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 Q2	$868K	Buy	6,712 +25	+0.4%	+$2.93K	0.26%	67
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BCS Private Wealth Management's MRK Position: Q2 2026 in Review

BCS Private Wealth Management increased its Merck (MRK) stake by 0.37% in Q2 2026, buying an estimated $2.93K and bringing the position to 6,712 shares worth $868K. The position accounts for 0.26% of the portfolio, ranked #67.

BCS Private Wealth Management first reported a position in MRK in Q2 2025 and has held it in 5 quarters since. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

BCS Private Wealth Management held 6,712 shares of Merck worth $868K as of Q2 2026.
BCS Private Wealth Management bought 25 Merck shares in Q2 2026, an estimated $2.93K.
Merck made up 0.26% of BCS Private Wealth Management's portfolio in Q2 2026, its #67 holding.
BCS Private Wealth Management first reported a position in Merck in Q2 2025 and has held it in 5 quarters since.
3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on BCS Private Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.