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Whitaker-Myers Wealth Managers’s Merck MRK Stock Holding History

Whitaker-Myers Wealth Managers’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 		$2.09M Sell
14,361
-5,644
-28% -$780K 0.34% 38
2026
Q2 		$2.57M Buy
20,005
+2,306
+13% +$270K 0.43% 36
2026
Q1 		$2.13M Buy
+17,699
New +$2.04M 0.42% 36

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

Whitaker-Myers Wealth Managers's MRK Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers reduced its Merck (MRK) stake by 28% in Q3 2026, selling an estimated $780K and leaving 14,361 shares worth $2.09M. The position accounts for 0.34% of the portfolio, ranked #38.

Whitaker-Myers Wealth Managers first reported a position in MRK in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.57M in Q2 2026. 203 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Whitaker-Myers Wealth Managers held 14,361 shares of Merck worth $2.09M as of Q3 2026.
  • Whitaker-Myers Wealth Managers sold 5,644 Merck shares in Q3 2026, an estimated $780K.
  • Merck made up 0.34% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #38 holding.
  • Whitaker-Myers Wealth Managers first reported a position in Merck in Q1 2026 and has held it in 3 quarters since.
  • Whitaker-Myers Wealth Managers's Merck position peaked at $2.57M in Q2 2026.
  • 203 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.