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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
Q2 		$850K Buy
6,615
+1,486
+29% +$174K 0.02% 285
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BIP Wealth's MRK Position: Q2 2026 in Review

BIP Wealth increased its Merck (MRK) stake by 29% in Q2 2026, buying an estimated $174K and bringing the position to 6,615 shares worth $850K. The position accounts for 0.02% of the portfolio, ranked #285.

BIP Wealth first reported a position in MRK in Q1 2023 and has held it in 14 quarters since. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • BIP Wealth held 6,615 shares of Merck worth $850K as of Q2 2026.
  • BIP Wealth bought 1,486 Merck shares in Q2 2026, an estimated $174K.
  • Merck made up 0.02% of BIP Wealth's portfolio in Q2 2026, its #285 holding.
  • BIP Wealth first reported a position in Merck in Q1 2023 and has held it in 14 quarters since.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.