WDG
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Wealth Dimensions Group’s Merck MRK Stock Holding History

Wealth Dimensions Group’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 		$1.89M Sell
15,704
-815
-5% -$94.1K 0.37% 36
2025
Q4 		$1.74M Sell
16,519
-47
-0.3% -$4.41K 0.35% 41
2025
Q3 		$1.39M Sell
16,566
-491
-3% -$40.4K 0.29% 45
2025
Q2 		$1.35M Sell
17,057
-1,093
-6% -$86.9K 0.3% 44
2025
Q1 		$1.63M Buy
18,150
+1,477
+9% +$138K 0.39% 38
2024
Q4 		$1.66M Buy
16,673
+456
+3% +$47K 0.41% 36
2024
Q3 		$1.84M Buy
16,217
+383
+2% +$45.5K 0.47% 33
2024
Q2 		$1.96M Sell
15,834
-613
-4% -$79K 0.56% 29
2024
Q1 		$2.17M Sell
16,447
-426
-3% -$52.5K 0.64% 26
2023
Q4 		$1.84M Sell
16,873
-709
-4% -$73.6K 0.58% 30
2023
Q3 		$1.81M Sell
17,582
-189
-1% -$20.4K 0.66% 27
2023
Q2 		$2.05M Buy
17,771
+777
+5% +$88.2K 0.75% 24
2023
Q1 		$1.81M Buy
16,994
+1,031
+6% +$111K 0.7% 27
2022
Q4 		$1.77M Buy
15,963
+630
+4% +$64.4K 0.72% 24
2022
Q3 		$1.32M Buy
15,333
+30
+0.2% +$2.68K 0.65% 26
2022
Q2 		$1.4M Sell
15,303
-206
-1% -$18.3K 0.66% 25
2022
Q1 		$1.27M Buy
15,509
+408
+3% +$32.2K 0.59% 29
2021
Q4 		$1.16M Buy
15,101
+667
+5% +$53.1K 0.57% 28
2021
Q3 		$1.08M Buy
14,434
+125
+0.9% +$9.51K 0.69% 26
2021
Q2 		$1.11M Sell
14,309
-400
-3% -$29.8K 0.75% 25
2021
Q1 		$1.08M Buy
14,709
+766
+5% +$56.5K 0.84% 25
2020
Q4 		$1.09M Buy
+13,943
New +$1.07M 0.94% 21

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

Wealth Dimensions Group's MRK Position: Q1 2026 in Review

Wealth Dimensions Group reduced its Merck (MRK) stake by 4.9% in Q1 2026, selling an estimated $94.1K and leaving 15,704 shares worth $1.89M. The position accounts for 0.37% of the portfolio, ranked #36.

Wealth Dimensions Group first reported a position in MRK in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.17M in Q1 2024. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Wealth Dimensions Group held 15,704 shares of Merck worth $1.89M as of Q1 2026.
  • Wealth Dimensions Group sold 815 Merck shares in Q1 2026, an estimated $94.1K.
  • Merck made up 0.37% of Wealth Dimensions Group's portfolio in Q1 2026, its #36 holding.
  • Wealth Dimensions Group first reported a position in Merck in Q4 2020 and has held it in 22 quarters since.
  • Wealth Dimensions Group's Merck position peaked at $2.17M in Q1 2024.
  • 3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Wealth Dimensions Group's 13F filing for Q1 2026, filed 12 May 2026.