Birchbrook
MRK icon

Birchbrook’s Merck MRK Stock Holding History

Birchbrook’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
Q3 		$331K Sell
2,278
-172
-7% -$23.8K 0.16% 66
2026
Q2 		$315K Sell
2,450
-130
-5% -$15.2K 0.15% 71
2026
Q1 		$310K Sell
2,580
-143
-5% -$16.5K 0.15% 64
2025
Q4 		$287K Buy
2,723
+63
+2% +$5.91K 0.14% 64
2025
Q3 		$223K Sell
2,660
-150
-5% -$12.4K 0.12% 72
2025
Q2 		$222K Buy
2,810
+1,039
+59% +$82.6K 0.12% 71
2025
Q1 		$159K Sell
1,771
-200
-10% -$18.7K 0.09% 79
2024
Q4 		$196K Buy
1,971
+165
+9% +$17K 0.11% 65
2024
Q3 		$205K Buy
1,806
+63
+4% +$7.48K 0.11% 65
2024
Q2 		$216K Hold
1,743
– – 0.13% 64
2024
Q1 		$230K Sell
1,743
-43
-2% -$5.3K 0.14% 62
2023
Q4 		$195K Buy
+1,786
New +$185K 0.13% 71

Other funds holding MRK

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Birchbrook's MRK Position: Q3 2026 in Review

Birchbrook reduced its Merck (MRK) stake by 7% in Q3 2026, selling an estimated $23.8K and leaving 2,278 shares worth $331K. The position accounts for 0.16% of the portfolio, ranked #66.

Birchbrook first reported a position in MRK in Q4 2023 and has held it in 12 quarters since. 1,788 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Birchbrook held 2,278 shares of Merck worth $331K as of Q3 2026.
  • Birchbrook sold 172 Merck shares in Q3 2026, an estimated $23.8K.
  • Merck made up 0.16% of Birchbrook's portfolio in Q3 2026, its #66 holding.
  • Birchbrook first reported a position in Merck in Q4 2023 and has held it in 12 quarters since.
  • 1,788 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.