BigSur Wealth 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 | $3.62M | Sell |
27,960
-3,000
| -10% | -$351K | 0.87% | 28 |
|
|
2026
Q1 | $3.75M | Sell |
30,960
-12,090
| -28% | -$1.4M | 1.05% | 27 |
|
|
2025
Q4 | $4.57M | Hold |
43,050
| – | – | 1.11% | 23 |
|
|
2025
Q3 | $3.65M | Sell |
43,050
-12,360
| -22% | -$1.02M | 0.89% | 31 |
|
|
2025
Q2 | $4.43M | Hold |
55,410
| – | – | 1.12% | 24 |
|
|
2025
Q1 | $5.02M | Sell |
55,410
-300
| -0.5% | -$28K | 1.36% | 17 |
|
|
2024
Q4 | $5.58M | Buy |
55,710
+12,000
| +27% | +$1.24M | 1.59% | 14 |
|
|
2024
Q3 | $5M | Buy |
43,710
+5,592
| +15% | +$664K | 1.38% | 17 |
|
|
2024
Q2 | $4.75M | Buy |
38,118
+2,450
| +7% | +$316K | 1.45% | 18 |
|
|
2024
Q1 | $4.73M | Buy |
35,668
+9,270
| +35% | +$1.14M | 1.48% | 16 |
|
|
2023
Q4 | $2.9M | Sell |
26,398
-1,000
| -4% | -$104K | 1.38% | 18 |
|
|
2023
Q3 | $2.84M | Sell |
27,398
-735
| -3% | -$79.2K | 1.43% | 17 |
|
|
2023
Q2 | $3.27M | Sell |
28,133
-2,270
| -7% | -$258K | 1.56% | 11 |
|
|
2023
Q1 | $3.26M | Buy |
30,403
+1,000
| +3% | +$108K | 1.53% | 13 |
|
|
2022
Q4 | $3.28M | Sell |
29,403
-2,637
| -8% | -$270K | 1.58% | 13 |
|
|
2022
Q3 | $2.78M | Sell |
32,040
-488
| -2% | -$43.6K | 1.41% | 16 |
|
|
2022
Q2 | $2.99M | Hold |
32,528
| – | – | 1.41% | 16 |
|
|
2022
Q1 | $2.69M | Buy |
32,528
+33
| +0.1% | +$2.6K | 1.05% | 28 |
|
|
2021
Q4 | $2.51M | Hold |
32,495
| – | – | 0.98% | 28 |
|
|
2021
Q3 | $2.46M | Hold |
32,495
| – | – | 1.11% | 27 |
|
|
2021
Q2 | $2.55M | Sell |
32,495
-2,922
| -8% | -$217K | 1.15% | 24 |
|
|
2021
Q1 | $2.63M | Buy |
35,417
+838
| +2% | +$61.8K | 1.35% | 18 |
|
|
2020
Q4 | $2.72M | Hold |
34,579
| – | – | 1.54% | 15 |
|
|
2020
Q3 | $2.76M | Buy |
34,579
+6,236
| +22% | +$488K | 1.76% | 10 |
|
|
2020
Q2 | $2.11M | Sell |
28,343
-6,603
| -19% | -$497K | 1.51% | 18 |
|
|
2020
Q1 | $2.59M | Sell |
34,946
-2,934
| -8% | -$231K | 1.94% | 9 |
|
|
2019
Q4 | $3.31M | Buy |
37,880
+15,196
| +67% | +$1.25M | 1.87% | 12 |
|
|
2019
Q3 | $1.83M | Buy |
22,684
+964
| +4% | +$77.3K | 1.24% | 19 |
|
|
2019
Q2 | $1.77M | Sell |
21,720
-2,536
| -10% | -$194K | 1.23% | 21 |
|
|
2019
Q1 | $1.94M | Hold |
24,256
| – | – | 1.27% | 16 |
|
|
2018
Q4 | $1.78M | Buy |
24,256
+2,557
| +12% | +$181K | 1.27% | 17 |
|
|
2018
Q3 | $1.48M | Buy |
21,699
+860
| +4% | +$54.8K | 0.93% | 22 |
|
|
2018
Q2 | $1.22M | Buy |
20,839
+2,693
| +15% | +$152K | 0.89% | 23 |
|
|
2018
Q1 | $951K | Buy |
18,146
+1,341
| +8% | +$72.4K | 0.68% | 28 |
|
|
2017
Q4 | $910K | Buy |
16,805
+524
| +3% | +$29.1K | 0.9% | 25 |
|
|
2017
Q3 | $1M | Hold |
16,281
| – | – | 1.01% | 21 |
|
|
2017
Q2 | $976K | Hold |
16,281
| – | – | 0.99% | 21 |
|
|
2017
Q1 | $983K | Sell |
16,281
-1,048
| -6% | -$63.6K | 1.06% | 17 |
|
|
2016
Q4 | $981K | Buy |
+17,329
| New | +$1.01M | 1.31% | 16 |
|
Other funds holding MRK
LMFP
AAMU
CRM
SP
BigSur Wealth Management's MRK Position: Q2 2026 in Review
BigSur Wealth Management reduced its Merck (MRK) stake by 9.7% in Q2 2026, selling an estimated $351K and leaving 27,960 shares worth $3.62M. The position accounts for 0.87% of the portfolio, ranked #28.
BigSur Wealth Management first reported a position in MRK in Q4 2016 and has held it in 39 quarters since. The position peaked at $5.58M in Q4 2024. 1,038 funds tracked by Wall St. Rank hold MRK as of Q2 2026.
- BigSur Wealth Management held 27,960 shares of Merck worth $3.62M as of Q2 2026.
- BigSur Wealth Management sold 3,000 Merck shares in Q2 2026, an estimated $351K.
- Merck made up 0.87% of BigSur Wealth Management's portfolio in Q2 2026, its #28 holding.
- BigSur Wealth Management first reported a position in Merck in Q4 2016 and has held it in 39 quarters since.
- BigSur Wealth Management's Merck position peaked at $5.58M in Q4 2024.
- 1,038 funds tracked by Wall St. Rank held Merck as of Q2 2026.
Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.