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Baldwin Wealth Partners’s Merck MRK Stock Holding History

Baldwin Wealth Partners’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 		$2.01M Sell
15,669
-1,485
-9% -$174K 0.13% 84
2026
Q1 		$2.06M Sell
17,154
-25,395
-60% -$2.93M 0.15% 79
2025
Q4 		$4.48M Sell
42,549
-5,624
-12% -$528K 0.29% 56
2025
Q3 		$4.04M Sell
48,173
-149,889
-76% -$12.3M 0.26% 62
2025
Q2 		$15.7M Sell
198,062
-2,488
-1% -$198K 1.06% 27
2025
Q1 		$18M Buy
200,550
+3,794
+2% +$354K 1.26% 23
2024
Q4 		$19.6M Buy
196,756
+7,636
+4% +$787K 1.35% 21
2024
Q3 		$21.5M Buy
189,120
+6,189
+3% +$735K 1.46% 18
2024
Q2 		$22.6M Sell
182,931
-7,719
-4% -$994K 1.76% 15
2024
Q1 		$25.2M Sell
190,650
-1,921
-1% -$237K 1.89% 14
2023
Q4 		$21M Buy
192,571
+6,307
+3% +$655K 1.65% 17
2023
Q3 		$19.2M Sell
186,264
-3,863
-2% -$416K 1.65% 16
2023
Q2 		$21.9M Sell
190,127
-48
-0% -$5.45K 1.8% 12
2023
Q1 		$20.2M Sell
190,175
-2,655
-1% -$287K 1.76% 11
2022
Q4 		$21.4M Buy
192,830
+16,726
+9% +$1.71M 1.94% 10
2022
Q3 		$15.2M Sell
176,104
-2,795
-2% -$250K 2.1% 15
2022
Q2 		$16.3M Sell
178,899
-8,954
-5% -$794K 2.11% 12
2022
Q1 		$15.4M Buy
187,853
+2,814
+2% +$222K 1.63% 18
2021
Q4 		$14.2M Buy
185,039
+999
+0.5% +$79.6K 1.42% 23
2021
Q3 		$13.8M Buy
184,040
+708
+0.4% +$53.8K 1.53% 21
2021
Q2 		$14.3M Sell
183,332
-8,850
-5% -$658K 1.56% 22
2021
Q1 		$14.1M Buy
192,182
+4,810
+3% +$355K 1.68% 20
2020
Q4 		$14.6M Sell
187,372
-1,254
-0.7% -$95.9K 1.84% 16
2020
Q3 		$14.9M Sell
188,626
-3,223
-2% -$252K 2.04% 14
2020
Q2 		$14.2M Sell
191,849
-1,131
-0.6% -$85.1K 2.08% 14
2020
Q1 		$14.2M Buy
192,980
+3,429
+2% +$269K 2.48% 11
2019
Q4 		$16.4M Sell
189,551
-181
-0.1% -$14.9K 2.3% 8
2019
Q3 		$15.2M Sell
189,732
-139
-0.1% -$11.1K 2.29% 9
2019
Q2 		$15.2M Sell
189,871
-3,092
-2% -$237K 2.24% 12
2019
Q1 		$15.3M Sell
192,963
-16,502
-8% -$1.23M 2.28% 11
2018
Q4 		$15.3M Sell
209,465
-1,447
-0.7% -$102K 2.56% 7
2018
Q3 		$14.3M Sell
210,912
-30,958
-13% -$1.97M 2% 12
2018
Q2 		$14M Sell
241,870
-956
-0.4% -$53.9K 2.18% 12
2018
Q1 		$12.6M Buy
242,826
+12,280
+5% +$663K 2.04% 11
2017
Q4 		$12.4M Sell
230,546
-6,213
-3% -$344K 1.93% 15
2017
Q3 		$14.5M Buy
236,759
+121
+0.1% +$7.34K 2.33% 11
2017
Q2 		$14.5M Sell
236,638
-5,267
-2% -$321K 2.33% 9
2017
Q1 		$14.7M Buy
241,905
+28,380
+13% +$1.72M 2.42% 9
2016
Q4 		$12M Buy
213,525
+1,916
+0.9% +$112K 2.17% 14
2016
Q3 		$12.6M Buy
211,609
+1,407
+0.7% +$82.3K 2.29% 12
2016
Q2 		$11.6M Buy
210,202
+11,031
+6% +$587K 2.38% 13
2016
Q1 		$10.1M Buy
199,171
+30,339
+18% +$1.49M 1.8% 16
2015
Q4 		$8.51M Sell
168,832
-11,519
-6% -$581K 1.39% 23
2015
Q3 		$8.5M Buy
180,351
+602
+0.3% +$32K 1.43% 23
2015
Q2 		$9.76M Buy
179,749
+1,813
+1% +$102K 1.45% 22
2015
Q1 		$9.76M Buy
177,936
+32,641
+22% +$1.85M 1.44% 24
2014
Q4 		$7.87M Sell
145,295
-1,929
-1% -$107K 1.14% 31
2014
Q3 		$8.33M Buy
147,224
+18,173
+14% +$1.02M 1.18% 30
2014
Q2 		$7.12M Buy
129,051
+2,479
+2% +$135K 1.06% 33
2014
Q1 		$6.86M Buy
126,572
+11,512
+10% +$596K 1.1% 31
2013
Q4 		$5.5M Buy
115,060
+13,844
+14% +$633K 0.88% 38
2013
Q3 		$4.6M Buy
101,216
+6,147
+6% +$281K 0.84% 40
2013
Q2 		$4.21M Buy
+95,069
New +$4.25M 0.83% 40

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
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Baldwin Wealth Partners's MRK Position: Q2 2026 in Review

Baldwin Wealth Partners reduced its Merck (MRK) stake by 8.7% in Q2 2026, selling an estimated $174K and leaving 15,669 shares worth $2.01M. The position accounts for 0.13% of the portfolio, ranked #84.

Baldwin Wealth Partners first reported a position in MRK in Q2 2013 and has held it in 53 quarters since. The position peaked at $25.2M in Q1 2024. 1,789 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Baldwin Wealth Partners held 15,669 shares of Merck worth $2.01M as of Q2 2026.
  • Baldwin Wealth Partners sold 1,485 Merck shares in Q2 2026, an estimated $174K.
  • Merck made up 0.13% of Baldwin Wealth Partners's portfolio in Q2 2026, its #84 holding.
  • Baldwin Wealth Partners first reported a position in Merck in Q2 2013 and has held it in 53 quarters since.
  • Baldwin Wealth Partners's Merck position peaked at $25.2M in Q1 2024.
  • 1,789 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.