TWM
MRK icon

Tradition Wealth Management’s Merck MRK Stock Holding History

Tradition Wealth 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 		$376K Buy
3,123
+280
+10% +$32.3K 0.03% 344
2025
Q4 		$299K Sell
2,843
-9
-0.3% -$845 0.02% 378
2025
Q3 		$239K Buy
2,852
+109
+4% +$8.98K 0.02% 417
2025
Q2 		$217K Sell
2,743
-500
-15% -$39.7K 0.02% 417
2025
Q1 		$291K Buy
3,243
+18
+0.6% +$1.68K 0.03% 337
2024
Q4 		$321K Sell
3,225
-249
-7% -$25.7K 0.03% 312
2024
Q3 		$394K Sell
3,474
-467
-12% -$55.5K 0.04% 278
2024
Q2 		$488K Buy
3,941
+344
+10% +$44.3K 0.05% 237
2024
Q1 		$475K Buy
3,597
+7
+0.2% +$863 0.05% 227
2023
Q4 		$391K Sell
3,590
-451
-11% -$46.8K 0.04% 236
2023
Q3 		$416K Buy
4,041
+596
+17% +$64.2K 0.05% 206
2023
Q2 		$397K Sell
3,445
-69
-2% -$7.83K 0.05% 211
2023
Q1 		$374K Buy
3,514
+209
+6% +$22.6K 0.05% 216
2022
Q4 		$367K Sell
3,305
-10
-0.3% -$1.02K 0.05% 204
2022
Q3 		$286K Sell
3,315
-106
-3% -$9.46K 0.04% 214
2022
Q2 		$312K Buy
3,421
+163
+5% +$14.4K 0.05% 210
2022
Q1 		$267K Buy
3,258
+506
+18% +$39.9K 0.03% 254
2021
Q4 		$211K Buy
2,752
+6
+0.2% +$478 0.03% 296
2021
Q3 		$206K Sell
2,746
-123
-4% -$9.36K 0.03% 271
2021
Q2 		$223K Sell
2,869
-276
-9% -$20.5K 0.03% 269
2021
Q1 		$231K Sell
3,145
-1,274
-29% -$94K 0.04% 230
2020
Q4 		$345K Buy
+4,419
New +$338K 0.07% 183

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

Tradition Wealth Management's MRK Position: Q1 2026 in Review

Tradition Wealth Management increased its Merck (MRK) stake by 9.8% in Q1 2026, buying an estimated $32.3K and bringing the position to 3,123 shares worth $376K. The position accounts for 0.03% of the portfolio, ranked #344.

Tradition Wealth Management first reported a position in MRK in Q4 2020 and has held it in 22 quarters since. The position peaked at $488K in Q2 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Tradition Wealth Management held 3,123 shares of Merck worth $376K as of Q1 2026.
  • Tradition Wealth Management bought 280 Merck shares in Q1 2026, an estimated $32.3K.
  • Merck made up 0.03% of Tradition Wealth Management's portfolio in Q1 2026, its #344 holding.
  • Tradition Wealth Management first reported a position in Merck in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's Merck position peaked at $488K in Q2 2024.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

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