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Bellevue Asset Management’s Merck MRK Stock Holding History

Bellevue Asset Management’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 		$86.7K Buy
720
+3
+0.4% +$346 0.04% 119
2025
Q4 		$75.5K Buy
717
+4
+0.6% +$375 0.02% 125
2025
Q3 		$59.9K Buy
713
+4
+0.6% +$329 0.03% 138
2025
Q2 		$56.2K Buy
709
+34
+5% +$2.7K 0.03% 148
2025
Q1 		$60.6K Buy
675
+3
+0.4% +$280 0.03% 139
2024
Q4 		$66.9K Buy
672
+45
+7% +$4.64K 0.03% 127
2024
Q3 		$71.3K Buy
627
+2
+0.3% +$238 0.04% 127
2024
Q2 		$77.4K Buy
625
+1
+0.2% +$129 0.04% 114
2024
Q1 		$82.3K Buy
624
+3
+0.5% +$370 0.05% 110
2023
Q4 		$67.7K Buy
621
+2
+0.3% +$208 0.06% 119
2023
Q3 		$63.7K Buy
619
+3
+0.5% +$323 0.04% 114
2023
Q2 		$71.2K Buy
616
+2
+0.3% +$227 0.04% 115
2023
Q1 		$65.4K Sell
614
-999
-62% -$108K 0.04% 120
2022
Q4 		$178K Sell
1,613
-189
-10% -$19.3K 0.14% 60
2022
Q3 		$156K Buy
1,802
+2
+0.1% +$179 0.12% 70
2022
Q2 		$166K Buy
1,800
+3
+0.2% +$266 0.12% 72
2022
Q1 		$149K Buy
1,797
+2
+0.1% +$158 0.09% 87
2021
Q4 		$138K Buy
1,795
+3
+0.2% +$239 0.08% 94
2021
Q3 		$136K Buy
1,792
+2
+0.1% +$152 0.08% 96
2021
Q2 		$139K Sell
1,790
-418
-19% -$31.1K 0.08% 96
2021
Q1 		$163K Hold
2,208
– – 0.1% 89
2020
Q4 		$170K Buy
2,208
+2
+0.1% +$153 0.1% 79
2020
Q3 		$175K Hold
2,206
– – 0.12% 76
2020
Q2 		$163K Sell
2,206
-3,537
-62% -$266K 0.17% 78
2020
Q1 		$459K Sell
5,743
-1,355
-19% -$106K 0.48% 42
2019
Q4 		$616K Buy
+7,098
New +$583K 0.48% 37

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

Bellevue Asset Management's MRK Position: Q1 2026 in Review

Bellevue Asset Management increased its Merck (MRK) stake by 0.42% in Q1 2026, buying an estimated $346 and bringing the position to 720 shares worth $86.7K. The position accounts for 0.04% of the portfolio, ranked #119.

Bellevue Asset Management first reported a position in MRK in Q4 2019 and has held it in 26 quarters since. The position peaked at $616K in Q4 2019. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Bellevue Asset Management held 720 shares of Merck worth $86.7K as of Q1 2026.
  • Bellevue Asset Management bought 3 Merck shares in Q1 2026, an estimated $346.
  • Merck made up 0.04% of Bellevue Asset Management's portfolio in Q1 2026, its #119 holding.
  • Bellevue Asset Management first reported a position in Merck in Q4 2019 and has held it in 26 quarters since.
  • Bellevue Asset Management's Merck position peaked at $616K in Q4 2019.
  • 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Bellevue Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.