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Walled Lake Planning & Wealth Management’s Merck MRK Stock Holding History

Walled Lake Planning & 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 		$6.18M Buy
48,113
+669
+1% +$78.3K 1.56% 20
2026
Q1 		$5.71M Buy
47,444
+252
+0.5% +$29.1K 1.68% 18
2025
Q4 		$4.97M Buy
47,192
+522
+1% +$49K 1.57% 18
2025
Q3 		$3.92M Sell
46,670
-1,883
-4% -$155K 1.29% 20
2025
Q2 		$3.84M Buy
48,553
+788
+2% +$62.6K 1.25% 22
2025
Q1 		$4.29M Buy
47,765
+1,125
+2% +$105K 1.52% 21
2024
Q4 		$4.64M Buy
46,640
+942
+2% +$97.1K 1.73% 18
2024
Q3 		$5.19M Sell
45,698
-1,446
-3% -$172K 1.95% 18
2024
Q2 		$5.84M Sell
47,144
-12,735
-21% -$1.64M 2.38% 14
2024
Q1 		$7.9M Sell
59,879
-648
-1% -$79.9K 3.24% 8
2023
Q4 		$6.6M Sell
60,527
-430
-0.7% -$44.6K 3.07% 13
2023
Q3 		$6.28M Buy
60,957
+898
+1% +$96.8K 3.14% 11
2023
Q2 		$6.93M Sell
60,059
-771
-1% -$87.5K 3.37% 8
2023
Q1 		$6.47M Buy
60,830
+1,741
+3% +$188K 3.39% 7
2022
Q4 		$6.56M Sell
59,089
-1,339
-2% -$137K 4.47% 6
2022
Q3 		$5.2M Buy
60,428
+1,935
+3% +$173K 3.64% 6
2022
Q2 		$5.33M Buy
58,493
+164
+0.3% +$14.5K 3.67% 6
2022
Q1 		$4.79M Buy
58,329
+1,450
+3% +$114K 2.85% 13
2021
Q4 		$4.36M Sell
56,879
-1,315
-2% -$105K 2.53% 16
2021
Q3 		$4.37M Buy
58,194
+1,630
+3% +$124K 2.69% 14
2021
Q2 		$4.4M Sell
56,564
-2,075
-4% -$154K 2.86% 12
2021
Q1 		$4.31M Buy
58,639
+526
+0.9% +$38.8K 2.99% 13
2020
Q4 		$4.54M Sell
58,113
-1,883
-3% -$144K 3.45% 8
2020
Q3 		$4.75M Sell
59,996
-782
-1% -$61.3K 3.85% 7
2020
Q2 		$4.49M Sell
60,778
-1,159
-2% -$87.3K 3.75% 10
2020
Q1 		$4.55M Sell
61,937
-707
-1% -$55.6K 4.16% 6
2019
Q4 		$5.44M Buy
+62,644
New +$5.15M 3.92% 4

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

Walled Lake Planning & Wealth Management's MRK Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management increased its Merck (MRK) stake by 1.4% in Q2 2026, buying an estimated $78.3K and bringing the position to 48,113 shares worth $6.18M. The position accounts for 1.56% of the portfolio, ranked #20.

Walled Lake Planning & Wealth Management first reported a position in MRK in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.9M in Q1 2024. 3,820 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 48,113 shares of Merck worth $6.18M as of Q2 2026.
  • Walled Lake Planning & Wealth Management bought 669 Merck shares in Q2 2026, an estimated $78.3K.
  • Merck made up 1.56% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Walled Lake Planning & Wealth Management first reported a position in Merck in Q4 2019 and has held it in 27 quarters since.
  • Walled Lake Planning & Wealth Management's Merck position peaked at $7.9M in Q1 2024.
  • 3,820 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.