Bleakley Financial Group’s Merck MRK Stock Holding History

Bleakley Financial Group’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	$15.5M	Buy	129,217 +2,930	+2%	+$338K	0.24%	73
2025 Q4	$13.3M	Buy	126,287 +54,840	+77%	+$5.15M	0.23%	77
2025 Q3	$6M	Buy	71,447 +1,732	+2%	+$143K	0.14%	135
2025 Q2	$5.52M	Sell	69,715 -3,206	-4%	-$255K	0.14%	139
2025 Q1	$6.55M	Sell	72,921 -9,565	-12%	-$893K	0.21%	92
2024 Q4	$8.21M	Buy	82,486 +772	+0.9%	+$79.6K	0.25%	71
2024 Q3	$9.28M	Sell	81,714 -83,306	-50%	-$9.9M	0.28%	57
2024 Q2	$20.4M	Buy	165,020 +81,484	+98%	+$10.5M	0.59%	28
2024 Q1	$11M	Buy	83,536 +3,036	+4%	+$374K	0.32%	60
2023 Q4	$8.78M	Buy	80,500 +122	+0.2%	+$12.7K	0.28%	67
2023 Q3	$8.27M	Sell	80,378 -78,759	-49%	-$8.49M	0.29%	68
2023 Q2	$18.4M	Sell	159,137 -18,073	-10%	-$2.05M	0.57%	32
2023 Q1	$18.9M	Buy	177,210 +5,626	+3%	+$607K	0.63%	27
2022 Q4	$19M	Buy	+171,584	New	+$17.5M	0.68%	24

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bleakley Financial Group's MRK Position: Q1 2026 in Review

Bleakley Financial Group increased its Merck (MRK) stake by 2.3% in Q1 2026, buying an estimated $338K and bringing the position to 129,217 shares worth $15.5M. The position accounts for 0.24% of the portfolio, ranked #73.

Bleakley Financial Group first reported a position in MRK in Q4 2022 and has held it in 14 quarters since. The position peaked at $20.4M in Q2 2024. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Bleakley Financial Group held 129,217 shares of Merck worth $15.5M as of Q1 2026.
Bleakley Financial Group bought 2,930 Merck shares in Q1 2026, an estimated $338K.
Merck made up 0.24% of Bleakley Financial Group's portfolio in Q1 2026, its #73 holding.
Bleakley Financial Group first reported a position in Merck in Q4 2022 and has held it in 14 quarters since.
Bleakley Financial Group's Merck position peaked at $20.4M in Q2 2024.
3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Bleakley Financial Group's 13F filing for Q1 2026, filed 4 May 2026.