Blue Bell Private Wealth Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $404K | Buy |
3,362
+939
| +39% | +$108K | 0.06% | 190 |
|
|
2025
Q4 | $255K | Buy |
2,423
+40
| +2% | +$3.75K | 0.04% | 235 |
|
|
2025
Q3 | $200K | Buy |
2,383
+1,011
| +74% | +$83.3K | 0.03% | 248 |
|
|
2025
Q2 | $109K | Sell |
1,372
-816
| -37% | -$64.9K | 0.02% | 301 |
|
|
2025
Q1 | $196K | Buy |
2,188
+35
| +2% | +$3.27K | 0.04% | 221 |
|
|
2024
Q4 | $214K | Sell |
2,153
-246
| -10% | -$25.4K | 0.04% | 203 |
|
|
2024
Q3 | $272K | Buy |
2,399
+5
| +0.2% | +$594 | 0.05% | 186 |
|
|
2024
Q2 | $296K | Buy |
2,394
+88
| +4% | +$11.3K | 0.06% | 157 |
|
|
2024
Q1 | $304K | Sell |
2,306
-42
| -2% | -$5.18K | 0.07% | 151 |
|
|
2023
Q4 | $256K | Sell |
2,348
-85
| -3% | -$8.82K | 0.06% | 144 |
|
|
2023
Q3 | $250K | Sell |
2,433
-105
| -4% | -$11.3K | 0.07% | 126 |
|
|
2023
Q2 | $293K | Buy |
2,538
+107
| +4% | +$12.1K | 0.08% | 117 |
|
|
2023
Q1 | $259K | Hold |
2,431
| – | – | 0.08% | 111 |
|
|
2022
Q4 | $270K | Buy |
2,431
+131
| +6% | +$13.4K | 0.09% | 99 |
|
|
2022
Q3 | $198K | Sell |
2,300
-33
| -1% | -$2.95K | 0.07% | 108 |
|
|
2022
Q2 | $213K | Sell |
2,333
-9
| -0.4% | -$798 | 0.07% | 99 |
|
|
2022
Q1 | $192K | Hold |
2,342
| – | – | 0.05% | 108 |
|
|
2021
Q4 | $179K | Buy |
+2,342
| New | +$187K | 0.05% | 112 |
|
|
2016
Q4 | – | Sell |
-3,098
| Closed | -$185K | – | 346 |
|
|
2016
Q3 | $185K | Buy |
3,098
+194
| +7% | +$11.3K | 0.11% | 97 |
|
|
2016
Q2 | $160K | Sell |
2,904
-1,258
| -30% | -$67K | 0.1% | 102 |
|
|
2016
Q1 | $210K | Buy |
4,162
+1,872
| +82% | +$91.7K | 0.14% | 90 |
|
|
2015
Q4 | $115K | Sell |
2,290
-157
| -6% | -$7.92K | 0.08% | 138 |
|
|
2015
Q3 | $115K | Sell |
2,447
-210
| -8% | -$11.2K | 0.08% | 135 |
|
|
2015
Q2 | $144K | Buy |
2,657
+210
| +9% | +$11.8K | 0.09% | 121 |
|
|
2015
Q1 | $134K | Sell |
2,447
-18
| -0.7% | -$1.02K | 0.08% | 123 |
|
|
2014
Q4 | $133K | Hold |
2,465
| – | – | 0.08% | 129 |
|
|
2014
Q3 | $139K | Hold |
2,465
| – | – | 0.08% | 130 |
|
|
2014
Q2 | $136K | Hold |
2,465
| – | – | 0.08% | 126 |
|
|
2014
Q1 | $134K | Sell |
2,465
-838
| -25% | -$43.4K | 0.09% | 105 |
|
|
2013
Q4 | $158K | Buy |
+3,303
| New | +$151K | 0.12% | 94 |
|
Other funds holding MRK
VCM
VPM
Blue Bell Private Wealth Management's MRK Position: Q1 2026 in Review
Blue Bell Private Wealth Management increased its Merck (MRK) stake by 39% in Q1 2026, buying an estimated $108K and bringing the position to 3,362 shares worth $404K. The position accounts for 0.06% of the portfolio, ranked #190.
Blue Bell Private Wealth Management first reported a position in MRK in Q4 2013 and has held it in 30 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.
- Blue Bell Private Wealth Management held 3,362 shares of Merck worth $404K as of Q1 2026.
- Blue Bell Private Wealth Management bought 939 Merck shares in Q1 2026, an estimated $108K.
- Merck made up 0.06% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #190 holding.
- Blue Bell Private Wealth Management first reported a position in Merck in Q4 2013 and has held it in 30 quarters since.
- 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.
Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.