WJWM
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Williams Jones Wealth Management’s Merck MRK Stock Holding History

Williams Jones 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
Q1 		$6.84M Buy
56,834
+1,523
+3% +$176K 0.08% 117
2025
Q4 		$5.82M Buy
55,311
+2,116
+4% +$199K 0.07% 126
2025
Q3 		$4.46M Sell
53,195
-4,011
-7% -$330K 0.05% 141
2025
Q2 		$4.53M Sell
57,206
-20,868
-27% -$1.66M 0.05% 139
2025
Q1 		$7.01M Sell
78,074
-19,318
-20% -$1.8M 0.09% 118
2024
Q4 		$9.69M Sell
97,392
-20,747
-18% -$2.14M 0.12% 102
2024
Q3 		$13.4M Sell
118,139
-598
-0.5% -$71K 0.16% 93
2024
Q2 		$14.7M Sell
118,737
-587
-0.5% -$75.6K 0.18% 85
2024
Q1 		$15.7M Sell
119,324
-55
-0% -$6.78K 0.2% 81
2023
Q4 		$13M Sell
119,379
-116,174
-49% -$12.1M 0.18% 85
2023
Q3 		$24.3M Sell
235,553
-344
-0.1% -$37.1K 0.37% 57
2023
Q2 		$27.2M Buy
235,897
+3,712
+2% +$421K 0.41% 54
2023
Q1 		$24.7M Buy
232,185
+299
+0.1% +$32.3K 0.39% 57
2022
Q4 		$25.7M Buy
231,886
+1,558
+0.7% +$159K 0.43% 51
2022
Q3 		$19.8M Buy
230,328
+105,761
+85% +$9.44M 0.35% 62
2022
Q2 		$11.4M Buy
124,567
+15,586
+14% +$1.38M 0.18% 94
2022
Q1 		$8.94M Sell
108,981
-1,652
-1% -$130K 0.12% 109
2021
Q4 		$8.48M Buy
110,633
+4,742
+4% +$378K 0.11% 111
2021
Q3 		$7.95M Buy
105,891
+224
+0.2% +$17K 0.11% 110
2021
Q2 		$8.22M Sell
105,667
-5,324
-5% -$396K 0.11% 111
2021
Q1 		$8.16M Sell
110,991
-1,378
-1% -$102K 0.13% 100
2020
Q4 		$8.77M Sell
112,369
-1,061
-0.9% -$81.1K 0.14% 91
2020
Q3 		$8.98M Buy
113,430
+1,761
+2% +$138K 0.17% 84
2020
Q2 		$8.24M Buy
111,669
+4,106
+4% +$309K 0.17% 86
2020
Q1 		$7.9M Sell
107,563
-1,597
-1% -$126K 0.21% 78
2019
Q4 		$9.47M Sell
109,160
-1,849
-2% -$152K 0.18% 85
2019
Q3 		$8.92M Buy
+111,009
New +$8.9M 0.18% 88

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

Williams Jones Wealth Management's MRK Position: Q1 2026 in Review

Williams Jones Wealth Management increased its Merck (MRK) stake by 2.8% in Q1 2026, buying an estimated $176K and bringing the position to 56,834 shares worth $6.84M. The position accounts for 0.08% of the portfolio, ranked #117.

Williams Jones Wealth Management first reported a position in MRK in Q3 2019 and has held it in 27 quarters since. The position peaked at $27.2M in Q2 2023. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Williams Jones Wealth Management held 56,834 shares of Merck worth $6.84M as of Q1 2026.
  • Williams Jones Wealth Management bought 1,523 Merck shares in Q1 2026, an estimated $176K.
  • Merck made up 0.08% of Williams Jones Wealth Management's portfolio in Q1 2026, its #117 holding.
  • Williams Jones Wealth Management first reported a position in Merck in Q3 2019 and has held it in 27 quarters since.
  • Williams Jones Wealth Management's Merck position peaked at $27.2M in Q2 2023.
  • 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.