Belmont Capital’s Merck MRK Stock Holding History

Belmont Capital’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 Q2	$149K	Hold	1,877	–	–	0.02%	132
2025 Q1	$168K	Buy	+1,877	New	+$175K	0.03%	125
2024 Q4	–	Sell	-1,877	Closed	-$213K	–	148
2024 Q3	$213K	Sell	1,877 -7,316	-80%	-$869K	0.04%	114
2024 Q2	$1.14M	Buy	9,193 +1,877	+26%	+$242K	0.21%	41
2024 Q1	$965K	Buy	7,316 +3,000	+70%	+$370K	0.26%	40
2023 Q4	$471K	Buy	4,316 +4,253	+6,751%	+$441K	0.2%	49
2023 Q3	$6.47K	Buy	63 +1	+2%	+$108	﹤0.01%	149
2023 Q2	$7.2K	Buy	+62	New	+$7.04K	﹤0.01%	152
2023 Q1	–	Sell	-6,532	Closed	-$725K	–	136
2022 Q4	$725K	Hold	6,532	–	–	0.78%	16
2022 Q3	$563K	Hold	6,532	–	–	0.66%	13
2022 Q2	$596K	Hold	6,532	–	–	0.72%	12
2022 Q1	$536K	Sell	6,532 -2,204	-25%	-$174K	0.54%	11
2021 Q4	$670K	Hold	8,736	–	–	0.53%	13
2021 Q3	$656K	Hold	8,736	–	–	0.53%	12
2021 Q2	$679K	Sell	8,736 -419	-5%	-$31.2K	0.7%	9
2021 Q1	$673K	Sell	9,155 -2,237	-20%	-$165K	0.84%	7
2020 Q4	$889K	Sell	11,392 -1,153	-9%	-$88.2K	0.4%	9
2020 Q3	$993K	Hold	12,545	–	–	0.38%	7
2020 Q2	$926K	Hold	12,545	–	–	0.53%	7
2020 Q1	$921K	Sell	12,545 -1,123	-8%	-$88.3K	0.8%	7
2019 Q4	$1.19M	Buy	+13,668	New	+$1.12M	0.97%	7

Other funds holding MRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Belmont Capital's MRK Position: Q2 2025 in Review

Belmont Capital held its Merck (MRK) position steady in Q2 2025 at 1,877 shares worth $149K. The position accounts for 0.02% of the portfolio, ranked #132.

Belmont Capital first reported a position in MRK in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.19M in Q4 2019. 3,328 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

Belmont Capital held 1,877 shares of Merck worth $149K as of Q2 2025.
Belmont Capital left its Merck share count unchanged in Q2 2025.
Merck made up 0.02% of Belmont Capital's portfolio in Q2 2025, its #132 holding.
Belmont Capital first reported a position in Merck in Q4 2019 and has held it in 21 quarters since.
Belmont Capital's Merck position peaked at $1.19M in Q4 2019.
3,328 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on Belmont Capital's 13F filing for Q2 2025, filed 12 Aug 2025.