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WESPAC Advisors’s Merck MRK Stock Holding History

WESPAC 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 		$3.34M Hold
27,798
– – 1.83% 10
2025
Q4 		$2.93M Buy
+27,798
New +$2.61M 1.59% 12
2024
Q4 		– Sell
-9,473
Closed -$1.08M – 173
2024
Q3 		$1.08M Sell
9,473
-734
-7% -$87.2K 0.8% 39
2024
Q2 		$1.26M Sell
10,207
-5,267
-34% -$678K 0.99% 29
2024
Q1 		$2.04M Sell
15,474
-4,930
-24% -$608K 1.19% 18
2023
Q4 		$2.22M Sell
20,404
-647
-3% -$67.2K 1.54% 12
2023
Q3 		$2.17M Buy
21,051
+961
+5% +$104K 1.62% 11
2023
Q2 		$2.32M Sell
20,090
-553
-3% -$62.8K 1.86% 9
2023
Q1 		$2.2M Buy
+20,643
New +$2.23M 2.07% 8
2021
Q2 		– Sell
-15,007
Closed -$1.1M – 138
2021
Q1 		$1.1M Sell
15,007
-1,717
-10% -$127K 0.83% 48
2020
Q4 		$1.3M Buy
16,724
+3,506
+27% +$268K 1.01% 40
2020
Q3 		$1.05M Sell
13,218
-7,199
-35% -$564K 1.3% 31
2020
Q2 		$1.51M Sell
20,417
-1,239
-6% -$93.3K 1.71% 18
2020
Q1 		$1.59M Sell
21,656
-1,010
-4% -$79.4K 3.81% 9
2019
Q4 		$1.97M Sell
22,666
-1,075
-5% -$88.3K 1.93% 18
2019
Q3 		$1.91M Sell
23,741
-8,856
-27% -$710K 1.9% 19
2019
Q2 		$2.61M Buy
+32,597
New +$2.5M 1.95% 20
2018
Q4 		– Sell
-44,886
Closed -$3.04M – 151
2018
Q3 		$3.04M Buy
44,886
+14,799
+49% +$943K 1.77% 10
2018
Q2 		$1.74M Buy
+30,087
New +$1.7M 1.8% 19
2016
Q3 		– Sell
-13,098
Closed -$720K – 118
2016
Q2 		$720K Buy
13,098
+1,829
+16% +$97.3K 0.74% 51
2016
Q1 		$569K Buy
+11,269
New +$552K 0.71% 60

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

WESPAC Advisors's MRK Position: Q1 2026 in Review

WESPAC Advisors held its Merck (MRK) position steady in Q1 2026 at 27,798 shares worth $3.34M. The position accounts for 1.83% of the portfolio, ranked #10.

WESPAC Advisors first reported a position in MRK in Q1 2016 and has held it in 21 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • WESPAC Advisors held 27,798 shares of Merck worth $3.34M as of Q1 2026.
  • WESPAC Advisors left its Merck share count unchanged in Q1 2026.
  • Merck made up 1.83% of WESPAC Advisors's portfolio in Q1 2026, its #10 holding.
  • WESPAC Advisors first reported a position in Merck in Q1 2016 and has held it in 21 quarters since.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on WESPAC Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.