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BCS Private Wealth Management’s Merck MRK Stock Holding History

BCS Private Wealth Management’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
Q1 		$810K Buy
6,687
+45
+0.7% +$5.2K 0.25% 79
2025
Q4 		$705K Buy
6,642
+1,675
+34% +$157K 0.24% 73
2025
Q3 		$417K Buy
4,967
+2,239
+82% +$184K 0.15% 107
2025
Q2 		$218K Buy
+2,728
New +$217K 0.08% 160

Other funds holding MRK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BCS Private Wealth Management's MRK Position: Q1 2026 in Review

BCS Private Wealth Management increased its Merck (MRK) stake by 0.68% in Q1 2026, buying an estimated $5.2K and bringing the position to 6,687 shares worth $810K. The position accounts for 0.25% of the portfolio, ranked #79.

BCS Private Wealth Management first reported a position in MRK in Q2 2025 and has held it in 4 quarters since. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • BCS Private Wealth Management held 6,687 shares of Merck worth $810K as of Q1 2026.
  • BCS Private Wealth Management bought 45 Merck shares in Q1 2026, an estimated $5.2K.
  • Merck made up 0.25% of BCS Private Wealth Management's portfolio in Q1 2026, its #79 holding.
  • BCS Private Wealth Management first reported a position in Merck in Q2 2025 and has held it in 4 quarters since.
  • 3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on BCS Private Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.