Bank of Montreal’s Merck MRK Stock Holding History

Bank of Montreal’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	–	Sell	-100	Closed	-$12K	–	3978
2026 Q1	$12K	Buy	+100	New	+$11.5K	﹤0.01%	3540
2025 Q3	–	Sell	-1,600	Closed	-$127K	–	3717
2025 Q2	$127K	Sell	1,600 -13,900	-90%	-$1.1M	﹤0.01%	2930
2025 Q1	$1.39M	Buy	+15,500	New	+$1.45M	﹤0.01%	1666
2023 Q1	–	Sell	-50,100	Closed	-$5.6M	–	4043
2022 Q4	$5.6M	Hold	50,100	–	–	﹤0.01%	1234
2022 Q3	$5.01M	Buy	+50,100	New	+$4.47M	﹤0.01%	1349
2022 Q2	–	Sell	-1,100	Closed	-$110K	–	4306
2022 Q1	$110K	Buy	+1,100	New	+$86.7K	﹤0.01%	3628
2021 Q4	–	Sell	-211,000	Closed	-$17.3M	–	3726
2021 Q3	$17.3M	Buy	+211,000	New	+$16M	0.01%	1017
2021 Q2	–	Sell	-104,800	Closed	-$7.55M	–	4463
2021 Q1	$7.55M	Buy	+104,800	New	+$7.73M	﹤0.01%	1148
2019 Q4	–	Sell	-41,920	Closed	-$3.37M	–	4947
2019 Q3	$3.37M	Sell	41,920 -2,620	-6%	-$210K	﹤0.01%	1371
2019 Q2	$3.56M	Buy	+44,540	New	+$3.41M	﹤0.01%	1372

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of Montreal's MRK Position: Q2 2026 in Review

Bank of Montreal increased its Merck (MRK) stake by 15% in Q2 2026, buying an estimated $86M and bringing the position to 5,565,728 shares worth $715M. The position accounts for 0.24% of the portfolio, ranked #88.

Bank of Montreal first reported a position in MRK in Q2 2013 and has held it in 53 quarters since. The position peaked at $867M in Q1 2024. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Bank of Montreal held 5,565,728 shares of Merck worth $715M as of Q2 2026.
Bank of Montreal bought 734,567 Merck shares in Q2 2026, an estimated $86M.
Merck made up 0.24% of Bank of Montreal's portfolio in Q2 2026, its #88 holding.
Bank of Montreal first reported a position in Merck in Q2 2013 and has held it in 53 quarters since.
Bank of Montreal's Merck position peaked at $867M in Q1 2024.
3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.