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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
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 		$1.57M 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 		$1.49M 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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

BCS Wealth Management reduced its Merck (MRK) stake by 0.49% in Q2 2026, selling an estimated $9.13K and leaving 15,887 shares worth $2.04M. The position accounts for 0.37% of the portfolio, ranked #62.

BCS Wealth Management first reported a position in MRK in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.36M in Q4 2025. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • BCS Wealth Management held 15,887 shares of Merck worth $2.04M as of Q2 2026.
  • BCS Wealth Management sold 78 Merck shares in Q2 2026, an estimated $9.13K.
  • Merck made up 0.37% of BCS Wealth Management's portfolio in Q2 2026, its #62 holding.
  • BCS Wealth Management first reported a position in Merck in Q4 2019 and has held it in 27 quarters since.
  • BCS Wealth Management's Merck position peaked at $3.36M in Q4 2025.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.