TWP
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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
Q2 		$602K Buy
4,683
+159
+4% +$18.6K 0.3% 38
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 $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

Tower Wealth Partners's MRK Position: Q2 2026 in Review

Tower Wealth Partners increased its Merck (MRK) stake by 3.5% in Q2 2026, buying an estimated $18.6K and bringing the position to 4,683 shares worth $602K. 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 23 quarters since. The position peaked at $976K in Q2 2024. 3,841 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Tower Wealth Partners held 4,683 shares of Merck worth $602K as of Q2 2026.
  • Tower Wealth Partners bought 159 Merck shares in Q2 2026, an estimated $18.6K.
  • Merck made up 0.3% of Tower Wealth Partners's portfolio in Q2 2026, its #38 holding.
  • Tower Wealth Partners first reported a position in Merck in Q4 2020 and has held it in 23 quarters since.
  • Tower Wealth Partners's Merck position peaked at $976K in Q2 2024.
  • 3,841 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Tower Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.