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Strategic Planning Inc’s Merck MRK Stock Holding History

Strategic Planning Inc’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 		$209K Buy
+1,737
New +$201K 0.1% 54

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Strategic Planning Inc's MRK Position: Q1 2026 in Review

Strategic Planning Inc opened a new position in Merck (MRK) in Q1 2026: 1,737 shares worth $209K. The stake represents 0.1% of the portfolio and ranks #54 among its holdings.

3,796 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Strategic Planning Inc held 1,737 shares of Merck worth $209K as of Q1 2026.
  • Merck was a new Strategic Planning Inc position in Q1 2026.
  • Merck made up 0.1% of Strategic Planning Inc's portfolio in Q1 2026, its #54 holding.
  • 3,796 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Strategic Planning Inc's 13F filing for Q1 2026, filed 18 May 2026.