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Badgley Phelps Wealth Managers’s Merck MRK Stock Holding History

Badgley Phelps Wealth Managers’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 		$15.9M Buy
131,499
+11,837
+10% +$1.37M 0.32% 84
2025
Q4 		$12.7M Sell
119,662
-5,790
-5% -$544K 0.23% 101
2025
Q3 		$10.6M Sell
125,452
-8,074
-6% -$665K 0.22% 101
2025
Q2 		$10.7M Buy
133,526
+2,951
+2% +$235K 0.24% 104
2025
Q1 		$11.8M Buy
130,575
+37,160
+40% +$3.47M 0.29% 91
2024
Q4 		$9.38M Sell
93,415
-96,020
-51% -$9.9M 0.22% 102
2024
Q3 		$21.7M Buy
189,435
+2,314
+1% +$275K 0.5% 57
2024
Q2 		$23.3M Buy
187,121
+3,784
+2% +$487K 0.58% 52
2024
Q1 		$24.3M Buy
183,337
+174,754
+2,036% +$21.5M 0.61% 50
2023
Q4 		$942K Sell
8,583
-14
-0.2% -$1.45K 0.03% 162
2023
Q3 		$885K Sell
8,597
-88
-1% -$9.48K 0.03% 151
2023
Q2 		$1M Buy
8,685
+377
+5% +$42.8K 0.03% 150
2023
Q1 		$884K Buy
8,308
+923
+12% +$99.7K 0.03% 133
2022
Q4 		$819K Buy
7,385
+1,364
+23% +$139K 0.03% 135
2022
Q3 		$519K Buy
6,021
+284
+5% +$25.4K 0.02% 138
2022
Q2 		$523K Sell
5,737
-176
-3% -$15.6K 0.02% 143
2022
Q1 		$485K Buy
5,913
+170
+3% +$13.4K 0.02% 158
2021
Q4 		$440K Sell
5,743
-585
-9% -$46.6K 0.01% 165
2021
Q3 		$475K Buy
+6,328
New +$481K 0.02% 157

Other funds holding MRK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Badgley Phelps Wealth Managers's MRK Position: Q1 2026 in Review

Badgley Phelps Wealth Managers increased its Merck (MRK) stake by 9.9% in Q1 2026, buying an estimated $1.37M and bringing the position to 131,499 shares worth $15.9M. The position accounts for 0.32% of the portfolio, ranked #84.

Badgley Phelps Wealth Managers first reported a position in MRK in Q3 2021 and has held it in 19 quarters since. The position peaked at $24.3M in Q1 2024. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Badgley Phelps Wealth Managers held 131,499 shares of Merck worth $15.9M as of Q1 2026.
  • Badgley Phelps Wealth Managers bought 11,837 Merck shares in Q1 2026, an estimated $1.37M.
  • Merck made up 0.32% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #84 holding.
  • Badgley Phelps Wealth Managers first reported a position in Merck in Q3 2021 and has held it in 19 quarters since.
  • Badgley Phelps Wealth Managers's Merck position peaked at $24.3M in Q1 2024.
  • 3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.