WKWM
MRK icon

Walter & Keenan Wealth Management’s Merck MRK Stock Holding History

Walter & Keenan 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
Q1 		$3.54M Buy
29,425
+22
+0.1% +$2.54K 1% 27
2025
Q4 		$3.09M Sell
29,403
-363
-1% -$34.1K 0.83% 32
2025
Q3 		$2.5M Sell
29,766
-4,402
-13% -$363K 0.69% 39
2025
Q2 		$2.7M Buy
34,168
+607
+2% +$48.2K 0.79% 38
2025
Q1 		$3.01M Buy
33,561
+447
+1% +$41.7K 0.91% 31
2024
Q4 		$3.29M Sell
33,114
-914
-3% -$94.2K 1% 27
2024
Q3 		$3.86M Buy
34,028
+149
+0.4% +$17.7K 1.17% 20
2024
Q2 		$4.19M Buy
33,879
+116
+0.3% +$14.9K 1.34% 19
2024
Q1 		$4.46M Sell
33,763
-1,132
-3% -$140K 1.46% 19
2023
Q4 		$3.8M Buy
34,895
+470
+1% +$48.8K 1.36% 21
2023
Q3 		$3.54M Sell
34,425
-90
-0.3% -$9.7K 1.38% 21
2023
Q2 		$3.98M Hold
34,515
– – 1.46% 17
2023
Q1 		$3.67M Sell
34,515
-1,810
-5% -$195K 1.39% 19
2022
Q4 		$4.03M Buy
36,325
+526
+1% +$53.8K 1.58% 17
2022
Q3 		$3.08M Buy
35,799
+103
+0.3% +$9.2K 1.31% 24
2022
Q2 		$3.25M Buy
35,696
+100
+0.3% +$8.87K 1.29% 26
2022
Q1 		$2.92M Hold
35,596
– – 0.99% 32
2021
Q4 		$2.73M Buy
35,596
+500
+1% +$39.8K 0.89% 36
2021
Q3 		$2.64M Sell
35,096
-803
-2% -$61.1K 0.89% 37
2021
Q2 		$2.79M Sell
35,899
-3,644
-9% -$271K 0.96% 33
2021
Q1 		$2.91M Sell
39,543
-7,174
-15% -$529K 1.03% 30
2020
Q4 		$3.65M Sell
46,717
-888
-2% -$67.9K 1.32% 23
2020
Q3 		$3.77M Buy
47,605
+311
+0.7% +$24.4K 1.49% 21
2020
Q2 		$3.49M Sell
47,294
-1,871
-4% -$141K 1.42% 21
2020
Q1 		$3.47M Buy
49,165
+4,809
+11% +$378K 1.38% 18
2019
Q4 		$3.85M Sell
44,356
-5,487
-11% -$451K 1.48% 20
2019
Q3 		$4M Buy
49,843
+5,188
+12% +$416K 1.52% 20
2019
Q2 		$3.57M Hold
44,655
– – 1.57% 20
2019
Q1 		$3.54M Buy
44,655
+128
+0.3% +$9.57K 1.56% 21
2018
Q4 		$3.25M Sell
44,527
-27
-0.1% -$1.91K 1.46% 22
2018
Q3 		$3.02K Hold
44,554
– – 0.9% 23
2018
Q2 		$2.58M Buy
44,554
+315
+0.7% +$17.8K 1.11% 28
2018
Q1 		$2.3M Buy
44,239
+629
+1% +$34K 0.99% 30
2017
Q4 		$2.34M Buy
43,610
+4,617
+12% +$256K 0.98% 29
2017
Q3 		$2.38M Buy
38,993
+1,284
+3% +$77.8K 1.1% 26
2017
Q2 		$2.31M Sell
37,709
-5,542
-13% -$337K 1.16% 25
2017
Q1 		$2.62M Buy
43,251
+22
+0.1% +$1.33K 1.36% 20
2016
Q4 		$2.43M Buy
43,229
+397
+0.9% +$23.2K 1.29% 24
2016
Q3 		$2.55M Buy
42,832
+1,048
+3% +$61.3K 1.41% 21
2016
Q2 		$2.3M Sell
41,784
-1,834
-4% -$97.6K 1.28% 24
2016
Q1 		$2.2M Buy
43,618
+734
+2% +$35.9K 1.26% 27
2015
Q4 		$2.16M Buy
42,884
+5,240
+14% +$264K 1.26% 24
2015
Q3 		$1.77M Buy
37,644
+1,048
+3% +$55.7K 1.1% 31
2015
Q2 		$1.99M Buy
36,596
+2,515
+7% +$141K 1.15% 28
2015
Q1 		$1.87M Hold
34,081
– – 1.06% 33
2014
Q4 		$1.85M Hold
34,081
– – 1.05% 33
2014
Q3 		$1.93M Hold
34,081
– – 1.13% 29
2014
Q2 		$1.88M Hold
34,081
– – 0.98% 31
2014
Q1 		$1.85M Buy
+34,081
New +$1.76M 1.01% 34

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

Walter & Keenan Wealth Management's MRK Position: Q1 2026 in Review

Walter & Keenan Wealth Management increased its Merck (MRK) stake by 0.07% in Q1 2026, buying an estimated $2.54K and bringing the position to 29,425 shares worth $3.54M. The position accounts for 1% of the portfolio, ranked #27.

Walter & Keenan Wealth Management first reported a position in MRK in Q1 2014 and has held it in 49 quarters since. The position peaked at $4.46M in Q1 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Walter & Keenan Wealth Management held 29,425 shares of Merck worth $3.54M as of Q1 2026.
  • Walter & Keenan Wealth Management bought 22 Merck shares in Q1 2026, an estimated $2.54K.
  • Merck made up 1% of Walter & Keenan Wealth Management's portfolio in Q1 2026, its #27 holding.
  • Walter & Keenan Wealth Management first reported a position in Merck in Q1 2014 and has held it in 49 quarters since.
  • Walter & Keenan Wealth Management's Merck position peaked at $4.46M in Q1 2024.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Walter & Keenan Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.