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Total Wealth Planning & Management’s Merck MRK Stock Holding History

Total Wealth Planning & 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 		$1.06M Sell
8,834
-1,229
-12% -$142K 0.78% 36
2025
Q4 		$1.06M Buy
+10,063
New +$945K 0.79% 31
2025
Q2 		$1.11M Buy
+14,040
New +$1.12M 0.9% 23
2025
Q1 		– Sell
-2,038
Closed -$203K – 221
2024
Q4 		$203K Buy
+2,038
New +$210K 0.18% 174

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

Total Wealth Planning & Management's MRK Position: Q1 2026 in Review

Total Wealth Planning & Management reduced its Merck (MRK) stake by 12% in Q1 2026, selling an estimated $142K and leaving 8,834 shares worth $1.06M. The position accounts for 0.78% of the portfolio, ranked #36.

Total Wealth Planning & Management first reported a position in MRK in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.11M in Q2 2025. 3,777 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Total Wealth Planning & Management held 8,834 shares of Merck worth $1.06M as of Q1 2026.
  • Total Wealth Planning & Management sold 1,229 Merck shares in Q1 2026, an estimated $142K.
  • Merck made up 0.78% of Total Wealth Planning & Management's portfolio in Q1 2026, its #36 holding.
  • Total Wealth Planning & Management first reported a position in Merck in Q4 2024 and has held it in 4 quarters since.
  • Total Wealth Planning & Management's Merck position peaked at $1.11M in Q2 2025.
  • 3,777 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.