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Bayforest Capital’s Merck MRK Stock Holding History

Bayforest Capital’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 		$169K Buy
+1,319
New +$154K 0.16% 225
2025
Q3 		– Sell
-2
Closed -$158 – 852
2025
Q2 		$158 Sell
2
-3,074
-100% -$244K ﹤0.01% 711
2025
Q1 		$276K Buy
3,076
+2,647
+617% +$247K 0.12% 319
2024
Q4 		$42.7K Buy
+429
New +$44.2K 0.05% 493

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

Bayforest Capital's MRK Position: Q2 2026 in Review

Bayforest Capital opened a new position in Merck (MRK) in Q2 2026: 1,319 shares worth $169K. The stake represents 0.16% of the portfolio and ranks #225 among its holdings. This is a return to the name: Bayforest Capital previously reported a position in MRK as recently as Q2 2025.

Bayforest Capital first reported a position in MRK in Q4 2024 and has held it in 4 quarters since. The position peaked at $276K in Q1 2025. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Bayforest Capital held 1,319 shares of Merck worth $169K as of Q2 2026.
  • Merck was a new Bayforest Capital position in Q2 2026.
  • Merck made up 0.16% of Bayforest Capital's portfolio in Q2 2026, its #225 holding.
  • Bayforest Capital first reported a position in Merck in Q4 2024 and has held it in 4 quarters since.
  • Bayforest Capital's Merck position peaked at $276K in Q1 2025.
  • 3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.