Blodgett Wealth Advisors
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Blodgett Wealth Advisors’s Merck MRK Stock Holding History

Blodgett Wealth Advisors’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
Q3 		$1.36M Buy
9,335
+1
+0% +$138 0.92% 19
2026
Q2 		$1.2M Buy
9,334
+1
+0% +$117 0.8% 22
2026
Q1 		$1.12M Buy
9,333
+2
+0% +$231 0.89% 21
2025
Q4 		$982K Buy
9,331
+1
+0% +$94 0.69% 24
2025
Q3 		$783K Buy
9,330
+2
+0% +$165 0.54% 29
2025
Q2 		$738K Sell
9,328
-1,643
-15% -$131K 0.58% 29
2025
Q1 		$985K Sell
10,971
-3,224
-23% -$301K 0.84% 21
2024
Q4 		$1.41M Sell
14,195
-692
-5% -$71.3K 1.11% 17
2024
Q3 		$1.69M Sell
14,887
-169
-1% -$20.1K 1.42% 13
2024
Q2 		$1.86M Sell
15,056
-2,223
-13% -$286K 1.58% 12
2024
Q1 		$2.28M Buy
17,279
+291
+2% +$35.9K 2.06% 10
2023
Q4 		$1.85M Sell
16,988
-875
-5% -$90.8K 1.89% 11
2023
Q3 		$1.84M Hold
17,863
– – 2.02% 11
2023
Q2 		$2.06M Hold
17,863
– – 2.13% 8
2023
Q1 		$1.9M Hold
17,863
– – 2.2% 9
2022
Q4 		$1.98M Hold
17,863
– – 2.41% 11
2022
Q3 		$1.54M Buy
17,863
+175
+1% +$15.6K 1.84% 14
2022
Q2 		$1.61M Sell
17,688
-2,050
-10% -$182K 1.77% 16
2022
Q1 		$1.62M Buy
19,738
+1,100
+6% +$86.7K 1.35% 18
2021
Q4 		$1.43M Buy
+18,638
New +$1.48M 1.11% 21

Other funds holding MRK

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Blodgett Wealth Advisors's MRK Position: Q3 2026 in Review

Blodgett Wealth Advisors increased its Merck (MRK) stake by 0.01% in Q3 2026, buying an estimated $138 and bringing the position to 9,335 shares worth $1.36M. The position accounts for 0.92% of the portfolio, ranked #19.

Blodgett Wealth Advisors first reported a position in MRK in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.28M in Q1 2024. 3,520 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Blodgett Wealth Advisors held 9,335 shares of Merck worth $1.36M as of Q3 2026.
  • Blodgett Wealth Advisors bought 1 Merck share in Q3 2026, an estimated $138.
  • Merck made up 0.92% of Blodgett Wealth Advisors's portfolio in Q3 2026, its #19 holding.
  • Blodgett Wealth Advisors first reported a position in Merck in Q4 2021 and has held it in 20 quarters since.
  • Blodgett Wealth Advisors's Merck position peaked at $2.28M in Q1 2024.
  • 3,520 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Blodgett Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.