TWP
MRK icon

Tempus Wealth Planning’s Merck MRK Stock Holding History

Tempus Wealth Planning’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
Q2 		$963K Buy
7,491
+554
+8% +$64.8K 0.19% 131
2026
Q1 		$834K Buy
6,937
+64
+0.9% +$7.39K 0.19% 139
2025
Q4 		$723K Buy
6,873
+754
+12% +$70.8K 0.17% 143
2025
Q3 		$514K Buy
6,119
+519
+9% +$42.7K 0.12% 175
2025
Q2 		$443K Sell
5,600
-353
-6% -$28.1K 0.11% 175
2025
Q1 		$534K Buy
5,953
+170
+3% +$15.9K 0.16% 144
2024
Q4 		$575K Sell
5,783
-642
-10% -$66.2K 0.18% 127
2024
Q3 		$730K Buy
6,425
+309
+5% +$36.7K 0.27% 100
2024
Q2 		$757K Buy
6,116
+411
+7% +$52.9K 0.32% 88
2024
Q1 		$753K Buy
5,705
+307
+6% +$37.8K 0.33% 84
2023
Q4 		$588K Sell
5,398
-28
-0.5% -$2.91K 0.26% 92
2023
Q3 		$559K Sell
5,426
-3,946
-42% -$425K 0.28% 82
2023
Q2 		$1.08M Sell
9,372
-216
-2% -$24.5K 0.49% 61
2023
Q1 		$1.02M Sell
9,588
-610
-6% -$65.9K 0.5% 54
2022
Q4 		$1.13M Buy
10,198
+159
+2% +$16.3K 0.69% 41
2022
Q3 		$865K Buy
10,039
+1,760
+21% +$157K 0.58% 46
2022
Q2 		$755K Hold
8,279
– – 0.62% 47
2022
Q1 		$679K Sell
8,279
-464
-5% -$36.6K 0.48% 54
2021
Q4 		$670K Sell
8,743
-794
-8% -$63.2K 0.36% 77
2021
Q3 		$716K Hold
9,537
– – 0.41% 69
2021
Q2 		$742K Sell
9,537
-247
-3% -$18.4K 0.49% 62
2021
Q1 		$720K Buy
9,784
+1,325
+16% +$97.7K 0.76% 35
2020
Q4 		$660K Buy
8,459
+555
+7% +$42.4K 0.85% 24
2020
Q3 		$626K Hold
7,904
– – 0.91% 22
2020
Q2 		$583K Hold
7,904
– – 0.87% 24
2020
Q1 		$580K Hold
7,904
– – 0.95% 21
2019
Q4 		$686K Buy
+7,904
New +$649K 0.61% 26

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Tempus Wealth Planning's MRK Position: Q2 2026 in Review

Tempus Wealth Planning increased its Merck (MRK) stake by 8% in Q2 2026, buying an estimated $64.8K and bringing the position to 7,491 shares worth $963K. The position accounts for 0.19% of the portfolio, ranked #131.

Tempus Wealth Planning first reported a position in MRK in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.13M in Q4 2022. 3,824 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Tempus Wealth Planning held 7,491 shares of Merck worth $963K as of Q2 2026.
  • Tempus Wealth Planning bought 554 Merck shares in Q2 2026, an estimated $64.8K.
  • Merck made up 0.19% of Tempus Wealth Planning's portfolio in Q2 2026, its #131 holding.
  • Tempus Wealth Planning first reported a position in Merck in Q4 2019 and has held it in 27 quarters since.
  • Tempus Wealth Planning's Merck position peaked at $1.13M in Q4 2022.
  • 3,824 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.