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BAM Wealth Management’s Merck MRK Stock Holding History

BAM 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 		$282K Buy
2,194
+228
+12% +$26.7K 0.18% 142
2026
Q1 		$236K Sell
1,966
-293
-13% -$33.8K 0.18% 136
2025
Q4 		$238K Buy
+2,259
New +$212K 0.17% 135

Other funds holding MRK

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

BAM Wealth Management's MRK Position: Q2 2026 in Review

BAM Wealth Management increased its Merck (MRK) stake by 12% in Q2 2026, buying an estimated $26.7K and bringing the position to 2,194 shares worth $282K. The position accounts for 0.18% of the portfolio, ranked #142.

BAM Wealth Management first reported a position in MRK in Q4 2025 and has held it in 3 quarters since. 2,371 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • BAM Wealth Management held 2,194 shares of Merck worth $282K as of Q2 2026.
  • BAM Wealth Management bought 228 Merck shares in Q2 2026, an estimated $26.7K.
  • Merck made up 0.18% of BAM Wealth Management's portfolio in Q2 2026, its #142 holding.
  • BAM Wealth Management first reported a position in Merck in Q4 2025 and has held it in 3 quarters since.
  • 2,371 funds tracked by Wall St. Rank held Merck as of Q2 2026.

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