BDF
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Black Diamond Financial’s Merck MRK Stock Holding History

Black Diamond Financial’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 		$480K Sell
3,735
-172
-4% -$20.1K 0.04% 120
2026
Q1 		$470K Buy
3,907
+71
+2% +$8.2K 0.05% 112
2025
Q4 		$404K Sell
3,836
-1,115
-23% -$105K 0.04% 115
2025
Q3 		$416K Buy
4,951
+684
+16% +$56.3K 0.05% 108
2025
Q2 		$338K Sell
4,267
-632
-13% -$50.2K 0.05% 105
2025
Q1 		$440K Sell
4,899
-198
-4% -$18.5K 0.07% 94
2024
Q4 		$507K Buy
5,097
+1,076
+27% +$111K 0.08% 88
2024
Q3 		$457K Buy
4,021
+3
+0.1% +$356 0.08% 88
2024
Q2 		$497K Buy
4,018
+545
+16% +$70.2K 0.1% 82
2024
Q1 		$379K Hold
3,473
– – 0.1% 79
2023
Q4 		$379K Sell
3,473
-111
-3% -$11.5K 0.1% 79
2023
Q3 		$369K Buy
3,584
+2
+0.1% +$216 0.11% 77
2023
Q2 		$413K Buy
3,582
+1
+0% +$114 0.12% 73
2023
Q1 		$381K Buy
3,581
+258
+8% +$27.9K 0.13% 71
2022
Q4 		$369K Hold
3,323
– – 0.13% 71
2022
Q3 		$286K Sell
3,323
-389
-10% -$34.7K 0.12% 76
2022
Q2 		$338K Sell
3,712
-1,285
-26% -$114K 0.13% 77
2022
Q1 		$410K Buy
+4,997
New +$394K 0.13% 74
2020
Q2 		– Sell
-2,775
Closed -$204K – 71
2020
Q1 		$204K Buy
+2,775
New +$218K 0.15% 66

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

Black Diamond Financial's MRK Position: Q2 2026 in Review

Black Diamond Financial reduced its Merck (MRK) stake by 4.4% in Q2 2026, selling an estimated $20.1K and leaving 3,735 shares worth $480K. The position accounts for 0.04% of the portfolio, ranked #120.

Black Diamond Financial first reported a position in MRK in Q1 2020 and has held it in 19 quarters since. The position peaked at $507K in Q4 2024. 3,844 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Black Diamond Financial held 3,735 shares of Merck worth $480K as of Q2 2026.
  • Black Diamond Financial sold 172 Merck shares in Q2 2026, an estimated $20.1K.
  • Merck made up 0.04% of Black Diamond Financial's portfolio in Q2 2026, its #120 holding.
  • Black Diamond Financial first reported a position in Merck in Q1 2020 and has held it in 19 quarters since.
  • Black Diamond Financial's Merck position peaked at $507K in Q4 2024.
  • 3,844 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Black Diamond Financial's 13F filing for Q2 2026, filed 4 Aug 2026.