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Wealth Preservation Advisors’s Merck MRK Stock Holding History

Wealth Preservation Advisors’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 		$802K Sell
6,668
-525
-7% -$60.6K 0.67% 22
2025
Q4 		$757K Sell
7,193
-221
-3% -$20.7K 0.38% 27
2025
Q3 		$622K Buy
7,414
+6
+0.1% +$494 0.36% 29
2025
Q2 		$586K Sell
7,408
-886
-11% -$70.4K 0.36% 34
2025
Q1 		$744K Buy
+8,294
New +$774K 0.53% 24

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 Preservation Advisors's MRK Position: Q1 2026 in Review

Wealth Preservation Advisors reduced its Merck (MRK) stake by 7.3% in Q1 2026, selling an estimated $60.6K and leaving 6,668 shares worth $802K. The position accounts for 0.67% of the portfolio, ranked #22.

Wealth Preservation Advisors first reported a position in MRK in Q1 2025 and has held it in 5 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Wealth Preservation Advisors held 6,668 shares of Merck worth $802K as of Q1 2026.
  • Wealth Preservation Advisors sold 525 Merck shares in Q1 2026, an estimated $60.6K.
  • Merck made up 0.67% of Wealth Preservation Advisors's portfolio in Q1 2026, its #22 holding.
  • Wealth Preservation Advisors first reported a position in Merck in Q1 2025 and has held it in 5 quarters since.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.