Agate Pass Investment Management’s Merck MRK Stock Holding History

Agate Pass Investment 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 Q2	$874K	Hold	6,800	–	–	0.32%	67
2026 Q1	$818K	Hold	6,800	–	–	0.32%	71
2025 Q4	$716K	Sell	6,800 -40	-0.6%	-$3.75K	0.27%	78
2025 Q3	$574K	Hold	6,840	–	–	0.22%	80
2025 Q2	$541K	Sell	6,840 -7,325	-52%	-$582K	0.22%	82
2025 Q1	$1.27M	Buy	14,165 +7,050	+99%	+$658K	0.54%	56
2024 Q4	$708K	Buy	+7,115	New	+$734K	0.32%	75

Other funds holding MRK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Agate Pass Investment Management's MRK Position: Q2 2026 in Review

Agate Pass Investment Management held its Merck (MRK) position steady in Q2 2026 at 6,800 shares worth $874K. The position accounts for 0.32% of the portfolio, ranked #67.

Agate Pass Investment Management first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.27M in Q1 2025. 1,153 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Agate Pass Investment Management held 6,800 shares of Merck worth $874K as of Q2 2026.
Agate Pass Investment Management left its Merck share count unchanged in Q2 2026.
Merck made up 0.32% of Agate Pass Investment Management's portfolio in Q2 2026, its #67 holding.
Agate Pass Investment Management first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
Agate Pass Investment Management's Merck position peaked at $1.27M in Q1 2025.
1,153 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Agate Pass Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.