TWA
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Talisman Wealth Advisors’s Merck MRK Stock Holding History

Talisman Wealth Advisors’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 		$265K Sell
2,205
-641
-23% -$74K 0.21% 80
2025
Q4 		$300K Sell
2,846
-37
-1% -$3.47K 0.23% 77
2025
Q3 		$242K Buy
2,883
+198
+7% +$16.3K 0.2% 101
2025
Q2 		$213K Sell
2,685
-444
-14% -$35.3K 0.19% 105
2025
Q1 		$281K Buy
3,129
+58
+2% +$5.42K 0.29% 79
2024
Q4 		$305K Sell
3,071
-166
-5% -$17.1K 0.32% 73
2024
Q3 		$368K Sell
3,237
-204
-6% -$24.2K 0.39% 67
2024
Q2 		$426K Buy
3,441
+145
+4% +$18.7K 0.49% 53
2024
Q1 		$435K Sell
3,296
-57
-2% -$7.03K 0.55% 51
2023
Q4 		$366K Sell
3,353
-28
-0.8% -$2.91K 0.54% 55
2023
Q3 		$348K Sell
3,381
-353
-9% -$38K 0.6% 52
2023
Q2 		$431K Buy
3,734
+197
+6% +$22.4K 0.74% 42
2023
Q1 		$376K Buy
3,537
+879
+33% +$94.9K 0.68% 47
2022
Q4 		$295K Buy
+2,658
New +$272K 0.63% 52

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

Talisman Wealth Advisors's MRK Position: Q1 2026 in Review

Talisman Wealth Advisors reduced its Merck (MRK) stake by 23% in Q1 2026, selling an estimated $74K and leaving 2,205 shares worth $265K. The position accounts for 0.21% of the portfolio, ranked #80.

Talisman Wealth Advisors first reported a position in MRK in Q4 2022 and has held it in 14 quarters since. The position peaked at $435K in Q1 2024. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Talisman Wealth Advisors held 2,205 shares of Merck worth $265K as of Q1 2026.
  • Talisman Wealth Advisors sold 641 Merck shares in Q1 2026, an estimated $74K.
  • Merck made up 0.21% of Talisman Wealth Advisors's portfolio in Q1 2026, its #80 holding.
  • Talisman Wealth Advisors first reported a position in Merck in Q4 2022 and has held it in 14 quarters since.
  • Talisman Wealth Advisors's Merck position peaked at $435K in Q1 2024.
  • 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Talisman Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.