Belpointe Asset Management’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.89M Buy
30,259
+3,591
+13% +$420K 0.13% 146
2026
Q1
$3.21M Buy
26,668
+12,661
+90% +$1.46M 0.12% 165
2025
Q4
$1.47M Sell
14,007
-980
-7% -$92K 0.05% 301
2025
Q3
$1.26M Buy
14,987
+1,557
+12% +$128K 0.05% 337
2025
Q2
$1.06M Sell
13,430
-806
-6% -$64.1K 0.04% 341
2025
Q1
$1.28M Buy
14,236
+1,476
+12% +$138K 0.07% 278
2024
Q4
$1.51M Buy
12,760
+158
+1% +$16.3K 0.09% 222
2024
Q3
$1.43M Sell
12,602
-2,498
-17% -$297K 0.09% 231
2024
Q2
$1.87M Buy
15,100
+1,137
+8% +$146K 0.13% 150
2024
Q1
$1.84M Buy
13,963
+462
+3% +$56.9K 0.14% 140
2023
Q4
$1.47M Sell
13,501
-1,829
-12% -$190K 0.13% 158
2023
Q3
$1.58M Sell
15,330
-906
-6% -$97.7K 0.16% 127
2023
Q2
$1.87M Sell
16,236
-29,359
-64% -$3.33M 0.2% 102
2023
Q1
$4.85M Sell
45,595
-5,983
-12% -$646K 0.26% 62
2022
Q4
$5.72M Buy
51,578
+10,847
+27% +$1.11M 0.35% 48
2022
Q3
$3.51M Buy
40,731
+3,923
+11% +$350K 0.24% 78
2022
Q2
$3.36M Sell
36,808
-7,382
-17% -$654K 0.23% 91
2022
Q1
$3.62M Buy
44,190
+9,534
+28% +$752K 0.22% 84
2021
Q4
$2.66M Buy
34,656
+121
+0.4% +$9.64K 0.17% 124
2021
Q3
$2.59M Buy
34,535
+2,224
+7% +$169K 0.18% 120
2021
Q2
$2.51M Buy
32,311
+1,312
+4% +$97.6K 0.18% 120
2021
Q1
$2.28M Sell
30,999
-754
-2% -$55.6K 0.2% 108
2020
Q4
$2.48M Buy
31,753
+9,710
+44% +$743K 0.22% 101
2020
Q3
$1.75M Sell
22,043
-1
-0% -$78 0.19% 111
2020
Q2
$1.63M Sell
22,044
-6,635
-23% -$499K 0.21% 98
2020
Q1
$2.1M Sell
28,679
-902
-3% -$70.9K 0.37% 60
2019
Q4
$2.57M Buy
29,581
+7,242
+32% +$595K 0.33% 78
2019
Q3
$1.79M Buy
22,339
+2,082
+10% +$167K 0.29% 80
2019
Q2
$1.62M Buy
20,257
+2,999
+17% +$230K 0.32% 68
2019
Q1
$1.37M Buy
17,258
+5,789
+50% +$433K 0.27% 60
2018
Q4
$836K Sell
11,469
-3,758
-25% -$265K 0.21% 101
2018
Q3
$1.03M Buy
15,227
+6,756
+80% +$430K 0.16% 117
2018
Q2
$491K Sell
8,471
-78
-0.9% -$4.4K 0.14% 170
2018
Q1
$444K Buy
8,549
+1,496
+21% +$80.8K 0.13% 185
2017
Q4
$379K Sell
7,053
-1,292
-15% -$71.6K 0.08% 289
2017
Q3
$510K Buy
+8,345
New +$506K 0.12% 185

Other funds holding MRK

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

Belpointe Asset Management increased its Merck (MRK) stake by 13% in Q2 2026, buying an estimated $420K and bringing the position to 30,259 shares worth $3.89M. The position accounts for 0.13% of the portfolio, ranked #146.

Belpointe Asset Management first reported a position in MRK in Q3 2017 and has held it in 36 quarters since. The position peaked at $5.72M in Q4 2022. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Belpointe Asset Management held 30,259 shares of Merck worth $3.89M as of Q2 2026.
  • Belpointe Asset Management bought 3,591 Merck shares in Q2 2026, an estimated $420K.
  • Merck made up 0.13% of Belpointe Asset Management's portfolio in Q2 2026, its #146 holding.
  • Belpointe Asset Management first reported a position in Merck in Q3 2017 and has held it in 36 quarters since.
  • Belpointe Asset Management's Merck position peaked at $5.72M in Q4 2022.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.