Bard Associates’s Merck MRK Stock Holding History

Bard Associates’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	$60.3K	Hold	466	–	–	0.01%	176
2026 Q1	$56.4K	Buy	466 +451	+3,007%	+$52.1K	0.01%	169
2025 Q4	$1.59K	Buy	+15	New	+$1.41K	﹤0.01%	229

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

Bard Associates's MRK Position: Q2 2026 in Review

Bard Associates held its Merck (MRK) position steady in Q2 2026 at 466 shares worth $60.3K. The position accounts for 0.01% of the portfolio, ranked #176.

Bard Associates first reported a position in MRK in Q4 2025 and has held it in 3 quarters since. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Bard Associates held 466 shares of Merck worth $60.3K as of Q2 2026.
Bard Associates left its Merck share count unchanged in Q2 2026.
Merck made up 0.01% of Bard Associates's portfolio in Q2 2026, its #176 holding.
Bard Associates first reported a position in Merck in Q4 2025 and has held it in 3 quarters since.
3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Bard Associates's 13F filing for Q2 2026, filed 12 Aug 2026.