WWM
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Western Wealth Management’s Merck MRK Stock Holding History

Western 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 		$3.85M Buy
31,978
+9,739
+44% +$1.12M 0.15% 138
2025
Q4 		$2.34M Buy
22,239
+2,571
+13% +$241K 0.11% 192
2025
Q3 		$1.65M Buy
19,668
+151
+0.8% +$12.4K 0.09% 217
2025
Q2 		$1.55M Sell
19,517
-1,031
-5% -$82K 0.09% 207
2025
Q1 		$1.84M Sell
20,548
-870
-4% -$81.2K 0.12% 171
2024
Q4 		$2.13M Sell
21,418
-7,303
-25% -$753K 0.14% 143
2024
Q3 		$3.26M Buy
28,721
+5,925
+26% +$704K 0.19% 108
2024
Q2 		$2.82M Sell
22,796
-139
-0.6% -$17.9K 0.21% 93
2024
Q1 		$3.03M Sell
22,935
-6,359
-22% -$784K 0.24% 85
2023
Q4 		$3.19M Buy
29,294
+472
+2% +$49K 0.23% 88
2023
Q3 		$2.97M Buy
28,822
+1,357
+5% +$146K 0.25% 80
2023
Q2 		$3.17M Buy
27,465
+755
+3% +$85.7K 0.27% 79
2023
Q1 		$2.84M Buy
26,710
+45
+0.2% +$4.86K 0.26% 86
2022
Q4 		$2.96M Sell
26,665
-23,215
-47% -$2.37M 0.3% 77
2022
Q3 		$4.38M Buy
49,880
+2,163
+5% +$193K 0.25% 91
2022
Q2 		$4.36M Sell
47,717
-3,009
-6% -$267K 0.25% 89
2022
Q1 		$4.16M Buy
50,726
+23,394
+86% +$1.84M 0.2% 106
2021
Q4 		$2.1M Buy
+27,332
New +$2.18M 0.21% 112
2021
Q2 		$2.11M Buy
27,145
+5,236
+24% +$389K 0.22% 106
2021
Q1 		$1.61M Buy
21,909
+2,612
+14% +$193K 0.22% 108
2020
Q4 		$1.51M Sell
19,297
-3,836
-17% -$293K 0.22% 108
2020
Q3 		$1.83M Buy
23,133
+1,319
+6% +$103K 0.3% 81
2020
Q2 		$1.61M Buy
21,814
+1,970
+10% +$148K 0.29% 81
2020
Q1 		$1.46M Buy
19,844
+1,450
+8% +$114K 0.33% 73
2019
Q4 		$1.6M Sell
18,394
-2,348
-11% -$193K 0.24% 96
2019
Q3 		$1.67M Sell
20,742
-393
-2% -$31.5K 0.35% 66
2019
Q2 		$1.69M Buy
21,135
+952
+5% +$72.9K 0.22% 92
2019
Q1 		$1.6M Buy
20,183
+2,282
+13% +$171K 0.36% 69
2018
Q4 		$1.3M Buy
+17,901
New +$1.26M 0.35% 68

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

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

Western Wealth Management increased its Merck (MRK) stake by 44% in Q1 2026, buying an estimated $1.12M and bringing the position to 31,978 shares worth $3.85M. The position accounts for 0.15% of the portfolio, ranked #138.

Western Wealth Management first reported a position in MRK in Q4 2018 and has held it in 29 quarters since. The position peaked at $4.38M in Q3 2022. 3,777 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Western Wealth Management held 31,978 shares of Merck worth $3.85M as of Q1 2026.
  • Western Wealth Management bought 9,739 Merck shares in Q1 2026, an estimated $1.12M.
  • Merck made up 0.15% of Western Wealth Management's portfolio in Q1 2026, its #138 holding.
  • Western Wealth Management first reported a position in Merck in Q4 2018 and has held it in 29 quarters since.
  • Western Wealth Management's Merck position peaked at $4.38M in Q3 2022.
  • 3,777 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.