Strait & Sound Wealth Management’s Merck MRK Stock Holding History

Strait & Sound 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	Hold	2,424	–	–	0.11%	129
2025 Q4	$255K	Hold	2,424	–	–	0.1%	129
2025 Q3	$203K	Sell	2,424 -114	-4%	-$9.39K	0.08%	142
2025 Q2	$201K	Sell	2,538 -140	-5%	-$11.1K	0.09%	142
2025 Q1	$240K	Sell	2,678 -44	-2%	-$4.11K	0.11%	130
2024 Q4	$271K	Sell	2,722 -84	-3%	-$8.66K	0.13%	120
2024 Q3	$319K	Sell	2,806 -195	-6%	-$23.2K	0.15%	102
2024 Q2	$372K	Sell	3,001 -100	-3%	-$12.9K	0.19%	93
2024 Q1	$391K	Buy	3,101 +195	+7%	+$24K	0.22%	78
2023 Q4	$343K	Hold	2,906	–	–	0.21%	83
2023 Q3	$299K	Buy	2,906 +45	+2%	+$4.85K	0.26%	88
2023 Q2	$330K	Sell	2,861 -343	-11%	-$38.9K	0.33%	67
2023 Q1	$341K	Hold	3,204	–	–	0.34%	72
2022 Q4	$354K	Buy	+3,204	New	+$328K	0.39%	67

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

Strait & Sound Wealth Management's MRK Position: Q1 2026 in Review

Strait & Sound Wealth Management held its Merck (MRK) position steady in Q1 2026 at 2,424 shares worth $292K. The position accounts for 0.11% of the portfolio, ranked #129.

Strait & Sound Wealth Management first reported a position in MRK in Q4 2022 and has held it in 14 quarters since. The position peaked at $391K in Q1 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Strait & Sound Wealth Management held 2,424 shares of Merck worth $292K as of Q1 2026.
Strait & Sound Wealth Management left its Merck share count unchanged in Q1 2026.
Merck made up 0.11% of Strait & Sound Wealth Management's portfolio in Q1 2026, its #129 holding.
Strait & Sound Wealth Management first reported a position in Merck in Q4 2022 and has held it in 14 quarters since.
Strait & Sound Wealth Management's Merck position peaked at $391K in Q1 2024.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.