WBH Advisory’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.32M | Sell |
10,962
-351
| -3% | -$40.5K | 0.1% | 144 |
|
|
2025
Q4 | $1.19M | Buy |
11,313
+1,123
| +11% | +$105K | 0.09% | 151 |
|
|
2025
Q3 | $855K | Sell |
10,190
-408
| -4% | -$33.6K | 0.07% | 180 |
|
|
2025
Q2 | $839K | Sell |
10,598
-656
| -6% | -$52.1K | 0.07% | 179 |
|
|
2025
Q1 | $1.01M | Sell |
11,254
-3,248
| -22% | -$303K | 0.09% | 150 |
|
|
2024
Q4 | $1.44M | Sell |
14,502
-251
| -2% | -$25.9K | 0.13% | 115 |
|
|
2024
Q3 | $1.68M | Sell |
14,753
-541
| -4% | -$64.3K | 0.16% | 109 |
|
|
2024
Q2 | $1.89M | Sell |
15,294
-641
| -4% | -$82.6K | 0.19% | 89 |
|
|
2024
Q1 | $2.1M | Sell |
15,935
-2,298
| -13% | -$283K | 0.22% | 86 |
|
|
2023
Q4 | $1.99M | Sell |
18,233
-501
| -3% | -$52K | 0.22% | 87 |
|
|
2023
Q3 | $1.93M | Sell |
18,734
-331
| -2% | -$35.7K | 0.24% | 89 |
|
|
2023
Q2 | $2.2M | Sell |
19,065
-738
| -4% | -$83.8K | 0.26% | 84 |
|
|
2023
Q1 | $2.11M | Buy |
+19,803
| New | +$2.14M | 0.26% | 84 |
|
|
2022
Q3 | $1.76M | Sell |
20,458
-216
| -1% | -$19.3K | 0.25% | 86 |
|
|
2022
Q2 | $1.95M | Buy |
20,674
+185
| +0.9% | +$16.4K | 0.26% | 86 |
|
|
2022
Q1 | $1.81M | Sell |
20,489
-592
| -3% | -$46.7K | 0.22% | 96 |
|
|
2021
Q4 | $1.62M | Buy |
21,081
+324
| +2% | +$25.8K | 0.18% | 110 |
|
|
2021
Q3 | $1.56M | Buy |
20,757
+1,027
| +5% | +$78.1K | 0.21% | 104 |
|
|
2021
Q2 | $1.52M | Sell |
19,730
-1,782
| -8% | -$133K | 0.22% | 94 |
|
|
2021
Q1 | $1.58M | Sell |
21,512
-130
| -0.6% | -$9.59K | 0.26% | 87 |
|
|
2020
Q4 | $1.7M | Sell |
21,642
-2,231
| -9% | -$171K | 0.29% | 75 |
|
|
2020
Q3 | $1.89M | Sell |
23,873
-409
| -2% | -$32K | 0.38% | 60 |
|
|
2020
Q2 | $1.79M | Sell |
24,282
-111
| -0.5% | -$8.36K | 0.43% | 58 |
|
|
2020
Q1 | $1.79K | Sell |
24,393
-64
| -0.3% | -$5.03K | 0.42% | 50 |
|
|
2019
Q4 | $2.12M | Sell |
24,457
-343
| -1% | -$28.2K | 0.43% | 51 |
|
|
2019
Q3 | $1.99M | Buy |
24,800
+1,830
| +8% | +$147K | 0.45% | 52 |
|
|
2019
Q2 | $1.84M | Sell |
22,970
-859
| -4% | -$65.8K | 0.43% | 55 |
|
|
2019
Q1 | $232K | Buy |
23,829
+178
| +0.8% | +$13.3K | 0.06% | 217 |
|
|
2018
Q4 | $1.72K | Sell |
23,651
-396
| -2% | -$28K | 0.42% | 55 |
|
|
2018
Q3 | $1.63M | Buy |
24,047
+105
| +0.4% | +$6.69K | 0.39% | 60 |
|
|
2018
Q2 | $1.39M | Sell |
23,942
-313
| -1% | -$17.7K | 0.36% | 64 |
|
|
2018
Q1 | $1.26M | Sell |
24,255
-577
| -2% | -$31.2K | 0.34% | 72 |
|
|
2017
Q4 | $1.33M | Sell |
24,832
-720
| -3% | -$39.9K | 0.36% | 72 |
|
|
2017
Q3 | $1.56M | Sell |
25,552
-5
| -0% | -$303 | 0.44% | 53 |
|
|
2017
Q2 | $1.56M | Buy |
25,557
+148
| +0.6% | +$9.01K | 0.44% | 53 |
|
|
2017
Q1 | $1.54M | Sell |
25,409
-170
| -0.7% | -$10.3K | 0.46% | 51 |
|
|
2016
Q4 | $1.44M | Sell |
25,579
-127
| -0.5% | -$7.43K | 0.48% | 50 |
|
|
2016
Q3 | $1.53M | Buy |
25,706
+902
| +4% | +$52.7K | 0.52% | 51 |
|
|
2016
Q2 | $1.36M | Buy |
24,804
+239
| +1% | +$12.7K | 0.53% | 47 |
|
|
2016
Q1 | $1.24M | Buy |
24,565
+5
| +0% | +$245 | 0.42% | 51 |
|
|
2015
Q4 | $1.24K | Sell |
24,560
-73
| -0.3% | -$3.68K | 0.43% | 51 |
|
|
2015
Q3 | $1.16M | Buy |
24,633
+223
| +0.9% | +$11.8K | 0.48% | 50 |
|
|
2015
Q2 | $1.33M | Sell |
24,410
-132
| -0.5% | -$7.4K | 0.52% | 52 |
|
|
2015
Q1 | $1.35K | Sell |
24,542
-458
| -2% | -$25.9K | 0.38% | 53 |
|
|
2014
Q4 | $1.35M | Sell |
25,000
-1,138
| -4% | -$63.4K | 0.51% | 47 |
|
|
2014
Q3 | $1.48M | Sell |
26,138
-844
| -3% | -$47.4K | 0.52% | 41 |
|
|
2014
Q2 | $1.49M | Buy |
26,982
+965
| +4% | +$52.6K | 0.56% | 41 |
|
|
2014
Q1 | $1.41M | Sell |
26,017
-903
| -3% | -$46.8K | 0.56% | 40 |
|
|
2013
Q4 | $1.28M | Buy |
26,920
+143
| +0.5% | +$6.54K | 0.52% | 49 |
|
|
2013
Q3 | $1.22M | Buy |
26,777
+8
| +0% | +$365 | 0.54% | 47 |
|
|
2013
Q2 | $1.19M | Buy |
+26,769
| New | +$1.2M | 0.55% | 47 |
|
Other funds holding MRK
VCM
VPM
WBH Advisory's MRK Position: Q1 2026 in Review
WBH Advisory reduced its Merck (MRK) stake by 3.1% in Q1 2026, selling an estimated $40.5K and leaving 10,962 shares worth $1.32M. The position accounts for 0.1% of the portfolio, ranked #144.
WBH Advisory first reported a position in MRK in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.2M in Q2 2023. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.
- WBH Advisory held 10,962 shares of Merck worth $1.32M as of Q1 2026.
- WBH Advisory sold 351 Merck shares in Q1 2026, an estimated $40.5K.
- Merck made up 0.1% of WBH Advisory's portfolio in Q1 2026, its #144 holding.
- WBH Advisory first reported a position in Merck in Q2 2013 and has held it in 51 quarters since.
- WBH Advisory's Merck position peaked at $2.2M in Q2 2023.
- 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.
Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.