BAM Wealth Management
MRK icon

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
Q3 		$253K Sell
1,741
-453
-21% -$62.6K 0.14% 168
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

BAM Wealth Management's MRK Position: Q3 2026 in Review

BAM Wealth Management reduced its Merck (MRK) stake by 21% in Q3 2026, selling an estimated $62.6K and leaving 1,741 shares worth $253K. The position accounts for 0.14% of the portfolio, ranked #168.

BAM Wealth Management first reported a position in MRK in Q4 2025 and has held it in 4 quarters since. The position peaked at $282K in Q2 2026. 2,771 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • BAM Wealth Management held 1,741 shares of Merck worth $253K as of Q3 2026.
  • BAM Wealth Management sold 453 Merck shares in Q3 2026, an estimated $62.6K.
  • Merck made up 0.14% of BAM Wealth Management's portfolio in Q3 2026, its #168 holding.
  • BAM Wealth Management first reported a position in Merck in Q4 2025 and has held it in 4 quarters since.
  • BAM Wealth Management's Merck position peaked at $282K in Q2 2026.
  • 2,771 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.