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Aspen Capital Management’s Merck MRK Stock Holding History

Aspen Capital 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 		$303K Hold
2,357
– – 0.07% 67
2026
Q1 		$284K Hold
2,357
– – 0.07% 60
2025
Q4 		$248K Sell
2,357
-54
-2% -$5.07K 0.06% 66
2025
Q3 		$202K Buy
+2,411
New +$199K 0.05% 79
2025
Q2 		– Sell
-3,519
Closed -$316K – 75
2025
Q1 		$316K Buy
+3,519
New +$329K 0.1% 45

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Aspen Capital Management's MRK Position: Q2 2026 in Review

Aspen Capital Management held its Merck (MRK) position steady in Q2 2026 at 2,357 shares worth $303K. The position accounts for 0.07% of the portfolio, ranked #67.

Aspen Capital Management first reported a position in MRK in Q1 2025 and has held it in 5 quarters since. The position peaked at $316K in Q1 2025. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Aspen Capital Management held 2,357 shares of Merck worth $303K as of Q2 2026.
  • Aspen Capital Management left its Merck share count unchanged in Q2 2026.
  • Merck made up 0.07% of Aspen Capital Management's portfolio in Q2 2026, its #67 holding.
  • Aspen Capital Management first reported a position in Merck in Q1 2025 and has held it in 5 quarters since.
  • Aspen Capital Management's Merck position peaked at $316K in Q1 2025.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Aspen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.