Barlow Wealth Partners
MRK icon

Barlow Wealth Partners’s Merck MRK Stock Holding History

Barlow Wealth Partners’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
Q3 		$1.08M Buy
7,590
+100
+1% +$13.8K 0.11% 57
2026
Q2 		$944K Hold
7,490
– – 0.1% 64
2026
Q1 		$892K Sell
7,490
-50
-0.7% -$5.77K 0.1% 62
2025
Q4 		$833K Sell
7,540
-85
-1% -$7.98K 0.09% 65
2025
Q3 		$668K Sell
7,625
-982
-11% -$80.9K 0.07% 72
2025
Q2 		$709K Hold
8,607
– – 0.08% 66
2025
Q1 		$712K Sell
8,607
-800
-9% -$74.7K 0.09% 67
2024
Q4 		$942K Sell
9,407
-2,509
-21% -$259K 0.12% 59
2024
Q3 		$1.29M Sell
11,916
-200
-2% -$23.8K 0.17% 58
2024
Q2 		$1.53M Buy
12,116
+21
+0.2% +$2.7K 0.21% 56
2024
Q1 		$1.52M Sell
12,095
-25
-0.2% -$3.08K 0.21% 60
2023
Q4 		$1.32M Buy
+12,120
New +$1.26M 0.19% 60

Other funds holding MRK

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Barlow Wealth Partners's MRK Position: Q3 2026 in Review

Barlow Wealth Partners increased its Merck (MRK) stake by 1.3% in Q3 2026, buying an estimated $13.8K and bringing the position to 7,590 shares worth $1.08M. The position accounts for 0.11% of the portfolio, ranked #57.

Barlow Wealth Partners first reported a position in MRK in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.53M in Q2 2024. 3,520 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Barlow Wealth Partners held 7,590 shares of Merck worth $1.08M as of Q3 2026.
  • Barlow Wealth Partners bought 100 Merck shares in Q3 2026, an estimated $13.8K.
  • Merck made up 0.11% of Barlow Wealth Partners's portfolio in Q3 2026, its #57 holding.
  • Barlow Wealth Partners first reported a position in Merck in Q4 2023 and has held it in 12 quarters since.
  • Barlow Wealth Partners's Merck position peaked at $1.53M in Q2 2024.
  • 3,520 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Barlow Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.