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Wallace Advisory Group’s Merck MRK Stock Holding History

Wallace Advisory Group’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 		$13.9M Sell
115,409
-21
-0% -$2.42K 14.83% 1
2025
Q4 		$12.2M Sell
115,430
-234
-0.2% -$22K 12.75% 1
2025
Q3 		$9.16M Sell
115,664
-349
-0.3% -$28.7K 7.36% 1
2025
Q2 		$10.4M Buy
116,013
+53
+0% +$4.21K 7.56% 1
2025
Q1 		$11.5M Buy
115,960
+204
+0.2% +$19K 7.98% 1
2024
Q4 		$13.1M Buy
115,756
+53
+0% +$5.46K 9.09% 1
2024
Q3 		$14.3M Sell
115,703
-41
-0% -$4.87K 10.48% 1
2024
Q2 		$14.3M Sell
115,744
-724
-0.6% -$93.3K 10.31% 1
2024
Q1 		$12.7M Sell
116,468
-510
-0.4% -$62.9K 9.54% 1
2023
Q4 		$12M Buy
116,978
+12
+0% +$1.25K 9.43% 1
2023
Q3 		$13.5M Sell
116,966
-477
-0.4% -$51.4K 9.69% 1
2023
Q2 		$12.5M Hold
117,443
– – 9.51% 1
2023
Q1 		$12.5M Buy
117,443
+22
+0% +$2.38K 9.5% 1
2022
Q4 		$13M Buy
+117,421
New +$12M 10.28% 1

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

Wallace Advisory Group's MRK Position: Q1 2026 in Review

Wallace Advisory Group reduced its Merck (MRK) stake by 0.02% in Q1 2026, selling an estimated $2.42K and leaving 115,409 shares worth $13.9M. The position accounts for 14.83% of the portfolio, ranked #1.

Wallace Advisory Group first reported a position in MRK in Q4 2022 and has held it in 14 quarters since. The position peaked at $14.3M in Q2 2024. 3,776 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Wallace Advisory Group held 115,409 shares of Merck worth $13.9M as of Q1 2026.
  • Wallace Advisory Group sold 21 Merck shares in Q1 2026, an estimated $2.42K.
  • Merck made up 14.83% of Wallace Advisory Group's portfolio in Q1 2026, its #1 holding.
  • Wallace Advisory Group first reported a position in Merck in Q4 2022 and has held it in 14 quarters since.
  • Wallace Advisory Group's Merck position peaked at $14.3M in Q2 2024.
  • 3,776 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.