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BlackDiamond Wealth Management’s Merck MRK Stock Holding History

BlackDiamond 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 		$496K Buy
3,785
+233
+7% +$27.3K 0.2% 111
2026
Q1 		$427K Sell
3,552
-173
-5% -$20K 0.21% 105
2025
Q4 		$438K Buy
3,725
+215
+6% +$20.2K 0.21% 100
2025
Q3 		$295K Buy
3,510
+457
+15% +$37.6K 0.16% 120
2025
Q2 		$250K Buy
3,053
+76
+3% +$6.04K 0.14% 136
2025
Q1 		$226K Sell
2,977
-1,666
-36% -$156K 0.15% 135
2024
Q4 		$462K Buy
4,643
+495
+12% +$51K 0.27% 79
2024
Q3 		$409K Buy
4,148
+244
+6% +$29K 0.25% 92
2024
Q2 		$445K Buy
3,904
+479
+14% +$61.7K 0.29% 80
2024
Q1 		$452K Buy
3,425
+73
+2% +$9K 0.32% 78
2023
Q4 		$423K Buy
3,352
+452
+16% +$46.9K 0.31% 75
2023
Q3 		$298K Buy
2,900
+34
+1% +$3.67K 0.27% 88
2023
Q2 		$308K Buy
2,866
+349
+14% +$39.6K 0.26% 87
2023
Q1 		$293K Sell
2,517
-147
-6% -$15.9K 0.3% 76
2022
Q4 		$295K Buy
2,664
+199
+8% +$20.3K 0.33% 75
2022
Q3 		$241K Buy
2,465
+12
+0.5% +$1.07K 0.29% 88
2022
Q2 		$220K Buy
+2,453
New +$217K 0.27% 101

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

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

BlackDiamond Wealth Management increased its Merck (MRK) stake by 6.6% in Q2 2026, buying an estimated $27.3K and bringing the position to 3,785 shares worth $496K. The position accounts for 0.2% of the portfolio, ranked #111.

BlackDiamond Wealth Management first reported a position in MRK in Q2 2022 and has held it in 17 quarters since. 3,845 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • BlackDiamond Wealth Management held 3,785 shares of Merck worth $496K as of Q2 2026.
  • BlackDiamond Wealth Management bought 233 Merck shares in Q2 2026, an estimated $27.3K.
  • Merck made up 0.2% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #111 holding.
  • BlackDiamond Wealth Management first reported a position in Merck in Q2 2022 and has held it in 17 quarters since.
  • 3,845 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.