WIM
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WealthPlan Investment Management’s Merck MRK Stock Holding History

WealthPlan Investment Management’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
Q2 		$4.26M Sell
33,167
-1,826
-5% -$214K 0.21% 96
2026
Q1 		$4.21M Buy
34,993
+11,990
+52% +$1.38M 0.23% 95
2025
Q4 		$2.42M Buy
23,003
+8,929
+63% +$838K 0.15% 124
2025
Q3 		$1.18M Buy
14,074
+181
+1% +$14.9K 0.08% 170
2025
Q2 		$1.1M Buy
+13,893
New +$1.1M 0.08% 173
2024
Q4 		– Sell
-2,443
Closed -$277K – 271
2024
Q3 		$277K Buy
2,443
+742
+44% +$88.2K 0.03% 216
2024
Q2 		$211K Sell
1,701
-1,000
-37% -$129K 0.03% 178
2024
Q1 		$356K Buy
+2,701
New +$333K 0.05% 145
2023
Q3 		– Sell
-569
Closed -$65.7K – 269
2023
Q2 		$65.7K Sell
569
-1,130
-67% -$128K 0.02% 180
2023
Q1 		$181K Sell
1,699
-10,526
-86% -$1.14M 0.03% 164
2022
Q4 		$1.34M Buy
12,225
+496
+4% +$50.7K 0.09% 156
2022
Q3 		$1.29M Buy
+11,729
New +$1.05M 0.09% 150
2022
Q1 		$1.02M Buy
+11,535
New +$909K 0.07% 167

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WealthPlan Investment Management's MRK Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Merck (MRK) stake by 5.2% in Q2 2026, selling an estimated $214K and leaving 33,167 shares worth $4.26M. The position accounts for 0.21% of the portfolio, ranked #96.

WealthPlan Investment Management first reported a position in MRK in Q1 2022 and has held it in 13 quarters since. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • WealthPlan Investment Management held 33,167 shares of Merck worth $4.26M as of Q2 2026.
  • WealthPlan Investment Management sold 1,826 Merck shares in Q2 2026, an estimated $214K.
  • Merck made up 0.21% of WealthPlan Investment Management's portfolio in Q2 2026, its #96 holding.
  • WealthPlan Investment Management first reported a position in Merck in Q1 2022 and has held it in 13 quarters since.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.