WFG
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Wills Financial Group’s Merck MRK Stock Holding History

Wills Financial Group’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 		$1.89M Sell
16,616
-339
-2% -$39.1K 0.71% 38
2025
Q4 		$1.78M Sell
16,955
-15,665
-48% -$1.47M 0.68% 37
2025
Q3 		$2.74M Buy
32,620
+801
+3% +$66K 1.12% 28
2025
Q2 		$2.52M Sell
31,819
-995
-3% -$79.1K 1.09% 31
2025
Q1 		$2.95M Sell
32,814
-2,171
-6% -$203K 1.31% 30
2024
Q4 		$3.48M Buy
34,985
+4,823
+16% +$497K 1.5% 27
2024
Q3 		$3.43M Buy
30,162
+550
+2% +$65.3K 1.44% 25
2024
Q2 		$3.67M Buy
29,612
+4,941
+20% +$636K 1.69% 22
2024
Q1 		$3.26M Buy
24,671
+2,315
+10% +$285K 1.53% 25
2023
Q4 		$2.44M Buy
22,356
+18,730
+517% +$1.94M 1.23% 27
2023
Q3 		$373K Buy
3,626
+350
+11% +$37.7K 0.2% 54
2023
Q2 		$378K Hold
3,276
– – 0.19% 54
2023
Q1 		$349K Buy
+3,276
New +$354K 0.19% 54
2018
Q4 		– Sell
-10,715
Closed -$725K – 66
2018
Q3 		$725K Sell
10,715
-563
-5% -$35.9K 0.48% 46
2018
Q2 		$653K Sell
11,278
-10,802
-49% -$609K 0.47% 49
2018
Q1 		$1.15M Sell
22,080
-998
-4% -$53.9K 0.85% 38
2017
Q4 		$1.24M Sell
23,078
-2,438
-10% -$135K 0.86% 37
2017
Q3 		$1.56M Sell
25,516
-1,015
-4% -$61.5K 1.15% 34
2017
Q2 		$1.62M Sell
26,531
-301
-1% -$18.3K 1.2% 34
2017
Q1 		$1.63M Buy
26,832
+525
+2% +$31.9K 1.25% 33
2016
Q4 		$1.48M Buy
26,307
+998
+4% +$58.4K 1.2% 30
2016
Q3 		$1.51M Sell
25,309
-278
-1% -$16.3K 1.32% 27
2016
Q2 		$1.41M Buy
25,587
+198
+0.8% +$10.5K 1.17% 31
2016
Q1 		$1.28M Sell
25,389
-72
-0.3% -$3.53K 1.1% 35
2015
Q4 		$1.28M Buy
25,461
+3,962
+18% +$200K 1.13% 35
2015
Q3 		$1.01M Buy
+21,499
New +$1.14M 0.94% 36

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

Wills Financial Group's MRK Position: Q1 2026 in Review

Wills Financial Group reduced its Merck (MRK) stake by 2% in Q1 2026, selling an estimated $39.1K and leaving 16,616 shares worth $1.89M. The position accounts for 0.71% of the portfolio, ranked #38.

Wills Financial Group first reported a position in MRK in Q3 2015 and has held it in 26 quarters since. The position peaked at $3.67M in Q2 2024. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Wills Financial Group held 16,616 shares of Merck worth $1.89M as of Q1 2026.
  • Wills Financial Group sold 339 Merck shares in Q1 2026, an estimated $39.1K.
  • Merck made up 0.71% of Wills Financial Group's portfolio in Q1 2026, its #38 holding.
  • Wills Financial Group first reported a position in Merck in Q3 2015 and has held it in 26 quarters since.
  • Wills Financial Group's Merck position peaked at $3.67M in Q2 2024.
  • 3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Wills Financial Group's 13F filing for Q1 2026, filed 14 May 2026.