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Ball & Co Wealth Management’s Merck MRK Stock Holding History

Ball & Co 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 		$4K Hold
31
– – ﹤0.01% 59
2026
Q1 		$3K Hold
31
– – ﹤0.01% 66
2025
Q4 		$3K Hold
31
– – ﹤0.01% 65
2025
Q3 		$2K Buy
31
+1
+3% +$82 ﹤0.01% 75
2025
Q2 		$2K Hold
30
– – ﹤0.01% 60
2025
Q1 		$2K Hold
30
– – ﹤0.01% 55
2024
Q4 		$3K Buy
+30
New +$3.09K ﹤0.01% 59

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ball & Co Wealth Management's MRK Position: Q2 2026 in Review

Ball & Co Wealth Management held its Merck (MRK) position steady in Q2 2026 at 31 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #59.

Ball & Co Wealth Management first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Ball & Co Wealth Management held 31 shares of Merck worth $4K as of Q2 2026.
  • Ball & Co Wealth Management left its Merck share count unchanged in Q2 2026.
  • Merck made up ﹤0.01% of Ball & Co Wealth Management's portfolio in Q2 2026, its #59 holding.
  • Ball & Co Wealth Management first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Ball & Co Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.