Baker Tilly Wealth Management
MRK icon

Baker Tilly Wealth Management’s Merck MRK Stock Holding History

Baker Tilly 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
Q3 		$636K Buy
4,377
+310
+8% +$42.8K 0.12% 140
2026
Q2 		$523K Buy
4,067
+44
+1% +$5.15K 0.11% 166
2026
Q1 		$484K Sell
4,023
-753
-16% -$86.9K 0.12% 162
2025
Q4 		$503K Sell
4,776
-7,378
-61% -$693K 0.12% 154
2025
Q3 		$1.02M Buy
12,154
+11
+0.1% +$906 0.23% 84
2025
Q2 		$961K Sell
12,143
-2,025
-14% -$161K 0.34% 63
2025
Q1 		$1.27M Buy
14,168
+2,799
+25% +$261K 0.5% 39
2024
Q4 		$1.13M Sell
11,369
-1,615
-12% -$166K 0.44% 44
2024
Q3 		$1.47M Sell
12,984
-1,086
-8% -$129K 0.65% 24
2024
Q2 		$1.74M Sell
14,070
-11,767
-46% -$1.52M 0.71% 25
2024
Q1 		$3.41M Sell
25,837
-1,999
-7% -$246K 0.62% 28
2023
Q4 		$3.03M Sell
27,836
-1,841
-6% -$191K 0.5% 35
2023
Q3 		$3.06M Sell
29,677
-20,794
-41% -$2.24M 0.5% 39
2023
Q2 		$5.82M Sell
50,471
-2,996
-6% -$340K 0.61% 35
2023
Q1 		$5.69M Buy
53,467
+2,383
+5% +$257K 0.64% 34
2022
Q4 		$5.67M Buy
51,084
+4,101
+9% +$419K 0.7% 26
2022
Q3 		$4.05M Buy
46,983
+1,982
+4% +$177K 0.55% 36
2022
Q2 		$4.1M Buy
45,001
+2,916
+7% +$259K 0.54% 42
2022
Q1 		$3.45M Buy
42,085
+16,389
+64% +$1.29M 0.38% 60
2021
Q4 		$1.97M Buy
25,696
+487
+2% +$38.8K 0.21% 94
2021
Q3 		$1.89M Buy
25,209
+2,166
+9% +$165K 0.25% 77
2021
Q2 		$1.79M Buy
23,043
+710
+3% +$52.8K 0.29% 77
2021
Q1 		$1.64M Buy
22,333
+8,167
+58% +$602K 0.34% 72
2020
Q4 		$1.11M Buy
+14,166
New +$1.08M 0.34% 73

Other funds holding MRK

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Baker Tilly Wealth Management's MRK Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its Merck (MRK) stake by 7.6% in Q3 2026, buying an estimated $42.8K and bringing the position to 4,377 shares worth $636K. The position accounts for 0.12% of the portfolio, ranked #140.

Baker Tilly Wealth Management first reported a position in MRK in Q4 2020 and has held it in 24 quarters since. The position peaked at $5.82M in Q2 2023. 3,520 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Baker Tilly Wealth Management held 4,377 shares of Merck worth $636K as of Q3 2026.
  • Baker Tilly Wealth Management bought 310 Merck shares in Q3 2026, an estimated $42.8K.
  • Merck made up 0.12% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #140 holding.
  • Baker Tilly Wealth Management first reported a position in Merck in Q4 2020 and has held it in 24 quarters since.
  • Baker Tilly Wealth Management's Merck position peaked at $5.82M in Q2 2023.
  • 3,520 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.