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
Q2 		$366K Sell
2,845
-9
-0.3% -$1.05K 0.13% 117
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 $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

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

BKM Wealth Management reduced its Merck (MRK) stake by 0.32% in Q2 2026, selling an estimated $1.05K and leaving 2,845 shares worth $366K. The position accounts for 0.13% of the portfolio, ranked #117.

BKM Wealth Management first reported a position in MRK in Q4 2023 and has held it in 11 quarters since. The position peaked at $544K in Q1 2024. 3,845 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • BKM Wealth Management held 2,845 shares of Merck worth $366K as of Q2 2026.
  • BKM Wealth Management sold 9 Merck shares in Q2 2026, an estimated $1.05K.
  • Merck made up 0.13% of BKM Wealth Management's portfolio in Q2 2026, its #117 holding.
  • BKM Wealth Management first reported a position in Merck in Q4 2023 and has held it in 11 quarters since.
  • BKM Wealth Management's Merck position peaked at $544K in Q1 2024.
  • 3,845 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.