BEI
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Benjamin Edwards Inc’s Merck MRK Stock Holding History

Benjamin Edwards Inc’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 		$19.8M Sell
164,675
-307,869
-65% -$35.5M 0.2% 133
2025
Q4 		$49.7M Sell
472,544
-21,391
-4% -$2.01M 0.55% 40
2025
Q3 		$41.5M Buy
493,935
+19,680
+4% +$1.62M 0.47% 60
2025
Q2 		$37.5M Buy
474,255
+29,628
+7% +$2.36M 0.48% 63
2025
Q1 		$39.9M Buy
444,627
+53,177
+14% +$4.96M 0.56% 54
2024
Q4 		$38.9M Buy
391,450
+9,701
+3% +$1M 0.56% 47
2024
Q3 		$43.4M Buy
381,749
+353,692
+1,261% +$42M 0.63% 39
2024
Q2 		$3.47M Buy
28,057
+264
+0.9% +$34K 0.67% 30
2024
Q1 		$3.67M Sell
27,793
-2,359
-8% -$291K 0.73% 29
2023
Q4 		$3.29M Sell
30,152
-86
-0.3% -$8.93K 0.72% 37
2023
Q3 		$3.11M Sell
30,238
-2,349
-7% -$253K 0.74% 38
2023
Q2 		$3.76M Sell
32,587
-4,148
-11% -$471K 0.87% 25
2023
Q1 		$3.91M Sell
36,735
-3,266
-8% -$353K 0.95% 19
2022
Q4 		$4.44M Buy
40,001
+4,163
+12% +$426K 1.17% 13
2022
Q3 		$3.09M Buy
35,838
+1,381
+4% +$123K 0.93% 28
2022
Q2 		$3.14M Buy
34,457
+4,560
+15% +$404K 0.92% 25
2022
Q1 		$2.45M Buy
29,897
+6,127
+26% +$483K 0.71% 35
2021
Q4 		$1.82M Buy
23,770
+9,221
+63% +$734K 0.59% 43
2021
Q3 		$1.09M Buy
14,549
+6,244
+75% +$475K 0.66% 45
2021
Q2 		$646K Sell
8,305
-1,329
-14% -$98.9K 0.44% 90
2021
Q1 		$709K Buy
9,634
+477
+5% +$35.2K 0.54% 75
2020
Q4 		$715K Buy
9,157
+297
+3% +$22.7K 0.55% 72
2020
Q3 		$701K Buy
8,860
+500
+6% +$39.2K 0.58% 61
2020
Q2 		$617K Sell
8,360
-371
-4% -$27.9K 0.51% 67
2020
Q1 		$641K Buy
8,731
+6,649
+319% +$523K 0.67% 47
2019
Q4 		$181K Buy
2,082
+88
+4% +$7.23K 0.37% 58
2019
Q3 		$160K Buy
1,994
+292
+17% +$23.4K 0.35% 59
2019
Q2 		$136K Buy
1,702
+291
+21% +$22.3K 0.33% 64
2019
Q1 		$112K Buy
+1,411
New +$106K 0.54% 45

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

Benjamin Edwards Inc's MRK Position: Q1 2026 in Review

Benjamin Edwards Inc reduced its Merck (MRK) stake by 65% in Q1 2026, selling an estimated $35.5M and leaving 164,675 shares worth $19.8M. The position accounts for 0.2% of the portfolio, ranked #133.

Benjamin Edwards Inc first reported a position in MRK in Q1 2019 and has held it in 29 quarters since. The position peaked at $49.7M in Q4 2025. 3,777 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Benjamin Edwards Inc held 164,675 shares of Merck worth $19.8M as of Q1 2026.
  • Benjamin Edwards Inc sold 307,869 Merck shares in Q1 2026, an estimated $35.5M.
  • Merck made up 0.2% of Benjamin Edwards Inc's portfolio in Q1 2026, its #133 holding.
  • Benjamin Edwards Inc first reported a position in Merck in Q1 2019 and has held it in 29 quarters since.
  • Benjamin Edwards Inc's Merck position peaked at $49.7M in Q4 2025.
  • 3,777 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.