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Bell Investment Advisors’s Merck MRK Stock Holding History

Bell Investment Advisors’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 		$440K Buy
3,657
+1,236
+51% +$143K 0.07% 85
2025
Q4 		$255K Sell
2,421
-439
-15% -$41.2K 0.04% 110
2025
Q3 		$240K Sell
2,860
-102
-3% -$8.4K 0.04% 111
2025
Q2 		$234K Buy
2,962
+255
+9% +$20.3K 0.04% 108
2025
Q1 		$243K Buy
2,707
+84
+3% +$7.84K 0.04% 100
2024
Q4 		$261K Sell
2,623
-146
-5% -$15.1K 0.05% 95
2024
Q3 		$314K Sell
2,769
-45
-2% -$5.35K 0.06% 84
2024
Q2 		$348K Buy
2,814
+147
+6% +$18.9K 0.07% 79
2024
Q1 		$352K Sell
2,667
-9
-0.3% -$1.11K 0.07% 78
2023
Q4 		$292K Sell
2,676
-5
-0.2% -$519 0.06% 83
2023
Q3 		$276K Buy
2,681
+516
+24% +$55.6K 0.06% 79
2023
Q2 		$250K Buy
2,165
+125
+6% +$14.2K 0.06% 76
2023
Q1 		$217K Buy
2,040
+42
+2% +$4.54K 0.05% 80
2022
Q4 		$222K Buy
1,998
+305
+18% +$31.2K 0.06% 77
2022
Q3 		$146K Buy
1,693
+42
+3% +$3.75K 0.05% 71
2022
Q2 		$151K Buy
+1,651
New +$146K 0.05% 74
2021
Q4 		$115K Sell
1,500
-19
-1% -$1.51K 0.03% 96
2021
Q3 		$114K Buy
+1,519
New +$116K 0.03% 92

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

Bell Investment Advisors's MRK Position: Q1 2026 in Review

Bell Investment Advisors increased its Merck (MRK) stake by 51% in Q1 2026, buying an estimated $143K and bringing the position to 3,657 shares worth $440K. The position accounts for 0.07% of the portfolio, ranked #85.

Bell Investment Advisors first reported a position in MRK in Q3 2021 and has held it in 18 quarters since. 3,781 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Bell Investment Advisors held 3,657 shares of Merck worth $440K as of Q1 2026.
  • Bell Investment Advisors bought 1,236 Merck shares in Q1 2026, an estimated $143K.
  • Merck made up 0.07% of Bell Investment Advisors's portfolio in Q1 2026, its #85 holding.
  • Bell Investment Advisors first reported a position in Merck in Q3 2021 and has held it in 18 quarters since.
  • 3,781 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.