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 Q2	$93K	Buy	723 +3	+0.4%	+$351	0.04%	123
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bellevue Asset Management's MRK Position: Q2 2026 in Review

Bellevue Asset Management increased its Merck (MRK) stake by 0.42% in Q2 2026, buying an estimated $351 and bringing the position to 723 shares worth $93K. The position accounts for 0.04% of the portfolio, ranked #123.

Bellevue Asset Management first reported a position in MRK in Q4 2019 and has held it in 27 quarters since. The position peaked at $616K in Q4 2019. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Bellevue Asset Management held 723 shares of Merck worth $93K as of Q2 2026.
Bellevue Asset Management bought 3 Merck shares in Q2 2026, an estimated $351.
Merck made up 0.04% of Bellevue Asset Management's portfolio in Q2 2026, its #123 holding.
Bellevue Asset Management first reported a position in Merck in Q4 2019 and has held it in 27 quarters since.
Bellevue Asset Management's Merck position peaked at $616K in Q4 2019.
3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.