SWM
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Stockman Wealth Management’s Merck MRK Stock Holding History

Stockman 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 		$21.3M Sell
177,107
-558
-0.3% -$64.4K 2.35% 14
2025
Q4 		$18.7M Sell
177,665
-310
-0.2% -$29.1K 2.18% 15
2025
Q3 		$14.9M Buy
177,975
+9,111
+5% +$750K 1.85% 17
2025
Q2 		$13.4M Buy
168,864
+17,799
+12% +$1.41M 1.82% 15
2025
Q1 		$13.6M Buy
151,065
+23,053
+18% +$2.15M 2.01% 14
2024
Q4 		$12.7M Buy
128,012
+12,091
+10% +$1.25M 1.99% 14
2024
Q3 		$13.2M Buy
115,921
+6,375
+6% +$757K 2.05% 14
2024
Q2 		$13.6M Buy
109,546
+502
+0.5% +$64.7K 2.38% 11
2024
Q1 		$14.4M Sell
109,044
-1,943
-2% -$239K 2.54% 9
2023
Q4 		$12.1M Buy
110,987
+2,651
+2% +$275K 2.41% 10
2023
Q3 		$11.2M Sell
108,336
-894
-0.8% -$96.4K 2.46% 10
2023
Q2 		$12.6M Sell
109,230
-587
-0.5% -$66.6K 2.71% 7
2023
Q1 		$11.7M Sell
109,817
-4,332
-4% -$468K 2.61% 6
2022
Q4 		$12.7M Sell
114,149
-7,288
-6% -$745K 2.91% 4
2022
Q3 		$10.5M Buy
121,437
+6,637
+6% +$592K 2.83% 4
2022
Q2 		$10.5M Buy
114,800
+15,325
+15% +$1.36M 2.67% 6
2022
Q1 		$8.16M Sell
99,475
-944
-0.9% -$74.4K 1.69% 17
2021
Q4 		$7.7M Buy
100,419
+1,672
+2% +$133K 1.57% 18
2021
Q3 		$7.42M Buy
98,747
+6,245
+7% +$475K 1.65% 15
2021
Q2 		$7.19M Buy
92,502
+3,072
+3% +$228K 1.72% 14
2021
Q1 		$6.58M Buy
89,430
+10,140
+13% +$748K 1.83% 14
2020
Q4 		$6.19M Sell
79,290
-9,582
-11% -$733K 1.9% 12
2020
Q3 		$7.03M Sell
88,872
-19
-0% -$1.49K 2.56% 6
2020
Q2 		$6.56M Buy
88,891
+2,826
+3% +$213K 2.46% 5
2020
Q1 		$6.32M Buy
86,065
+1,078
+1% +$84.7K 2.8% 4
2019
Q4 		$7.38M Sell
84,987
-1,950
-2% -$160K 2.62% 5
2019
Q3 		$6.98M Buy
86,937
+14
+0% +$1.12K 2.68% 6
2019
Q2 		$6.96M Sell
86,923
-1,476
-2% -$113K 2.84% 4
2019
Q1 		$7.01M Sell
88,399
-12,866
-13% -$962K 3.07% 2
2018
Q4 		$7.38M Sell
101,265
-667
-0.7% -$47.1K 3.53% 1
2018
Q3 		$6.9M Sell
101,932
-4,646
-4% -$296K 2.97% 2
2018
Q2 		$6.17M Sell
106,578
-4,977
-4% -$281K 2.82% 3
2018
Q1 		$5.8M Buy
111,555
+76,129
+215% +$4.11M 2.65% 4
2017
Q4 		$1.9M Buy
35,426
+10,559
+42% +$585K 0.85% 45
2017
Q3 		$1.52M Buy
24,867
+3,938
+19% +$239K 0.73% 44
2017
Q2 		$1.28M Sell
20,929
-4,579
-18% -$279K 1.28% 26
2017
Q1 		$1.55M Buy
25,508
+1,564
+7% +$94.9K 0.88% 42
2016
Q4 		$1.34M Sell
23,944
-3,479
-13% -$204K 0.82% 46
2016
Q3 		$1.63M Buy
27,423
+4,234
+18% +$248K 1.01% 45
2016
Q2 		$1.27M Buy
23,189
+262
+1% +$13.9K 1% 41
2016
Q1 		$1.16M Sell
22,927
-492
-2% -$24.1K 0.92% 45
2015
Q4 		$1.18M Sell
23,419
-1,435
-6% -$72.3K 0.95% 43
2015
Q3 		$1.17M Buy
24,854
+1,450
+6% +$77K 1.01% 45
2015
Q2 		$1.27M Buy
23,404
+219
+0.9% +$12.3K 1.08% 44
2015
Q1 		$1.27M Sell
23,185
-288
-1% -$16.3K 1.09% 43
2014
Q4 		$1.27M Buy
+23,473
New +$1.31M 1.09% 44

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

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

Stockman Wealth Management reduced its Merck (MRK) stake by 0.31% in Q1 2026, selling an estimated $64.4K and leaving 177,107 shares worth $21.3M. The position accounts for 2.35% of the portfolio, ranked #14.

Stockman Wealth Management first reported a position in MRK in Q4 2014 and has held it in 46 quarters since. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Stockman Wealth Management held 177,107 shares of Merck worth $21.3M as of Q1 2026.
  • Stockman Wealth Management sold 558 Merck shares in Q1 2026, an estimated $64.4K.
  • Merck made up 2.35% of Stockman Wealth Management's portfolio in Q1 2026, its #14 holding.
  • Stockman Wealth Management first reported a position in Merck in Q4 2014 and has held it in 46 quarters since.
  • 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Stockman Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.