Bartlett & Co Wealth Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.3M | Sell |
117,337
-7,448
| -6% | -$860K | 0.17% | 91 |
|
|
2025
Q4 | $13.2M | Sell |
124,785
-8,651
| -6% | -$812K | 0.17% | 90 |
|
|
2025
Q3 | $11.3M | Sell |
133,436
-6,292
| -5% | -$518K | 0.15% | 103 |
|
|
2025
Q2 | $11.2M | Sell |
139,728
-17,994
| -11% | -$1.43M | 0.16% | 99 |
|
|
2025
Q1 | $14.3M | Sell |
157,722
-27,601
| -15% | -$2.58M | 0.21% | 83 |
|
|
2024
Q4 | $18.6M | Sell |
185,323
-8,929
| -5% | -$921K | 0.27% | 73 |
|
|
2024
Q3 | $22.2M | Sell |
194,252
-12,924
| -6% | -$1.54M | 0.32% | 67 |
|
|
2024
Q2 | $25.8M | Sell |
207,176
-7,163
| -3% | -$923K | 0.39% | 58 |
|
|
2024
Q1 | $28.4M | Sell |
214,339
-662
| -0.3% | -$81.6K | 0.44% | 56 |
|
|
2023
Q4 | $23.5M | Buy |
215,001
+3,723
| +2% | +$386K | 0.38% | 59 |
|
|
2023
Q3 | $21.9M | Sell |
211,278
-9,720
| -4% | -$1.05M | 0.39% | 61 |
|
|
2023
Q2 | $25.7M | Buy |
220,998
+38,871
| +21% | +$4.41M | 0.44% | 60 |
|
|
2023
Q1 | $19.5M | Buy |
182,127
+7,624
| +4% | +$823K | 0.38% | 65 |
|
|
2022
Q4 | $19.5M | Sell |
174,503
-328
| -0.2% | -$33.5K | 0.39% | 66 |
|
|
2022
Q3 | $15.2M | Buy |
174,831
+659
| +0.4% | +$58.8K | 0.33% | 71 |
|
|
2022
Q2 | $16M | Sell |
174,172
-1,437
| -0.8% | -$127K | 0.32% | 72 |
|
|
2022
Q1 | $14.5M | Sell |
175,609
-2,333
| -1% | -$184K | 0.25% | 83 |
|
|
2021
Q4 | $13.8M | Buy |
177,942
+17,419
| +11% | +$1.39M | 0.23% | 84 |
|
|
2021
Q3 | $12.2M | Buy |
160,523
+6,697
| +4% | +$509K | 0.23% | 84 |
|
|
2021
Q2 | $12.1M | Sell |
153,826
-11,042
| -7% | -$821K | 0.23% | 84 |
|
|
2021
Q1 | $12.2M | Buy |
164,868
+398
| +0.2% | +$29.4K | 0.25% | 81 |
|
|
2020
Q4 | $12.9M | Sell |
164,470
-1,161
| -0.7% | -$88.8K | 0.28% | 75 |
|
|
2020
Q3 | $13.2M | Buy |
165,631
+347
| +0.2% | +$27.2K | 0.31% | 70 |
|
|
2020
Q2 | $12.3M | Sell |
165,284
-25
| -0% | -$1.88K | 0.32% | 73 |
|
|
2020
Q1 | $12.2M | Sell |
165,309
-3,615
| -2% | -$284K | 0.37% | 70 |
|
|
2019
Q4 | $14.8M | Sell |
168,924
-2,472
| -1% | -$203K | 0.36% | 75 |
|
|
2019
Q3 | $13.9M | Buy |
171,396
+70,710
| +70% | +$5.67M | 0.36% | 72 |
|
|
2019
Q2 | $8.11M | Buy |
100,686
+6,572
| +7% | +$503K | 0.3% | 71 |
|
|
2019
Q1 | $7.52M | Sell |
94,114
-1,046
| -1% | -$78.2K | 0.29% | 73 |
|
|
2018
Q4 | $6.99M | Sell |
95,160
-1,896
| -2% | -$134K | 0.3% | 73 |
|
|
2018
Q3 | $6.61M | Buy |
97,056
+588
| +0.6% | +$37.5K | 0.25% | 81 |
|
|
2018
Q2 | $5.63M | Buy |
96,468
+3,415
| +4% | +$193K | 0.23% | 80 |
|
|
2018
Q1 | $4.88M | Buy |
+93,053
| New | +$5.03M | 0.2% | 83 |
|
Other funds holding MRK
VCM
VPM
Bartlett & Co Wealth Management's MRK Position: Q1 2026 in Review
Bartlett & Co Wealth Management reduced its Merck (MRK) stake by 6% in Q1 2026, selling an estimated $860K and leaving 117,337 shares worth $13.3M. The position accounts for 0.17% of the portfolio, ranked #91.
Bartlett & Co Wealth Management first reported a position in MRK in Q1 2018 and has held it in 33 quarters since. The position peaked at $28.4M in Q1 2024. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.
- Bartlett & Co Wealth Management held 117,337 shares of Merck worth $13.3M as of Q1 2026.
- Bartlett & Co Wealth Management sold 7,448 Merck shares in Q1 2026, an estimated $860K.
- Merck made up 0.17% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #91 holding.
- Bartlett & Co Wealth Management first reported a position in Merck in Q1 2018 and has held it in 33 quarters since.
- Bartlett & Co Wealth Management's Merck position peaked at $28.4M in Q1 2024.
- 3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.