TWM
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TRB Wealth Management’s Merck MRK Stock Holding History

TRB 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
Q2 		$955K Sell
7,434
-1,499
-17% -$175K 0.13% 91
2026
Q1 		$1.08M Buy
+8,933
New +$1.03M 0.15% 83

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

TRB Wealth Management's MRK Position: Q2 2026 in Review

TRB Wealth Management reduced its Merck (MRK) stake by 17% in Q2 2026, selling an estimated $175K and leaving 7,434 shares worth $955K. The position accounts for 0.13% of the portfolio, ranked #91.

TRB Wealth Management first reported a position in MRK in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.08M in Q1 2026. 3,813 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • TRB Wealth Management held 7,434 shares of Merck worth $955K as of Q2 2026.
  • TRB Wealth Management sold 1,499 Merck shares in Q2 2026, an estimated $175K.
  • Merck made up 0.13% of TRB Wealth Management's portfolio in Q2 2026, its #91 holding.
  • TRB Wealth Management first reported a position in Merck in Q1 2026 and has held it in 2 quarters since.
  • TRB Wealth Management's Merck position peaked at $1.08M in Q1 2026.
  • 3,813 funds tracked by Wall St. Rank held Merck as of Q2 2026.

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