,026 +4,023	+134,100%	+$357K	0.49%	23
2022 Q1	$0	Buy	+3	New	+$237	﹤0.01%	139

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

Spartan Planning & Wealth Management's MRK Position: Q1 2026 in Review

Spartan Planning & Wealth Management increased its Merck (MRK) stake by 16% in Q1 2026, buying an estimated $86.6K and bringing the position to 5,533 shares worth $666K. The position accounts for 0.49% of the portfolio, ranked #32.

Spartan Planning & Wealth Management first reported a position in MRK in Q1 2022 and has held it in 8 quarters since. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Spartan Planning & Wealth Management held 5,533 shares of Merck worth $666K as of Q1 2026.
Spartan Planning & Wealth Management bought 750 Merck shares in Q1 2026, an estimated $86.6K.
Merck made up 0.49% of Spartan Planning & Wealth Management's portfolio in Q1 2026, its #32 holding.
Spartan Planning & Wealth Management first reported a position in Merck in Q1 2022 and has held it in 8 quarters since.
3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.