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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
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
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

BCWM LLC's MRK Position: Q1 2026 in Review

BCWM LLC reduced its Merck (MRK) stake by 16% in Q1 2026, selling an estimated $1.16M and leaving 51,138 shares worth $6.15M. The position accounts for 1.74% of the portfolio, ranked #30.

BCWM LLC first reported a position in MRK in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.44M in Q4 2025. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • BCWM LLC held 51,138 shares of Merck worth $6.15M as of Q1 2026.
  • BCWM LLC sold 10,031 Merck shares in Q1 2026, an estimated $1.16M.
  • Merck made up 1.74% of BCWM LLC's portfolio in Q1 2026, its #30 holding.
  • BCWM LLC first reported a position in Merck in Q2 2025 and has held it in 4 quarters since.
  • BCWM LLC's Merck position peaked at $6.44M in Q4 2025.
  • 3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on BCWM LLC's 13F filing for Q1 2026, filed 14 May 2026.