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Waypoint Wealth Counsel’s Merck MRK Stock Holding History

Waypoint Wealth Counsel’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 		$1.19M Sell
9,896
-695
-7% -$80.2K 0.62% 24
2025
Q4 		$1.11M Buy
10,591
+727
+7% +$68.2K 0.41% 43
2025
Q3 		$828K Buy
9,864
+1,055
+12% +$86.9K 0.33% 48
2025
Q2 		$697K Buy
8,809
+5,481
+165% +$436K 0.35% 47
2025
Q1 		$299K Buy
3,328
+322
+11% +$30.1K 0.19% 75
2024
Q4 		$299K Buy
3,006
+127
+4% +$13.1K 0.2% 71
2024
Q3 		$327K Sell
2,879
-47
-2% -$5.58K 0.22% 68
2024
Q2 		$362K Buy
2,926
+19
+0.7% +$2.45K 0.28% 56
2024
Q1 		$384K Buy
2,907
+82
+3% +$10.1K 0.3% 54
2023
Q4 		$308K Sell
2,825
-370
-12% -$38.4K 0.26% 66
2023
Q3 		$329K Buy
3,195
+1
+0% +$108 0.31% 54
2023
Q2 		$369K Sell
3,194
-11
-0.3% -$1.25K 0.33% 55
2023
Q1 		$341K Buy
3,205
+48
+2% +$5.18K 0.26% 59
2022
Q4 		$350K Buy
+3,157
New +$323K 0.28% 66

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

Waypoint Wealth Counsel's MRK Position: Q1 2026 in Review

Waypoint Wealth Counsel reduced its Merck (MRK) stake by 6.6% in Q1 2026, selling an estimated $80.2K and leaving 9,896 shares worth $1.19M. The position accounts for 0.62% of the portfolio, ranked #24.

Waypoint Wealth Counsel first reported a position in MRK in Q4 2022 and has held it in 14 quarters since. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Waypoint Wealth Counsel held 9,896 shares of Merck worth $1.19M as of Q1 2026.
  • Waypoint Wealth Counsel sold 695 Merck shares in Q1 2026, an estimated $80.2K.
  • Merck made up 0.62% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #24 holding.
  • Waypoint Wealth Counsel first reported a position in Merck in Q4 2022 and has held it in 14 quarters since.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.