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Bellwether Advisors’s Merck MRK Stock Holding History

Bellwether 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
2025
Q3 		– Sell
-1,058
Closed -$83.8K – 405
2025
Q2 		$83.8K Hold
1,058
– – 0.01% 186
2025
Q1 		$95K Hold
1,058
– – 0.02% 175
2024
Q4 		$105K Buy
+1,058
New +$109K 0.02% 175
2023
Q2 		– Sell
-190
Closed -$20.2K – 309
2023
Q1 		$20.2K Sell
190
-63
-25% -$6.8K 0.01% 243
2022
Q4 		$28.1K Buy
253
+63
+33% +$6.44K 0.01% 223
2022
Q3 		$16K Buy
190
+115
+153% +$10.3K 0.01% 232
2022
Q2 		$6K Sell
75
-345
-82% -$30.6K ﹤0.01% 269
2022
Q1 		$34K Hold
420
– – 0.01% 215
2021
Q4 		$32K Hold
420
– – 0.01% 235
2021
Q3 		$31K Buy
420
+345
+460% +$26.2K 0.01% 226
2021
Q2 		$5K Sell
75
-30
-29% -$2.23K ﹤0.01% 323
2021
Q1 		$7K Hold
105
– – ﹤0.01% 278
2020
Q4 		$8K Buy
+105
New +$8.03K ﹤0.01% 248

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bellwether Advisors's MRK Position: Q3 2025 in Review

Bellwether Advisors sold out of Merck (MRK) in Q3 2025, closing a stake of 1,058 shares — an estimated $83.8K sold.

Bellwether Advisors first reported a position in MRK in Q4 2020 and held it in 13 quarters. The position peaked at $105K in Q4 2024. 3,309 funds tracked by Wall St. Rank hold MRK as of Q3 2025.

  • Bellwether Advisors reported no remaining Merck position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 1,058 Merck shares in Q3 2025, an estimated $83.8K.
  • Bellwether Advisors first reported a position in Merck in Q4 2020 and held it in 13 quarters.
  • Bellwether Advisors's Merck position peaked at $105K in Q4 2024.
  • 3,309 funds tracked by Wall St. Rank held Merck as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.