Western Pacific Wealth Management’s Merck MRK Stock Holding History

Western Pacific Wealth 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 Q1	$31.7K	Hold	263	–	–	0.03%	137
2025 Q4	$27.7K	Hold	263	–	–	0.03%	129
2025 Q3	$22.1K	Hold	263	–	–	0.02%	149
2025 Q2	$20.9K	Sell	263 -129	-33%	-$10.3K	0.02%	155
2025 Q1	$35.2K	Hold	392	–	–	0.03%	141
2024 Q4	$39K	Hold	392	–	–	0.03%	147
2024 Q3	$44.5K	Sell	392 -1,246	-76%	-$148K	0.03%	171
2024 Q2	$203K	Hold	1,638	–	–	0.15%	48
2024 Q1	$216K	Buy	1,638 +1	+0.1%	+$123	0.16%	48
2023 Q4	$178K	Sell	1,637 -56	-3%	-$5.81K	0.13%	52
2023 Q3	$174K	Buy	1,693 +91	+6%	+$9.81K	0.14%	46
2023 Q2	$185K	Hold	1,602	–	–	0.14%	41
2023 Q1	$170K	Hold	1,602	–	–	0.13%	46
2022 Q4	$178K	Buy	1,602 +473	+42%	+$48.3K	0.15%	41
2022 Q3	$97K	Buy	1,129 +738	+189%	+$65.9K	0.1%	54
2022 Q2	$35K	Hold	391	–	–	0.03%	94
2022 Q1	$32K	Hold	391	–	–	0.02%	118
2021 Q4	$29K	Buy	+391	New	+$31.1K	0.02%	134

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Western Pacific Wealth Management's MRK Position: Q1 2026 in Review

Western Pacific Wealth Management held its Merck (MRK) position steady in Q1 2026 at 263 shares worth $31.7K. The position accounts for 0.03% of the portfolio, ranked #137.

Western Pacific Wealth Management first reported a position in MRK in Q4 2021 and has held it in 18 quarters since. The position peaked at $216K in Q1 2024. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Western Pacific Wealth Management held 263 shares of Merck worth $31.7K as of Q1 2026.
Western Pacific Wealth Management left its Merck share count unchanged in Q1 2026.
Merck made up 0.03% of Western Pacific Wealth Management's portfolio in Q1 2026, its #137 holding.
Western Pacific Wealth Management first reported a position in Merck in Q4 2021 and has held it in 18 quarters since.
Western Pacific Wealth Management's Merck position peaked at $216K in Q1 2024.
3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Western Pacific Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.