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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
Q3 		$527K Buy
3,653
+17
+0.5% +$2.35K 0.26% 75
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

Ballew Advisors's MRK Position: Q3 2026 in Review

Ballew Advisors increased its Merck (MRK) stake by 0.47% in Q3 2026, buying an estimated $2.35K and bringing the position to 3,653 shares worth $527K. The position accounts for 0.26% of the portfolio, ranked #75.

Ballew Advisors first reported a position in MRK in Q1 2018 and has held it in 22 quarters since. 203 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Ballew Advisors held 3,653 shares of Merck worth $527K as of Q3 2026.
  • Ballew Advisors bought 17 Merck shares in Q3 2026, an estimated $2.35K.
  • Merck made up 0.26% of Ballew Advisors's portfolio in Q3 2026, its #75 holding.
  • Ballew Advisors first reported a position in Merck in Q1 2018 and has held it in 22 quarters since.
  • 203 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Ballew Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.