Bedell Frazier Investment Counselling’s Merck MRK Stock Holding History

Bedell Frazier Investment Counselling’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	$496K	Sell	4,120 -299	-7%	-$34.5K	0.1%	88
2025 Q4	$465K	Sell	4,419 -593	-12%	-$55.7K	0.09%	94
2025 Q3	$421K	Sell	5,012 -34,557	-87%	-$2.85M	0.09%	94
2025 Q2	$3.13M	Buy	+39,569	New	+$3.15M	0.79%	40
2025 Q1	–	Sell	-3,001	Closed	-$299K	–	110
2024 Q4	$299K	Sell	3,001 -240	-7%	-$24.7K	0.07%	94
2024 Q3	$368K	Sell	3,241 -97	-3%	-$11.5K	0.09%	86
2024 Q2	$413K	Hold	3,338	–	–	0.1%	81
2024 Q1	$440K	Hold	3,338	–	–	0.11%	81
2023 Q4	$364K	Sell	3,338 -22	-0.7%	-$2.28K	0.1%	74
2023 Q3	$346K	Hold	3,360	–	–	0.1%	77
2023 Q2	$388K	Buy	3,360 +700	+26%	+$79.5K	0.11%	75
2023 Q1	$283K	Buy	2,660 +5	+0.2%	+$540	0.08%	81
2022 Q4	$295K	Hold	2,655	–	–	0.08%	91
2022 Q3	$229K	Buy	+2,655	New	+$237K	0.06%	91

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bedell Frazier Investment Counselling's MRK Position: Q1 2026 in Review

Bedell Frazier Investment Counselling reduced its Merck (MRK) stake by 6.8% in Q1 2026, selling an estimated $34.5K and leaving 4,120 shares worth $496K. The position accounts for 0.1% of the portfolio, ranked #88.

Bedell Frazier Investment Counselling first reported a position in MRK in Q3 2022 and has held it in 14 quarters since. The position peaked at $3.13M in Q2 2025. 3,790 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Bedell Frazier Investment Counselling held 4,120 shares of Merck worth $496K as of Q1 2026.
Bedell Frazier Investment Counselling sold 299 Merck shares in Q1 2026, an estimated $34.5K.
Merck made up 0.1% of Bedell Frazier Investment Counselling's portfolio in Q1 2026, its #88 holding.
Bedell Frazier Investment Counselling first reported a position in Merck in Q3 2022 and has held it in 14 quarters since.
Bedell Frazier Investment Counselling's Merck position peaked at $3.13M in Q2 2025.
3,790 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Bedell Frazier Investment Counselling's 13F filing for Q1 2026, filed 15 May 2026.