WBI Investments’s Merck MRK Stock Holding History

WBI Investments’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	$427K	Sell	3,553 -687	-16%	-$79.3K	0.12%	204
2025 Q4	$446K	Buy	+4,240	New	+$398K	0.12%	219
2025 Q3	–	Sell	-11,943	Closed	-$945K	–	347
2025 Q2	$945K	Buy	11,943 +8,548	+252%	+$679K	0.25%	117
2025 Q1	$305K	Buy	+3,395	New	+$317K	0.08%	175
2024 Q4	–	Sell	-5,178	Closed	-$588K	–	261
2024 Q3	$588K	Buy	+5,178	New	+$615K	0.14%	153
2023 Q2	–	Sell	-8,801	Closed	-$936K	–	214
2023 Q1	$936K	Buy	+8,801	New	+$950K	0.19%	124
2022 Q3	–	Sell	-60,579	Closed	-$5.48M	–	132
2022 Q2	$5.48M	Sell	60,579 -18,603	-23%	-$1.65M	1.18%	25
2022 Q1	$6.35M	Buy	+79,182	New	+$6.24M	1.03%	25
2020 Q4	–	Sell	-58,756	Closed	-$4.65M	–	187
2020 Q3	$4.65M	Buy	+58,756	New	+$4.6M	0.72%	44
2020 Q1	–	Sell	-90,053	Closed	-$7.82M	–	163
2019 Q4	$7.82M	Sell	90,053 -23,901	-21%	-$1.96M	0.83%	22
2019 Q3	$9.15M	Buy	+113,954	New	+$9.13M	0.87%	27
2017 Q2	–	Sell	-41,656	Closed	-$2.53M	–	341
2017 Q1	$2.53M	Buy	+41,656	New	+$2.53M	0.11%	136

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

WBI Investments's MRK Position: Q1 2026 in Review

WBI Investments reduced its Merck (MRK) stake by 16% in Q1 2026, selling an estimated $79.3K and leaving 3,553 shares worth $427K. The position accounts for 0.12% of the portfolio, ranked #204.

WBI Investments first reported a position in MRK in Q1 2017 and has held it in 12 quarters since. The position peaked at $9.15M in Q3 2019. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

WBI Investments held 3,553 shares of Merck worth $427K as of Q1 2026.
WBI Investments sold 687 Merck shares in Q1 2026, an estimated $79.3K.
Merck made up 0.12% of WBI Investments's portfolio in Q1 2026, its #204 holding.
WBI Investments first reported a position in Merck in Q1 2017 and has held it in 12 quarters since.
WBI Investments's Merck position peaked at $9.15M in Q3 2019.
3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.