BFS
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Bard Financial Services’s Merck MRK Stock Holding History

Bard Financial Services’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
2025
Q3 		$8.55M Buy
101,913
+250
+0.2% +$20.6K 0.94% 29
2025
Q2 		$8.05M Sell
101,663
-2,200
-2% -$175K 0.96% 28
2025
Q1 		$9.32M Sell
103,863
-290
-0.3% -$27.1K 1.14% 21
2024
Q4 		$10.4M Sell
104,153
-1,550
-1% -$160K 1.24% 20
2024
Q3 		$12M Sell
105,703
-375
-0.4% -$44.6K 1.42% 16
2024
Q2 		$13.1M Hold
106,078
– – 1.36% 14
2024
Q1 		$14M Sell
106,078
-450
-0.4% -$55.5K 1.49% 11
2023
Q4 		$11.6M Sell
106,528
-950
-0.9% -$98.6K 1.3% 15
2023
Q3 		$11.1M Buy
107,478
+1,155
+1% +$124K 1.37% 16
2023
Q2 		$12.3M Sell
106,323
-775
-0.7% -$88K 0.93% 20
2023
Q1 		$11.4M Sell
107,098
-750
-0.7% -$81K 0.91% 26
2022
Q4 		$12M Sell
107,848
-395
-0.4% -$40.4K 1.02% 26
2022
Q3 		$9.32M Buy
108,243
+1,375
+1% +$123K 0.87% 29
2022
Q2 		$9.74M Buy
106,868
+392
+0.4% +$34.8K 0.89% 26
2022
Q1 		$8.74M Buy
106,476
+2,843
+3% +$224K 0.71% 35
2021
Q4 		$7.94M Sell
103,633
-109
-0.1% -$8.68K 0.64% 45
2021
Q3 		$7.79M Buy
103,742
+692
+0.7% +$52.6K 0.69% 41
2021
Q2 		$8.01M Sell
103,050
-1,392
-1% -$104K 0.71% 38
2021
Q1 		$7.68M Buy
104,442
+3,868
+4% +$285K 0.75% 37
2020
Q4 		$7.85M Buy
+100,574
New +$7.69M 0.79% 35

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bard Financial Services's MRK Position: Q3 2025 in Review

Bard Financial Services increased its Merck (MRK) stake by 0.25% in Q3 2025, buying an estimated $20.6K and bringing the position to 101,913 shares worth $8.55M. The position accounts for 0.94% of the portfolio, ranked #29.

Bard Financial Services first reported a position in MRK in Q4 2020 and has held it in 20 quarters since. The position peaked at $14M in Q1 2024. 3,316 funds tracked by Wall St. Rank hold MRK as of Q3 2025.

  • Bard Financial Services held 101,913 shares of Merck worth $8.55M as of Q3 2025.
  • Bard Financial Services bought 250 Merck shares in Q3 2025, an estimated $20.6K.
  • Merck made up 0.94% of Bard Financial Services's portfolio in Q3 2025, its #29 holding.
  • Bard Financial Services first reported a position in Merck in Q4 2020 and has held it in 20 quarters since.
  • Bard Financial Services's Merck position peaked at $14M in Q1 2024.
  • 3,316 funds tracked by Wall St. Rank held Merck as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.