BWM
MRK icon

Bernard Wealth Management’s Merck MRK Stock Holding History

Bernard Wealth 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
Q1 		$193K Hold
1,608
– – 0.08% 64
2025
Q4 		$169K Buy
1,608
+6
+0.4% +$563 0.07% 71
2025
Q3 		$134K Hold
1,602
– – 0.06% 76
2025
Q2 		$127K Sell
1,602
-92
-5% -$7.31K 0.06% 76
2025
Q1 		$152K Buy
1,694
+92
+6% +$8.59K 0.07% 66
2024
Q4 		$159K Buy
+1,602
New +$165K 0.08% 62

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

Bernard Wealth Management's MRK Position: Q1 2026 in Review

Bernard Wealth Management held its Merck (MRK) position steady in Q1 2026 at 1,608 shares worth $193K. The position accounts for 0.08% of the portfolio, ranked #64.

Bernard Wealth Management first reported a position in MRK in Q4 2024 and has held it in 6 quarters since. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Bernard Wealth Management held 1,608 shares of Merck worth $193K as of Q1 2026.
  • Bernard Wealth Management left its Merck share count unchanged in Q1 2026.
  • Merck made up 0.08% of Bernard Wealth Management's portfolio in Q1 2026, its #64 holding.
  • Bernard Wealth Management first reported a position in Merck in Q4 2024 and has held it in 6 quarters since.
  • 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.