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W Advisors LLC’s Merck MRK Stock Holding History

W Advisors LLC’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 		$8.73M Sell
72,563
-35
-0% -$4.04K 4.47% 3
2025
Q4 		$7.64M Sell
72,598
-868
-1% -$81.5K 3.84% 5
2025
Q3 		$6.17M Buy
73,466
+83
+0.1% +$6.84K 3.25% 7
2025
Q2 		$5.81M Sell
73,383
-2,772
-4% -$220K 3.33% 7
2025
Q1 		$6.84M Buy
76,155
+302
+0.4% +$28.2K 4.28% 5
2024
Q4 		$7.55M Sell
75,853
-405
-0.5% -$41.8K 4.67% 4
2024
Q3 		$8.66M Sell
76,258
-279
-0.4% -$33.1K 5.33% 3
2024
Q2 		$9.48M Sell
76,537
-13
-0% -$1.68K 6.21% 2
2024
Q1 		$10.1M Sell
76,550
-2,709
-3% -$334K 6.93% 1
2023
Q4 		$8.64M Sell
79,259
-16
-0% -$1.66K 6.4% 1
2023
Q3 		$8.16M Sell
79,275
-1,062
-1% -$114K 6.71% 1
2023
Q2 		$9.27M Sell
80,337
-868
-1% -$98.6K 7.26% 1
2023
Q1 		$8.64M Sell
81,205
-236
-0.3% -$25.5K 7.13% 1
2022
Q4 		$9.04M Sell
81,441
-4,127
-5% -$422K 7.53% 1
2022
Q3 		$7.37M Sell
85,568
-25
-0% -$2.23K 6.86% 1
2022
Q2 		$7.8M Sell
85,593
-215
-0.3% -$19.1K 6.75% 2
2022
Q1 		$7.04M Buy
85,808
+740
+0.9% +$58.3K 5.32% 3
2021
Q4 		$6.52M Buy
+85,068
New +$6.78M 4.86% 5

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

W Advisors LLC's MRK Position: Q1 2026 in Review

W Advisors LLC reduced its Merck (MRK) stake by 0.05% in Q1 2026, selling an estimated $4.04K and leaving 72,563 shares worth $8.73M. The position accounts for 4.47% of the portfolio, ranked #3.

W Advisors LLC first reported a position in MRK in Q4 2021 and has held it in 18 quarters since. The position peaked at $10.1M in Q1 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • W Advisors LLC held 72,563 shares of Merck worth $8.73M as of Q1 2026.
  • W Advisors LLC sold 35 Merck shares in Q1 2026, an estimated $4.04K.
  • Merck made up 4.47% of W Advisors LLC's portfolio in Q1 2026, its #3 holding.
  • W Advisors LLC first reported a position in Merck in Q4 2021 and has held it in 18 quarters since.
  • W Advisors LLC's Merck position peaked at $10.1M in Q1 2024.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on W Advisors LLC's 13F filing for Q1 2026, filed 29 Apr 2026.