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Basepoint Wealth’s Merck MRK Stock Holding History

Basepoint Wealth’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 		$190K Sell
1,478
-4
-0.3% -$468 0.11% 106
2026
Q1 		$178K Sell
1,482
-228
-13% -$26.3K 0.1% 108
2025
Q4 		$180K Buy
+1,710
New +$161K 0.11% 103
2024
Q4 		– Sell
-1,838
Closed -$209K – 112
2024
Q3 		$209K Buy
1,838
+220
+14% +$26.1K 0.15% 104
2024
Q2 		$200K Buy
1,618
+14
+0.9% +$1.8K 0.16% 109
2024
Q1 		$212K Buy
+1,604
New +$198K 0.16% 109

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Basepoint Wealth's MRK Position: Q2 2026 in Review

Basepoint Wealth reduced its Merck (MRK) stake by 0.27% in Q2 2026, selling an estimated $468 and leaving 1,478 shares worth $190K. The position accounts for 0.11% of the portfolio, ranked #106.

Basepoint Wealth first reported a position in MRK in Q1 2024 and has held it in 6 quarters since. The position peaked at $212K in Q1 2024. 3,837 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Basepoint Wealth held 1,478 shares of Merck worth $190K as of Q2 2026.
  • Basepoint Wealth sold 4 Merck shares in Q2 2026, an estimated $468.
  • Merck made up 0.11% of Basepoint Wealth's portfolio in Q2 2026, its #106 holding.
  • Basepoint Wealth first reported a position in Merck in Q1 2024 and has held it in 6 quarters since.
  • Basepoint Wealth's Merck position peaked at $212K in Q1 2024.
  • 3,837 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.