Bell & Brown Wealth Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.23M | Buy |
43,512
+11
| +0% | +$1.27K | 1.7% | 23 |
|
|
2025
Q4 | $4.58M | Sell |
43,501
-154
| -0.4% | -$14.5K | 1.47% | 28 |
|
|
2025
Q3 | $3.66M | Buy |
43,655
+116
| +0.3% | +$9.55K | 1.2% | 33 |
|
|
2025
Q2 | $3.45M | Sell |
43,539
-129
| -0.3% | -$10.3K | 1.23% | 33 |
|
|
2025
Q1 | $3.92M | Buy |
43,668
+507
| +1% | +$47.3K | 1.53% | 29 |
|
|
2024
Q4 | $4.29M | Buy |
43,161
+944
| +2% | +$97.3K | 1.6% | 26 |
|
|
2024
Q3 | $4.79M | Buy |
42,217
+1,440
| +4% | +$171K | 1.87% | 22 |
|
|
2024
Q2 | $5.05M | Buy |
40,777
+1,323
| +3% | +$170K | 1.94% | 19 |
|
|
2024
Q1 | $5.21M | Sell |
39,454
-1,450
| -4% | -$179K | 2.23% | 18 |
|
|
2023
Q4 | $4.46M | Buy |
+40,904
| New | +$4.25M | 2.07% | 17 |
|
|
2023
Q2 | $4.64M | Buy |
40,180
+695
| +2% | +$78.9K | 2.32% | 15 |
|
|
2023
Q1 | $4.2M | Sell |
39,485
-2,414
| -6% | -$261K | 2.24% | 16 |
|
|
2022
Q4 | $4.65M | Buy |
41,899
+762
| +2% | +$77.9K | 2.56% | 9 |
|
|
2022
Q3 | $3.54M | Sell |
41,137
-2,163
| -5% | -$193K | 2.19% | 17 |
|
|
2022
Q2 | $3.95M | Buy |
43,300
+355
| +0.8% | +$31.5K | 2.11% | 15 |
|
|
2022
Q1 | $3.52M | Buy |
42,945
+155
| +0.4% | +$12.2K | 1.6% | 27 |
|
|
2021
Q4 | $3.28M | Buy |
42,790
+4,861
| +13% | +$387K | 1.58% | 27 |
|
|
2021
Q3 | $2.85M | Buy |
+37,929
| New | +$2.88M | 1.54% | 25 |
|
|
2020
Q3 | $2.4M | Buy |
31,966
+714
| +2% | +$55.9K | 1.73% | 21 |
|
|
2020
Q2 | $2.43M | Buy |
31,252
+561
| +2% | +$42.2K | 1.9% | 21 |
|
|
2020
Q1 | $2.26M | Sell |
30,691
-98
| -0.3% | -$7.7K | 2.1% | 19 |
|
|
2019
Q4 | $2.69M | Sell |
30,789
-1,199
| -4% | -$98.5K | 2% | 17 |
|
|
2019
Q3 | $2.56M | Buy |
31,988
+202
| +0.6% | +$16.2K | 2.1% | 14 |
|
|
2019
Q2 | $2.54M | Buy |
31,786
+601
| +2% | +$46K | 2.24% | 11 |
|
|
2019
Q1 | $2.48M | Sell |
31,185
-330
| -1% | -$24.7K | 2.26% | 11 |
|
|
2018
Q4 | $2.3M | Sell |
31,515
-234
| -0.7% | -$16.5K | 2.46% | 8 |
|
|
2018
Q3 | $2.23M | Sell |
31,749
-483
| -1% | -$30.8K | 2.07% | 11 |
|
|
2018
Q2 | $1.87M | Buy |
32,232
+1,402
| +5% | +$79.1K | 1.84% | 16 |
|
|
2018
Q1 | $1.72M | Buy |
30,830
+1,206
| +4% | +$65.1K | 1.81% | 14 |
|
|
2017
Q4 | $1.59M | Buy |
+29,624
| New | +$1.64M | 1.65% | 22 |
|
Other funds holding MRK
VCM
VPM
Bell & Brown Wealth Advisors's MRK Position: Q1 2026 in Review
Bell & Brown Wealth Advisors increased its Merck (MRK) stake by 0.03% in Q1 2026, buying an estimated $1.27K and bringing the position to 43,512 shares worth $5.23M. The position accounts for 1.7% of the portfolio, ranked #23.
Bell & Brown Wealth Advisors first reported a position in MRK in Q4 2017 and has held it in 30 quarters since. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.
- Bell & Brown Wealth Advisors held 43,512 shares of Merck worth $5.23M as of Q1 2026.
- Bell & Brown Wealth Advisors bought 11 Merck shares in Q1 2026, an estimated $1.27K.
- Merck made up 1.7% of Bell & Brown Wealth Advisors's portfolio in Q1 2026, its #23 holding.
- Bell & Brown Wealth Advisors first reported a position in Merck in Q4 2017 and has held it in 30 quarters since.
- 3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.
Based on Bell & Brown Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.