BCWM LLC’s Merck MRK Stock Holding History

BCWM LLC’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	–	Sell	-51,138	Closed	-$6.15M	–	58
2026 Q1	$6.15M	Sell	51,138 -10,031	-16%	-$1.16M	1.74%	30
2025 Q4	$6.44M	Buy	61,169 +607	+1%	+$57K	1.93%	22
2025 Q3	$5.08M	Buy	60,562 +1,195	+2%	+$98.4K	1.52%	29
2025 Q2	$4.7M	Buy	+59,367	New	+$4.72M	1.49%	34

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

BCWM LLC's MRK Position: Q2 2026 in Review

BCWM LLC sold out of Merck (MRK) in Q2 2026, closing a stake of 51,138 shares — an estimated $6.15M sold.

BCWM LLC first reported a position in MRK in Q2 2025 and held it in 4 quarters. The position peaked at $6.44M in Q4 2025. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

BCWM LLC reported no remaining Merck position as of Q2 2026 after selling out during the quarter.
BCWM LLC sold 51,138 Merck shares in Q2 2026, an estimated $6.15M.
BCWM LLC first reported a position in Merck in Q2 2025 and held it in 4 quarters.
BCWM LLC's Merck position peaked at $6.44M in Q4 2025.
3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on BCWM LLC's 13F filing for Q2 2026, filed 14 Aug 2026.