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Beverly Hills Private Wealth’s Merck MRK Stock Holding History

Beverly Hills Private Wealth’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 		$1.67M Buy
13,899
+8,347
+150% +$964K 0.28% 101
2025
Q4 		$584K Sell
5,552
-170
-3% -$16K 0.1% 159
2025
Q3 		$480K Sell
5,722
-170
-3% -$14K 0.08% 190
2025
Q2 		$466K Sell
5,892
-365
-6% -$29K 0.09% 184
2025
Q1 		$562K Sell
6,257
-19,524
-76% -$1.82M 0.11% 159
2024
Q4 		$2.56M Sell
25,781
-4,171
-14% -$430K 0.52% 51
2024
Q3 		$3.4M Sell
29,952
-7,001
-19% -$832K 0.69% 32
2024
Q2 		$4.57M Sell
36,953
-2,553
-6% -$329K 0.99% 18
2024
Q1 		$5.21M Buy
39,506
+228
+0.6% +$28.1K 1.2% 11
2023
Q4 		$4.28M Buy
39,278
+66
+0.2% +$6.85K 1.12% 19
2023
Q3 		$4.04M Sell
39,212
-32,938
-46% -$3.55M 1.2% 17
2023
Q2 		$7.58M Buy
72,150
+31,792
+79% +$3.61M 1.25% 14
2023
Q1 		$4.29M Buy
40,358
+11,519
+40% +$1.24M 1.33% 12
2022
Q4 		$3.2M Buy
+28,839
New +$2.95M 1.4% 12

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

Beverly Hills Private Wealth's MRK Position: Q1 2026 in Review

Beverly Hills Private Wealth increased its Merck (MRK) stake by 150% in Q1 2026, buying an estimated $964K and bringing the position to 13,899 shares worth $1.67M. The position accounts for 0.28% of the portfolio, ranked #101.

Beverly Hills Private Wealth first reported a position in MRK in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.58M in Q2 2023. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Beverly Hills Private Wealth held 13,899 shares of Merck worth $1.67M as of Q1 2026.
  • Beverly Hills Private Wealth bought 8,347 Merck shares in Q1 2026, an estimated $964K.
  • Merck made up 0.28% of Beverly Hills Private Wealth's portfolio in Q1 2026, its #101 holding.
  • Beverly Hills Private Wealth first reported a position in Merck in Q4 2022 and has held it in 14 quarters since.
  • Beverly Hills Private Wealth's Merck position peaked at $7.58M in Q2 2023.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2026, filed 4 May 2026.