WWMSC
MRK icon

Wagner Wealth Management (South Carolina)’s Merck MRK Stock Holding History

Wagner Wealth Management (South Carolina)’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 		$695K Sell
5,406
-485
-8% -$56.8K 0.13% 77
2026
Q1 		$709K Buy
5,891
+366
+7% +$42.3K 0.14% 69
2025
Q4 		$582K Buy
5,525
+1,081
+24% +$101K 0.12% 77
2025
Q3 		$373K Sell
4,444
-387
-8% -$31.9K 0.09% 84
2025
Q2 		$382K Sell
4,831
-747
-13% -$59.4K 0.09% 85
2025
Q1 		$501K Sell
5,578
-154
-3% -$14.4K 0.12% 70
2024
Q4 		$570K Sell
5,732
-203
-3% -$20.9K 0.15% 64
2024
Q3 		$674K Buy
5,935
+83
+1% +$9.86K 0.18% 61
2024
Q2 		$725K Sell
5,852
-504
-8% -$64.9K 0.22% 53
2024
Q1 		$839K Buy
6,356
+161
+3% +$19.8K 0.26% 54
2023
Q4 		$675K Buy
6,195
+227
+4% +$23.6K 0.23% 64
2023
Q3 		$614K Buy
5,968
+445
+8% +$48K 0.23% 64
2023
Q2 		$637K Sell
5,523
-14
-0.3% -$1.59K 0.24% 63
2023
Q1 		$589K Buy
5,537
+259
+5% +$28K 0.27% 64
2022
Q4 		$586K Buy
5,278
+1,600
+44% +$164K 0.36% 55
2022
Q3 		$317K Buy
3,678
+103
+3% +$9.2K 0.24% 75
2022
Q2 		$326K Buy
3,575
+690
+24% +$61.2K 0.26% 69
2022
Q1 		$237K Buy
2,885
+2
+0.1% +$158 0.17% 114
2021
Q4 		$221K Buy
2,883
+358
+14% +$28.5K 0.17% 113
2021
Q3 		$222K Buy
2,525
+5
+0.2% +$380 0.18% 112
2021
Q2 		$196K Sell
2,520
-29
-1% -$2.16K 0.14% 128
2021
Q1 		$187K Buy
+2,549
New +$188K 0.15% 122
2018
Q3 		$1.26M Buy
18,641
+3,339
+22% +$213K 0.84% 33
2018
Q2 		$886K Buy
15,302
+115
+0.8% +$6.49K 0.64% 38
2018
Q1 		$789K Hold
15,187
– – 0.6% 42
2017
Q4 		$835K Buy
+15,187
New +$842K 0.62% 41

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

Wagner Wealth Management (South Carolina)'s MRK Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) reduced its Merck (MRK) stake by 8.2% in Q2 2026, selling an estimated $56.8K and leaving 5,406 shares worth $695K. The position accounts for 0.13% of the portfolio, ranked #77.

Wagner Wealth Management (South Carolina) first reported a position in MRK in Q4 2017 and has held it in 26 quarters since. The position peaked at $1.26M in Q3 2018. 3,813 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 5,406 shares of Merck worth $695K as of Q2 2026.
  • Wagner Wealth Management (South Carolina) sold 485 Merck shares in Q2 2026, an estimated $56.8K.
  • Merck made up 0.13% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #77 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Merck in Q4 2017 and has held it in 26 quarters since.
  • Wagner Wealth Management (South Carolina)'s Merck position peaked at $1.26M in Q3 2018.
  • 3,813 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.