BankPlus Trust Department’s Merck MRK Stock Holding History

BankPlus Trust Department’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	$1.32M	Sell	10,294 -1,008	-9%	-$118K	0.31%	78
2026 Q1	$1.36M	Buy	11,302 +445	+4%	+$51.4K	0.36%	66
2025 Q4	$1.14M	Hold	10,857	–	–	0.3%	73
2025 Q3	$911K	Buy	10,857 +4,826	+80%	+$397K	0.24%	84
2025 Q2	$477K	Sell	6,031 -191	-3%	-$15.2K	0.14%	111
2025 Q1	$558K	Buy	6,222 +185	+3%	+$17.3K	0.19%	95
2024 Q4	$601K	Buy	+6,037	New	+$622K	0.2%	94

Other funds holding MRK

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BankPlus Trust Department's MRK Position: Q2 2026 in Review

BankPlus Trust Department reduced its Merck (MRK) stake by 8.9% in Q2 2026, selling an estimated $118K and leaving 10,294 shares worth $1.32M. The position accounts for 0.31% of the portfolio, ranked #78.

BankPlus Trust Department first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.36M in Q1 2026. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

BankPlus Trust Department held 10,294 shares of Merck worth $1.32M as of Q2 2026.
BankPlus Trust Department sold 1,008 Merck shares in Q2 2026, an estimated $118K.
Merck made up 0.31% of BankPlus Trust Department's portfolio in Q2 2026, its #78 holding.
BankPlus Trust Department first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
BankPlus Trust Department's Merck position peaked at $1.36M in Q1 2026.
1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.