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Trajan Wealth’s Merck MRK Stock Holding History

Trajan Wealth’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 		$6.83M Buy
56,761
+694
+1% +$80.1K 0.28% 71
2025
Q4 		$5.9M Sell
56,067
-405
-0.7% -$38K 0.25% 68
2025
Q3 		$4.74M Buy
56,472
+866
+2% +$71.3K 0.2% 87
2025
Q2 		$4.4M Buy
55,606
+2,286
+4% +$182K 0.22% 89
2025
Q1 		$4.79M Buy
53,320
+6,451
+14% +$602K 0.26% 85
2024
Q4 		$4.66M Buy
46,869
+6,784
+17% +$699K 0.26% 80
2024
Q3 		$4.55M Buy
40,085
+4,603
+13% +$547K 0.27% 83
2024
Q2 		$4.39M Sell
35,482
-479
-1% -$61.7K 0.28% 76
2024
Q1 		$4.75M Buy
+35,961
New +$4.43M 0.32% 67

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

Trajan Wealth's MRK Position: Q1 2026 in Review

Trajan Wealth increased its Merck (MRK) stake by 1.2% in Q1 2026, buying an estimated $80.1K and bringing the position to 56,761 shares worth $6.83M. The position accounts for 0.28% of the portfolio, ranked #71.

Trajan Wealth first reported a position in MRK in Q1 2024 and has held it in 9 quarters since. 3,783 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Trajan Wealth held 56,761 shares of Merck worth $6.83M as of Q1 2026.
  • Trajan Wealth bought 694 Merck shares in Q1 2026, an estimated $80.1K.
  • Merck made up 0.28% of Trajan Wealth's portfolio in Q1 2026, its #71 holding.
  • Trajan Wealth first reported a position in Merck in Q1 2024 and has held it in 9 quarters since.
  • 3,783 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Trajan Wealth's 13F filing for Q1 2026, filed 14 May 2026.