AWM
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Axxcess Wealth Management’s Merck MRK Stock Holding History

Axxcess 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
Q2 		$8.07M Buy
+62,830
New +$7.35M 0.13% 157
2026
Q1 		– Sell
-66,373
Closed -$6.89M – 766
2025
Q4 		$6.89M Buy
66,373
+851
+1% +$79.9K 0.12% 168
2025
Q3 		$5.5M Sell
65,522
-2,367
-3% -$195K 0.12% 149
2025
Q2 		$5.37M Sell
67,889
-325
-0.5% -$25.8K 0.13% 142
2025
Q1 		$6.12M Sell
68,214
-6,377
-9% -$595K 0.16% 118
2024
Q4 		$7.42M Sell
74,591
-3,410
-4% -$352K 0.18% 100
2024
Q3 		$8.86M Sell
78,001
-7,087
-8% -$842K 0.22% 83
2024
Q2 		$10.5M Buy
85,088
+6,894
+9% +$888K 0.28% 69
2024
Q1 		$10.3M Buy
78,194
+1,650
+2% +$203K 0.28% 73
2023
Q4 		$8.34M Buy
76,544
+24,787
+48% +$2.57M 0.24% 85
2023
Q3 		$5.33M Buy
51,757
+22,546
+77% +$2.43M 0.18% 104
2023
Q2 		$3.37M Sell
29,211
-1,723
-6% -$196K 0.24% 86
2023
Q1 		$3.29M Buy
30,934
+4,421
+17% +$477K 0.25% 87
2022
Q4 		$2.94M Buy
26,513
+2,454
+10% +$251K 0.24% 91
2022
Q3 		$2.07M Buy
24,059
+4,836
+25% +$432K 0.2% 102
2022
Q2 		$1.75M Buy
19,223
+3,074
+19% +$273K 0.16% 126
2022
Q1 		$1.32M Buy
16,149
+4,240
+36% +$334K 0.1% 170
2021
Q4 		$913K Buy
+11,909
New +$949K 0.07% 230

Other funds holding MRK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Axxcess Wealth Management's MRK Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Merck (MRK) in Q2 2026: 62,830 shares worth $8.07M. The stake represents 0.13% of the portfolio and ranks #157 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in MRK as recently as Q4 2025.

Axxcess Wealth Management first reported a position in MRK in Q4 2021 and has held it in 18 quarters since. The position peaked at $10.5M in Q2 2024. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Axxcess Wealth Management held 62,830 shares of Merck worth $8.07M as of Q2 2026.
  • Merck was a new Axxcess Wealth Management position in Q2 2026.
  • Merck made up 0.13% of Axxcess Wealth Management's portfolio in Q2 2026, its #157 holding.
  • Axxcess Wealth Management first reported a position in Merck in Q4 2021 and has held it in 18 quarters since.
  • Axxcess Wealth Management's Merck position peaked at $10.5M in Q2 2024.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.