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Birchcreek Wealth Management’s Merck MRK Stock Holding History

Birchcreek Wealth Management’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 		$598K Buy
4,652
+900
+24% +$105K 0.23% 70
2026
Q1 		$451K Buy
3,752
+908
+32% +$105K 0.22% 71
2025
Q4 		$299K Buy
2,844
+41
+1% +$3.85K 0.15% 90
2025
Q3 		$235K Hold
2,803
– – 0.12% 107
2025
Q2 		$222K Sell
2,803
-1,550
-36% -$123K 0.13% 105
2025
Q1 		$391K Sell
4,353
-1,384
-24% -$129K 0.25% 74
2024
Q4 		$571K Buy
5,737
+815
+17% +$84K 0.36% 54
2024
Q3 		$559K Buy
4,922
+224
+5% +$26.6K 0.37% 51
2024
Q2 		$582K Buy
4,698
+1,128
+32% +$145K 0.33% 68
2024
Q1 		$471K Buy
3,570
+95
+3% +$11.7K 0.25% 87
2023
Q4 		$379K Sell
3,475
-215
-6% -$22.3K 0.23% 96
2023
Q3 		$380K Buy
3,690
+293
+9% +$31.6K 0.26% 88
2023
Q2 		$392K Hold
3,397
– – 0.27% 87
2023
Q1 		$361K Sell
3,397
-575
-14% -$62.1K 0.29% 87
2022
Q4 		$441K Hold
3,972
– – 0.39% 67
2022
Q3 		$342K Buy
3,972
+886
+29% +$79.1K 0.32% 72
2022
Q2 		$281K Buy
3,086
+137
+5% +$12.1K 0.25% 91
2022
Q1 		$242K Sell
2,949
-263
-8% -$20.7K 0.21% 101
2021
Q4 		$246K Buy
+3,212
New +$256K 0.21% 98
2021
Q1 		– Sell
-2,204
Closed -$172K – 222
2020
Q4 		$172K Buy
+2,204
New +$169K 0.17% 110

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 $3.37T AUM 44.26% 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

Birchcreek Wealth Management's MRK Position: Q2 2026 in Review

Birchcreek Wealth Management increased its Merck (MRK) stake by 24% in Q2 2026, buying an estimated $105K and bringing the position to 4,652 shares worth $598K. The position accounts for 0.23% of the portfolio, ranked #70.

Birchcreek Wealth Management first reported a position in MRK in Q4 2020 and has held it in 20 quarters since. 3,834 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Birchcreek Wealth Management held 4,652 shares of Merck worth $598K as of Q2 2026.
  • Birchcreek Wealth Management bought 900 Merck shares in Q2 2026, an estimated $105K.
  • Merck made up 0.23% of Birchcreek Wealth Management's portfolio in Q2 2026, its #70 holding.
  • Birchcreek Wealth Management first reported a position in Merck in Q4 2020 and has held it in 20 quarters since.
  • 3,834 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Birchcreek Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.