Yoder Wealth Management’s Merck MRK Stock Holding History

Yoder 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	$239K	Buy	1,990 +58	+3%	+$6.7K	0.11%	110
2025 Q4	$203K	Buy	+1,932	New	+$181K	0.09%	117

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Yoder Wealth Management's MRK Position: Q1 2026 in Review

Yoder Wealth Management increased its Merck (MRK) stake by 3% in Q1 2026, buying an estimated $6.7K and bringing the position to 1,990 shares worth $239K. The position accounts for 0.11% of the portfolio, ranked #110.

Yoder Wealth Management first reported a position in MRK in Q4 2025 and has held it in 2 quarters since. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Yoder Wealth Management held 1,990 shares of Merck worth $239K as of Q1 2026.
Yoder Wealth Management bought 58 Merck shares in Q1 2026, an estimated $6.7K.
Merck made up 0.11% of Yoder Wealth Management's portfolio in Q1 2026, its #110 holding.
Yoder Wealth Management first reported a position in Merck in Q4 2025 and has held it in 2 quarters since.
3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Yoder Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.