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B&D White Capital Company’s Merck MRK Stock Holding History

B&D White Capital Company’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
2025
Q3 		– Sell
-13,200
Closed -$1.04M – 92
2025
Q2 		$1.04M Buy
+13,200
New +$1.05M 0.16% 56
2025
Q1 		– Sell
-9,175
Closed -$913K – 67
2024
Q4 		$913K Sell
9,175
-115,900
-93% -$11.9M 0.15% 44
2024
Q3 		$14.2M Buy
+125,075
New +$14.9M 2.45% 8
2022
Q2 		– Sell
-4,100
Closed -$336K – 64
2022
Q1 		$336K Buy
+4,100
New +$323K 0.11% 50
2021
Q4 		– Sell
-5,396
Closed -$405K – 65
2021
Q3 		$405K Sell
5,396
-798,944
-99% -$60.8M 0.16% 62
2021
Q2 		$62.6M Buy
804,340
+685,759
+578% +$51M 27.82% 1
2021
Q1 		$8.22M Buy
118,581
+60,904
+106% +$4.49M 4.37% 3
2020
Q4 		$4.53M Buy
+57,677
New +$4.41M 2.58% 7

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

B&D White Capital Company's MRK Position: Q3 2025 in Review

B&D White Capital Company sold out of Merck (MRK) in Q3 2025, closing a stake of 13,200 shares — an estimated $1.04M sold.

B&D White Capital Company first reported a position in MRK in Q4 2020 and held it in 8 quarters. The position peaked at $62.6M in Q2 2021. 3,310 funds tracked by Wall St. Rank hold MRK as of Q3 2025.

  • B&D White Capital Company reported no remaining Merck position as of Q3 2025 after selling out during the quarter.
  • B&D White Capital Company sold 13,200 Merck shares in Q3 2025, an estimated $1.04M.
  • B&D White Capital Company first reported a position in Merck in Q4 2020 and held it in 8 quarters.
  • B&D White Capital Company's Merck position peaked at $62.6M in Q2 2021.
  • 3,310 funds tracked by Wall St. Rank held Merck as of Q3 2025.

Based on B&D White Capital Company's 13F filing for Q3 2025, filed 23 Oct 2025.