Waterford Advisors’s Merck MRK Stock Holding History

Waterford Advisors’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	$328K	Hold	2,778	–	–	0.1%	43
2025 Q4	$292K	Sell	2,778 -250	-8%	-$23.5K	0.11%	40
2025 Q3	$254K	Sell	3,028 -3,662	-55%	-$302K	0.09%	48
2025 Q2	$254K	Buy	6,690 +3,482	+109%	+$277K	0.09%	48
2025 Q1	$288K	Hold	3,208	–	–	0.12%	43
2024 Q4	$319K	Hold	3,208	–	–	0.16%	35
2024 Q3	$364K	Hold	3,208	–	–	0.19%	35
2024 Q2	$397K	Hold	3,208	–	–	0.17%	37
2024 Q1	$423K	Hold	3,208	–	–	0.18%	40
2023 Q4	$350K	Hold	3,208	–	–	0.16%	36
2023 Q3	$330K	Hold	3,208	–	–	0.18%	33
2023 Q2	$370K	Hold	3,208	–	–	0.18%	38
2023 Q1	$341K	Hold	3,208	–	–	0.18%	37
2022 Q4	$356K	Buy	+3,208	New	+$328K	0.21%	38

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Waterford Advisors's MRK Position: Q1 2026 in Review

Waterford Advisors held its Merck (MRK) position steady in Q1 2026 at 2,778 shares worth $328K. The position accounts for 0.1% of the portfolio, ranked #43.

Waterford Advisors first reported a position in MRK in Q4 2022 and has held it in 14 quarters since. The position peaked at $423K in Q1 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Waterford Advisors held 2,778 shares of Merck worth $328K as of Q1 2026.
Waterford Advisors left its Merck share count unchanged in Q1 2026.
Merck made up 0.1% of Waterford Advisors's portfolio in Q1 2026, its #43 holding.
Waterford Advisors first reported a position in Merck in Q4 2022 and has held it in 14 quarters since.
Waterford Advisors's Merck position peaked at $423K in Q1 2024.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Waterford Advisors's 13F filing for Q1 2026, filed 15 May 2026.