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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
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 $6.73T 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

Blodgett Wealth Advisors's MRK Position: Q2 2026 in Review

Blodgett Wealth Advisors increased its Merck (MRK) stake by 0.01% in Q2 2026, buying an estimated $117 and bringing the position to 9,334 shares worth $1.2M. The position accounts for 0.8% of the portfolio, ranked #22.

Blodgett Wealth Advisors first reported a position in MRK in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.28M in Q1 2024. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Blodgett Wealth Advisors held 9,334 shares of Merck worth $1.2M as of Q2 2026.
  • Blodgett Wealth Advisors bought 1 Merck share in Q2 2026, an estimated $117.
  • Merck made up 0.8% of Blodgett Wealth Advisors's portfolio in Q2 2026, its #22 holding.
  • Blodgett Wealth Advisors first reported a position in Merck in Q4 2021 and has held it in 19 quarters since.
  • Blodgett Wealth Advisors's Merck position peaked at $2.28M in Q1 2024.
  • 3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Blodgett Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.