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
Q2 		$1.52M Hold
11,831
– – 0.82% 30
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Widmann Financial Services's MRK Position: Q2 2026 in Review

Widmann Financial Services held its Merck (MRK) position steady in Q2 2026 at 11,831 shares worth $1.52M. The position accounts for 0.82% of the portfolio, ranked #30.

Widmann Financial Services first reported a position in MRK in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.75M in Q2 2022. 3,841 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Widmann Financial Services held 11,831 shares of Merck worth $1.52M as of Q2 2026.
  • Widmann Financial Services left its Merck share count unchanged in Q2 2026.
  • Merck made up 0.82% of Widmann Financial Services's portfolio in Q2 2026, its #30 holding.
  • Widmann Financial Services first reported a position in Merck in Q4 2021 and has held it in 19 quarters since.
  • Widmann Financial Services's Merck position peaked at $1.75M in Q2 2022.
  • 3,841 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Widmann Financial Services's 13F filing for Q2 2026, filed 14 Aug 2026.