WFS
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Widmann Financial Services’s Merck MRK Stock Holding History

Widmann Financial Services’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 		$1.42M Hold
11,831
– – 0.85% 32
2025
Q4 		$1.25M Sell
11,831
-215
-2% -$20.2K 0.76% 36
2025
Q3 		$1.01M Buy
12,046
+100
+0.8% +$8.24K 0.64% 44
2025
Q2 		$946K Buy
11,946
+812
+7% +$64.5K 0.66% 46
2025
Q1 		$999K Sell
11,134
-65
-0.6% -$6.07K 0.78% 40
2024
Q4 		$1.11M Sell
11,199
-550
-5% -$56.7K 0.86% 34
2024
Q3 		$1.33M Sell
11,749
-189
-2% -$22.5K 1.01% 32
2024
Q2 		$1.48M Sell
11,938
-100
-0.8% -$12.9K 1.2% 24
2024
Q1 		$1.59M Sell
12,038
-126
-1% -$15.5K 1.33% 23
2023
Q4 		$1.33M Sell
12,164
-19
-0.2% -$1.97K 1.19% 29
2023
Q3 		$1.25M Hold
12,183
– – 1.25% 28
2023
Q2 		$1.41M Buy
12,183
+106
+0.9% +$12K 1.34% 24
2023
Q1 		$1.28M Sell
12,077
-545
-4% -$58.8K 1.3% 29
2022
Q4 		$1.4M Sell
12,622
-6,730
-35% -$688K 1.47% 24
2022
Q3 		$1.67M Buy
19,352
+170
+0.9% +$15.2K 1.85% 18
2022
Q2 		$1.75M Buy
19,182
+32
+0.2% +$2.84K 1.81% 19
2022
Q1 		$1.57M Buy
19,150
+415
+2% +$32.7K 1.39% 24
2021
Q4 		$1.44M Buy
+18,735
New +$1.49M 1.18% 27

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

Widmann Financial Services's MRK Position: Q1 2026 in Review

Widmann Financial Services held its Merck (MRK) position steady in Q1 2026 at 11,831 shares worth $1.42M. The position accounts for 0.85% of the portfolio, ranked #32.

Widmann Financial Services first reported a position in MRK in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.75M in Q2 2022. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Widmann Financial Services held 11,831 shares of Merck worth $1.42M as of Q1 2026.
  • Widmann Financial Services left its Merck share count unchanged in Q1 2026.
  • Merck made up 0.85% of Widmann Financial Services's portfolio in Q1 2026, its #32 holding.
  • Widmann Financial Services first reported a position in Merck in Q4 2021 and has held it in 18 quarters since.
  • Widmann Financial Services's Merck position peaked at $1.75M in Q2 2022.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Widmann Financial Services's 13F filing for Q1 2026, filed 15 May 2026.