BAMCO Inc
MRK icon

BAMCO Inc’s Merck MRK Stock Holding History

BAMCO Inc’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 		$2.83M Sell
22,000
-3,000
-12% -$351K ﹤0.01% 273
2026
Q1 		$3.01M Buy
+25,000
New +$2.89M 0.01% 268
2024
Q4 		– Sell
-52,400
Closed -$5.95M – 333
2024
Q3 		$5.95M Sell
52,400
-37,600
-42% -$4.47M 0.02% 256
2024
Q2 		$11.1M Hold
90,000
– – 0.03% 235
2024
Q1 		$11.9M Buy
90,000
+2,600
+3% +$320K 0.03% 234
2023
Q4 		$9.53M Hold
87,400
– – 0.03% 236
2023
Q3 		$9M Hold
87,400
– – 0.03% 238
2023
Q2 		$10.1M Buy
87,400
+12,100
+16% +$1.37M 0.03% 233
2023
Q1 		$8.01M Buy
75,300
+5,000
+7% +$540K 0.02% 239
2022
Q4 		$7.8M Buy
70,300
+15,800
+29% +$1.62M 0.03% 241
2022
Q3 		$4.69M Buy
54,500
+7,200
+15% +$643K 0.02% 274
2022
Q2 		$4.31M Buy
47,300
+18,000
+61% +$1.6M 0.01% 293
2022
Q1 		$2.4M Buy
+29,300
New +$2.31M 0.01% 333
2020
Q1 		– Sell
-11,254
Closed -$977K – 350
2019
Q4 		$977K Buy
11,254
+3,486
+45% +$286K ﹤0.01% 293
2019
Q3 		$624K Buy
7,768
+3,780
+95% +$303K ﹤0.01% 299
2019
Q2 		$319K Buy
+3,988
New +$305K ﹤0.01% 316

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 $3.37T AUM 44.26% 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

BAMCO Inc's MRK Position: Q2 2026 in Review

BAMCO Inc reduced its Merck (MRK) stake by 12% in Q2 2026, selling an estimated $351K and leaving 22,000 shares worth $2.83M. The position accounts for ﹤0.01% of the portfolio, ranked #273.

BAMCO Inc first reported a position in MRK in Q2 2019 and has held it in 16 quarters since. The position peaked at $11.9M in Q1 2024. 3,829 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • BAMCO Inc held 22,000 shares of Merck worth $2.83M as of Q2 2026.
  • BAMCO Inc sold 3,000 Merck shares in Q2 2026, an estimated $351K.
  • Merck made up ﹤0.01% of BAMCO Inc's portfolio in Q2 2026, its #273 holding.
  • BAMCO Inc first reported a position in Merck in Q2 2019 and has held it in 16 quarters since.
  • BAMCO Inc's Merck position peaked at $11.9M in Q1 2024.
  • 3,829 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on BAMCO Inc's 13F filing for Q2 2026, filed 14 Aug 2026.