BWM
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BKM Wealth Management’s Merck MRK Stock Holding History

BKM 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
Q1 		$343K Sell
2,854
-310
-10% -$35.8K 0.13% 119
2025
Q4 		$333K Sell
3,164
-118
-4% -$11.1K 0.12% 118
2025
Q3 		$275K Sell
3,282
-254
-7% -$20.9K 0.1% 134
2025
Q2 		$280K Sell
3,536
-356
-9% -$28.3K 0.11% 130
2025
Q1 		$349K Sell
3,892
-23
-0.6% -$2.15K 0.14% 120
2024
Q4 		$389K Buy
3,915
+404
+12% +$41.6K 0.16% 118
2024
Q3 		$399K Sell
3,511
-5,889
-63% -$700K 0.16% 123
2024
Q2 		$442K Buy
9,400
+5,281
+128% +$680K 0.21% 113
2024
Q1 		$544K Buy
4,119
+915
+29% +$113K 0.23% 101
2023
Q4 		$349K Buy
+3,204
New +$333K 0.15% 120

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

BKM Wealth Management's MRK Position: Q1 2026 in Review

BKM Wealth Management reduced its Merck (MRK) stake by 9.8% in Q1 2026, selling an estimated $35.8K and leaving 2,854 shares worth $343K. The position accounts for 0.13% of the portfolio, ranked #119.

BKM Wealth Management first reported a position in MRK in Q4 2023 and has held it in 10 quarters since. The position peaked at $544K in Q1 2024. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • BKM Wealth Management held 2,854 shares of Merck worth $343K as of Q1 2026.
  • BKM Wealth Management sold 310 Merck shares in Q1 2026, an estimated $35.8K.
  • Merck made up 0.13% of BKM Wealth Management's portfolio in Q1 2026, its #119 holding.
  • BKM Wealth Management first reported a position in Merck in Q4 2023 and has held it in 10 quarters since.
  • BKM Wealth Management's Merck position peaked at $544K in Q1 2024.
  • 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.