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Westshore Wealth’s Merck MRK Stock Holding History

Westshore Wealth’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 		$420K Hold
3,491
– – 0.15% 56
2025
Q4 		$367K Sell
3,491
-630
-15% -$59.1K 0.12% 67
2025
Q3 		$346K Sell
4,121
-154
-4% -$12.7K 0.12% 70
2025
Q2 		$338K Sell
4,275
-24
-0.6% -$1.91K 0.13% 68
2025
Q1 		$386K Sell
4,299
-24
-0.6% -$2.24K 0.16% 57
2024
Q4 		$430K Sell
4,323
-1,799
-29% -$185K 0.17% 46
2024
Q3 		$695K Sell
6,122
-159
-3% -$18.9K 0.28% 27
2024
Q2 		$778K Sell
6,281
-125
-2% -$16.1K 0.32% 26
2024
Q1 		$845K Sell
6,406
-125
-2% -$15.4K 0.35% 26
2023
Q4 		$712K Sell
6,531
-265
-4% -$27.5K 0.33% 24
2023
Q3 		$700K Sell
6,796
-1,246
-15% -$134K 0.39% 23
2023
Q2 		$928K Sell
8,042
-574
-7% -$65.2K 0.47% 23
2023
Q1 		$917K Sell
8,616
-73
-0.8% -$7.88K 0.48% 24
2022
Q4 		$964K Sell
8,689
-200
-2% -$20.4K 0.55% 21
2022
Q3 		$765K Sell
8,889
-399
-4% -$35.6K 0.53% 19
2022
Q2 		$847K Buy
9,288
+160
+2% +$14.2K 0.55% 20
2022
Q1 		$749K Buy
9,128
+44
+0.5% +$3.47K 0.5% 27
2021
Q4 		$696K Buy
9,084
+422
+5% +$33.6K 0.48% 28
2021
Q3 		$651K Sell
8,662
-87,414
-91% -$6.65M 0.53% 27
2021
Q2 		$7.47M Sell
96,076
-4,383
-4% -$326K 3.84% 6
2021
Q1 		$7.39M Buy
+100,459
New +$7.41M 4.22% 4

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

Westshore Wealth's MRK Position: Q1 2026 in Review

Westshore Wealth held its Merck (MRK) position steady in Q1 2026 at 3,491 shares worth $420K. The position accounts for 0.15% of the portfolio, ranked #56.

Westshore Wealth first reported a position in MRK in Q1 2021 and has held it in 21 quarters since. The position peaked at $7.47M in Q2 2021. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Westshore Wealth held 3,491 shares of Merck worth $420K as of Q1 2026.
  • Westshore Wealth left its Merck share count unchanged in Q1 2026.
  • Merck made up 0.15% of Westshore Wealth's portfolio in Q1 2026, its #56 holding.
  • Westshore Wealth first reported a position in Merck in Q1 2021 and has held it in 21 quarters since.
  • Westshore Wealth's Merck position peaked at $7.47M in Q2 2021.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.