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Tower Wealth Partners’s Merck MRK Stock Holding History

Tower Wealth Partners’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 		$544K Sell
4,524
-2,291
-34% -$264K 0.3% 38
2025
Q4 		$717K Buy
6,815
+935
+16% +$87.8K 0.39% 30
2025
Q3 		$493K Buy
5,880
+255
+5% +$21K 0.27% 43
2025
Q2 		$445K Buy
5,625
+943
+20% +$75K 0.26% 43
2025
Q1 		$420K Sell
4,682
-935
-17% -$87.3K 0.22% 47
2024
Q4 		$559K Sell
5,617
-688
-11% -$70.9K 0.29% 29
2024
Q3 		$716K Sell
6,305
-1,577
-20% -$187K 0.42% 24
2024
Q2 		$976K Buy
7,882
+1,678
+27% +$216K 0.6% 22
2024
Q1 		$819K Sell
6,204
-383
-6% -$47.2K 0.53% 24
2023
Q4 		$718K Sell
6,587
-740
-10% -$76.8K 0.51% 23
2023
Q3 		$754K Buy
7,327
+16
+0.2% +$1.73K 0.62% 21
2023
Q2 		$844K Buy
7,311
+1,139
+18% +$129K 0.68% 21
2023
Q1 		$657K Sell
6,172
-1,463
-19% -$158K 0.55% 22
2022
Q4 		$847K Buy
7,635
+235
+3% +$24K 0.74% 20
2022
Q3 		$749K Buy
7,400
+1,213
+20% +$108K 0.71% 19
2022
Q2 		$564K Buy
6,187
+1,359
+28% +$120K 0.75% 20
2022
Q1 		$396K Buy
4,828
+1,414
+41% +$111K 0.43% 31
2021
Q4 		$262K Sell
3,414
-997
-23% -$79.4K 0.27% 41
2021
Q3 		$331K Buy
4,411
+1,349
+44% +$103K 0.35% 35
2021
Q2 		$238K Sell
3,062
-140
-4% -$10.4K 0.26% 44
2021
Q1 		$236K Buy
3,202
+7
+0.2% +$516 0.3% 46
2020
Q4 		$249K Buy
+3,195
New +$244K 0.29% 35

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

Tower Wealth Partners's MRK Position: Q1 2026 in Review

Tower Wealth Partners reduced its Merck (MRK) stake by 34% in Q1 2026, selling an estimated $264K and leaving 4,524 shares worth $544K. The position accounts for 0.3% of the portfolio, ranked #38.

Tower Wealth Partners first reported a position in MRK in Q4 2020 and has held it in 22 quarters since. The position peaked at $976K in Q2 2024. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Tower Wealth Partners held 4,524 shares of Merck worth $544K as of Q1 2026.
  • Tower Wealth Partners sold 2,291 Merck shares in Q1 2026, an estimated $264K.
  • Merck made up 0.3% of Tower Wealth Partners's portfolio in Q1 2026, its #38 holding.
  • Tower Wealth Partners first reported a position in Merck in Q4 2020 and has held it in 22 quarters since.
  • Tower Wealth Partners's Merck position peaked at $976K in Q2 2024.
  • 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Tower Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.