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Sterling Wealth Management’s Merck MRK Stock Holding History

Sterling 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 		$292K Buy
2,426
+3
+0.1% +$346 0.08% 88
2025
Q4 		$255K Sell
2,423
-927
-28% -$87K 0.07% 92
2025
Q3 		$281K Sell
3,350
-80
-2% -$6.59K 0.09% 84
2025
Q2 		$272K Buy
+3,430
New +$273K 0.09% 87
2024
Q4 		$382K Sell
3,836
-400
-9% -$41.2K 0.14% 75
2024
Q3 		$481K Buy
4,236
+800
+23% +$95K 0.18% 63
2024
Q2 		$425K Sell
3,436
-8
-0.2% -$1.03K 0.2% 64
2024
Q1 		$454K Hold
3,444
– – 0.23% 56
2023
Q4 		$375K Buy
+3,444
New +$357K 0.21% 64

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

Sterling Wealth Management's MRK Position: Q1 2026 in Review

Sterling Wealth Management increased its Merck (MRK) stake by 0.12% in Q1 2026, buying an estimated $346 and bringing the position to 2,426 shares worth $292K. The position accounts for 0.08% of the portfolio, ranked #88.

Sterling Wealth Management first reported a position in MRK in Q4 2023 and has held it in 9 quarters since. The position peaked at $481K in Q3 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Sterling Wealth Management held 2,426 shares of Merck worth $292K as of Q1 2026.
  • Sterling Wealth Management bought 3 Merck shares in Q1 2026, an estimated $346.
  • Merck made up 0.08% of Sterling Wealth Management's portfolio in Q1 2026, its #88 holding.
  • Sterling Wealth Management first reported a position in Merck in Q4 2023 and has held it in 9 quarters since.
  • Sterling Wealth Management's Merck position peaked at $481K in Q3 2024.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Sterling Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.