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BIP Wealth’s Merck MRK Stock Holding History

BIP 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 		$617K Sell
5,129
-17
-0.3% -$1.96K 0.03% 265
2025
Q4 		$542K Buy
5,146
+572
+13% +$53.7K 0.02% 287
2025
Q3 		$384K Buy
4,574
+408
+10% +$33.6K 0.02% 201
2025
Q2 		$330K Sell
4,166
-1,077
-21% -$85.6K 0.02% 189
2025
Q1 		$471K Sell
5,243
-263
-5% -$24.6K 0.03% 157
2024
Q4 		$548K Buy
5,506
+462
+9% +$47.6K 0.04% 142
2024
Q3 		$573K Buy
5,044
+970
+24% +$115K 0.04% 134
2024
Q2 		$504K Sell
4,074
-278
-6% -$35.8K 0.04% 113
2024
Q1 		$574K Buy
4,352
+273
+7% +$33.6K 0.04% 119
2023
Q4 		$445K Buy
4,079
+629
+18% +$65.3K 0.04% 123
2023
Q3 		$355K Sell
3,450
-201
-6% -$21.7K 0.03% 126
2023
Q2 		$421K Sell
3,651
-899
-20% -$102K 0.03% 116
2023
Q1 		$484K Buy
+4,550
New +$491K 0.05% 109

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

BIP Wealth's MRK Position: Q1 2026 in Review

BIP Wealth reduced its Merck (MRK) stake by 0.33% in Q1 2026, selling an estimated $1.96K and leaving 5,129 shares worth $617K. The position accounts for 0.03% of the portfolio, ranked #265.

BIP Wealth first reported a position in MRK in Q1 2023 and has held it in 13 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • BIP Wealth held 5,129 shares of Merck worth $617K as of Q1 2026.
  • BIP Wealth sold 17 Merck shares in Q1 2026, an estimated $1.96K.
  • Merck made up 0.03% of BIP Wealth's portfolio in Q1 2026, its #265 holding.
  • BIP Wealth first reported a position in Merck in Q1 2023 and has held it in 13 quarters since.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.