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Wood Tarver Financial Group’s Merck MRK Stock Holding History

Wood Tarver 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 		$251K Hold
2,092
– – 0.07% 134
2025
Q4 		$220K Buy
+2,092
New +$196K 0.06% 144
2025
Q3 		– Sell
-2,059
Closed -$162K – 448
2025
Q2 		$162K Sell
2,059
-9
-0.4% -$715 0.05% 158
2025
Q1 		$186K Hold
2,068
– – 0.06% 136
2024
Q4 		$205K Buy
+2,068
New +$213K 0.07% 127

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

Wood Tarver Financial Group's MRK Position: Q1 2026 in Review

Wood Tarver Financial Group held its Merck (MRK) position steady in Q1 2026 at 2,092 shares worth $251K. The position accounts for 0.07% of the portfolio, ranked #134.

Wood Tarver Financial Group first reported a position in MRK in Q4 2024 and has held it in 5 quarters since. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Wood Tarver Financial Group held 2,092 shares of Merck worth $251K as of Q1 2026.
  • Wood Tarver Financial Group left its Merck share count unchanged in Q1 2026.
  • Merck made up 0.07% of Wood Tarver Financial Group's portfolio in Q1 2026, its #134 holding.
  • Wood Tarver Financial Group first reported a position in Merck in Q4 2024 and has held it in 5 quarters since.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Wood Tarver Financial Group's 13F filing for Q1 2026, filed 12 May 2026.