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Whalen Wealth Management’s Merck MRK Stock Holding History

Whalen 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
Q3 		$1.91M Buy
13,162
+707
+6% +$97.7K 0.82% 33
2026
Q2 		$1.6M Buy
12,455
+3,844
+45% +$450K 0.72% 41
2026
Q1 		$1.04M Buy
8,611
+1,182
+16% +$136K 0.55% 46
2025
Q4 		$782K Buy
+7,429
New +$697K 0.42% 63

Other funds holding MRK

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

Whalen Wealth Management's MRK Position: Q3 2026 in Review

Whalen Wealth Management increased its Merck (MRK) stake by 5.7% in Q3 2026, buying an estimated $97.7K and bringing the position to 13,162 shares worth $1.91M. The position accounts for 0.82% of the portfolio, ranked #33.

Whalen Wealth Management first reported a position in MRK in Q4 2025 and has held it in 4 quarters since. 203 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Whalen Wealth Management held 13,162 shares of Merck worth $1.91M as of Q3 2026.
  • Whalen Wealth Management bought 707 Merck shares in Q3 2026, an estimated $97.7K.
  • Merck made up 0.82% of Whalen Wealth Management's portfolio in Q3 2026, its #33 holding.
  • Whalen Wealth Management first reported a position in Merck in Q4 2025 and has held it in 4 quarters since.
  • 203 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.