Wealth Management Associates’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2M | Buy |
15,581
+4,242
| +37% | +$497K | 0.55% | 37 |
|
|
2026
Q1 | $1.36M | Sell |
11,339
-115
| -1% | -$13.3K | 0.47% | 48 |
|
|
2025
Q4 | $1.21M | Sell |
11,454
-432
| -4% | -$40.6K | 0.42% | 52 |
|
|
2025
Q3 | $998K | Buy |
11,886
+622
| +6% | +$51.2K | 0.35% | 58 |
|
|
2025
Q2 | $892K | Sell |
11,264
-95
| -0.8% | -$7.55K | 0.35% | 60 |
|
|
2025
Q1 | $1.02M | Sell |
11,359
-45
| -0.4% | -$4.2K | 0.44% | 52 |
|
|
2024
Q4 | $1.13M | Sell |
11,404
-871
| -7% | -$89.8K | 0.48% | 45 |
|
|
2024
Q3 | $1.39M | Sell |
12,275
-72
| -0.6% | -$8.55K | 0.61% | 38 |
|
|
2024
Q2 | $1.53M | Hold |
12,347
| – | – | 0.72% | 32 |
|
|
2024
Q1 | $1.53M | Buy |
12,347
+2
| +0% | +$247 | 0.72% | 32 |
|
|
2023
Q4 | $1.35M | Sell |
12,345
-226
| -2% | -$23.5K | 0.71% | 33 |
|
|
2023
Q3 | $1.29M | Buy |
12,571
+77
| +0.6% | +$8.3K | 0.76% | 32 |
|
|
2023
Q2 | $1.44M | Sell |
12,494
-284
| -2% | -$32.2K | 0.82% | 28 |
|
|
2023
Q1 | $1.36M | Sell |
12,778
-387
| -3% | -$41.8K | 0.84% | 25 |
|
|
2022
Q4 | $1.46M | Sell |
13,165
-232
| -2% | -$23.7K | 0.97% | 23 |
|
|
2022
Q3 | $1.15M | Sell |
13,397
-17
| -0.1% | -$1.52K | 0.81% | 28 |
|
|
2022
Q2 | $1.22M | Buy |
13,414
+410
| +3% | +$36.3K | 0.83% | 24 |
|
|
2022
Q1 | $1.07M | Buy |
13,004
+270
| +2% | +$21.3K | 0.61% | 36 |
|
|
2021
Q4 | $976K | Buy |
12,734
+56
| +0.4% | +$4.46K | 0.53% | 42 |
|
|
2021
Q3 | $952K | Buy |
12,678
+195
| +2% | +$14.8K | 0.56% | 40 |
|
|
2021
Q2 | $971K | Sell |
12,483
-755
| -6% | -$56.2K | 0.55% | 39 |
|
|
2021
Q1 | $974K | Buy |
13,238
+820
| +7% | +$60.5K | 0.62% | 35 |
|
|
2020
Q4 | $969K | Buy |
12,418
+702
| +6% | +$53.7K | 0.64% | 34 |
|
|
2020
Q3 | $927K | Buy |
11,716
+896
| +8% | +$70.2K | 0.72% | 32 |
|
|
2020
Q2 | $798K | Buy |
10,820
+949
| +10% | +$71.4K | 0.67% | 34 |
|
|
2020
Q1 | $725K | Buy |
9,871
+1,728
| +21% | +$136K | 0.73% | 32 |
|
|
2019
Q4 | $707K | Buy |
8,143
+4
| +0% | +$329 | 0.51% | 45 |
|
|
2019
Q3 | $654K | Buy |
8,139
+2,391
| +42% | +$192K | 0.53% | 45 |
|
|
2019
Q2 | $460K | Buy |
5,748
+4
| +0.1% | +$306 | 0.46% | 53 |
|
|
2019
Q1 | $456K | Buy |
5,744
+1,996
| +53% | +$149K | 0.5% | 51 |
|
|
2018
Q4 | $273K | Buy |
+3,748
| New | +$265K | 0.37% | 61 |
|
Other funds holding MRK
Wealth Management Associates's MRK Position: Q2 2026 in Review
Wealth Management Associates increased its Merck (MRK) stake by 37% in Q2 2026, buying an estimated $497K and bringing the position to 15,581 shares worth $2M. The position accounts for 0.55% of the portfolio, ranked #37.
Wealth Management Associates first reported a position in MRK in Q4 2018 and has held it in 31 quarters since. 3,844 funds tracked by Wall St. Rank hold MRK as of Q2 2026.
- Wealth Management Associates held 15,581 shares of Merck worth $2M as of Q2 2026.
- Wealth Management Associates bought 4,242 Merck shares in Q2 2026, an estimated $497K.
- Merck made up 0.55% of Wealth Management Associates's portfolio in Q2 2026, its #37 holding.
- Wealth Management Associates first reported a position in Merck in Q4 2018 and has held it in 31 quarters since.
- 3,844 funds tracked by Wall St. Rank held Merck as of Q2 2026.
Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.