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Ballew Advisors’s Merck MRK Stock Holding History

Ballew Advisors’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 		$471K Hold
3,636
– – 0.24% 78
2026
Q1 		$446K Buy
3,636
+18
+0.5% +$2.08K 0.25% 78
2025
Q4 		$392K Sell
3,618
-410
-10% -$38.5K 0.22% 80
2025
Q3 		$341K Buy
4,028
+1,055
+35% +$86.9K 0.19% 89
2025
Q2 		$241K Hold
2,973
– – 0.14% 103
2025
Q1 		$235K Sell
2,973
-262
-8% -$24.5K 0.16% 100
2024
Q4 		$327K Buy
3,235
+82
+3% +$8.45K 0.21% 81
2024
Q3 		$348K Buy
3,153
+103
+3% +$12.2K 0.23% 77
2024
Q2 		$391K Buy
3,050
+15
+0.5% +$1.93K 0.26% 76
2024
Q1 		$385K Buy
3,035
+14
+0.5% +$1.73K 0.27% 77
2023
Q4 		$358K Sell
3,021
-110
-4% -$11.4K 0.27% 76
2023
Q3 		$320K Hold
3,131
– – 0.26% 79
2023
Q2 		$340K Buy
3,131
+15
+0.5% +$1.7K 0.25% 79
2023
Q1 		$350K Buy
3,116
+116
+4% +$12.5K 0.26% 80
2022
Q4 		$335K Buy
3,000
+20
+0.7% +$2.04K 0.26% 74
2022
Q3 		$270K Buy
2,980
+18
+0.6% +$1.61K 0.24% 78
2022
Q2 		$278K Buy
2,962
+17
+0.6% +$1.51K 0.25% 73
2022
Q1 		$254K Buy
+2,945
New +$232K 0.19% 90
2018
Q4 		– Sell
-979
Closed -$66K – 321
2018
Q3 		$66K Sell
979
-104
-10% -$6.63K 0.06% 143
2018
Q2 		$63K Buy
1,083
+168
+18% +$9.48K 0.07% 141
2018
Q1 		$48K Buy
+915
New +$49.4K 0.04% 164

Other funds holding MRK

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ballew Advisors's MRK Position: Q2 2026 in Review

Ballew Advisors held its Merck (MRK) position steady in Q2 2026 at 3,636 shares worth $471K. The position accounts for 0.24% of the portfolio, ranked #78.

Ballew Advisors first reported a position in MRK in Q1 2018 and has held it in 21 quarters since. 2,083 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Ballew Advisors held 3,636 shares of Merck worth $471K as of Q2 2026.
  • Ballew Advisors left its Merck share count unchanged in Q2 2026.
  • Merck made up 0.24% of Ballew Advisors's portfolio in Q2 2026, its #78 holding.
  • Ballew Advisors first reported a position in Merck in Q1 2018 and has held it in 21 quarters since.
  • 2,083 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Ballew Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.