BCS Wealth Management
MRK icon

BCS Wealth Management’s Merck MRK Stock Holding History

BCS 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
Q3 		$2.31M Buy
15,913
+26
+0.2% +$3.59K 0.41% 56
2026
Q2 		$2.04M Sell
15,887
-78
-0.5% -$9.13K 0.37% 62
2026
Q1 		$1.92M Sell
15,965
-15,991
-50% -$1.85M 0.39% 56
2025
Q4 		$3.36M Buy
31,956
+16,212
+103% +$1.52M 0.34% 65
2025
Q3 		$1.32M Sell
15,744
-516
-3% -$42.5K 0.3% 69
2025
Q2 		$1.29M Buy
16,260
+346
+2% +$27.5K 0.28% 72
2025
Q1 		$1.43M Buy
15,914
+85
+0.5% +$7.94K 0.37% 63
2024
Q4 		$1.58M Buy
15,829
+15
+0.1% +$1.55K 0.39% 61
2024
Q3 		$1.8M Buy
15,814
+405
+3% +$48.1K 0.76% 36
2024
Q2 		$1.91M Buy
15,409
+607
+4% +$78.2K 0.93% 32
2024
Q1 		$1.95M Buy
14,802
+349
+2% +$43K 0.63% 41
2023
Q4 		$1.58M Buy
14,453
+30
+0.2% +$3.11K 0.58% 47
2023
Q3 		$1.48M Buy
14,423
+675
+5% +$72.8K 0.62% 42
2023
Q2 		$1.59M Buy
13,748
+2,362
+21% +$268K 1.16% 24
2023
Q1 		$1.21M Sell
11,386
-2,543
-18% -$275K 0.55% 47
2022
Q4 		$1.54M Buy
13,929
+82
+0.6% +$8.38K 0.65% 40
2022
Q3 		$1.19M Sell
13,847
-302
-2% -$27K 0.56% 49
2022
Q2 		$1.29M Buy
14,149
+477
+3% +$42.3K 0.57% 44
2022
Q1 		$1.12M Buy
13,672
+137
+1% +$10.8K 0.46% 51
2021
Q4 		$1.04M Buy
13,535
+399
+3% +$31.8K 0.37% 61
2021
Q3 		$987K Buy
13,136
+337
+3% +$25.6K 0.42% 55
2021
Q2 		$995K Sell
12,799
-522
-4% -$38.8K 0.53% 43
2021
Q1 		$980K Buy
13,321
+119
+0.9% +$8.78K 0.47% 47
2020
Q4 		$1.03M Buy
13,202
+58
+0.4% +$4.44K 0.53% 42
2020
Q3 		$1.04M Sell
13,144
-2,231
-15% -$175K 0.59% 38
2020
Q2 		$1.13M Sell
15,375
-263
-2% -$19.8K 0.68% 30
2020
Q1 		$1.15M Buy
15,638
+12,342
+374% +$970K 0.8% 26
2019
Q4 		$286K Buy
+3,296
New +$271K 0.19% 83

Other funds holding MRK

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

BCS Wealth Management's MRK Position: Q3 2026 in Review

BCS Wealth Management increased its Merck (MRK) stake by 0.16% in Q3 2026, buying an estimated $3.59K and bringing the position to 15,913 shares worth $2.31M. The position accounts for 0.41% of the portfolio, ranked #56.

BCS Wealth Management first reported a position in MRK in Q4 2019 and has held it in 28 quarters since. The position peaked at $3.36M in Q4 2025. 3,520 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • BCS Wealth Management held 15,913 shares of Merck worth $2.31M as of Q3 2026.
  • BCS Wealth Management bought 26 Merck shares in Q3 2026, an estimated $3.59K.
  • Merck made up 0.41% of BCS Wealth Management's portfolio in Q3 2026, its #56 holding.
  • BCS Wealth Management first reported a position in Merck in Q4 2019 and has held it in 28 quarters since.
  • BCS Wealth Management's Merck position peaked at $3.36M in Q4 2025.
  • 3,520 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on BCS Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.