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BlueChip Wealth Advisors’s Merck MRK Stock Holding History

BlueChip 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 		$321K Hold
2,500
– – 0.12% 133
2026
Q1 		$301K Hold
2,500
– – 0.13% 115
2025
Q4 		$263K Sell
2,500
-275
-10% -$25.8K 0.11% 137
2025
Q3 		$233K Sell
2,775
-41
-1% -$3.38K 0.1% 142
2025
Q2 		$223K Buy
2,816
+21
+0.8% +$1.67K 0.1% 158
2025
Q1 		$251K Hold
2,795
– – 0.12% 132
2024
Q4 		$278K Sell
2,795
-150
-5% -$15.5K 0.15% 108
2024
Q3 		$334K Hold
2,945
– – 0.18% 109
2024
Q2 		$365K Buy
2,945
+150
+5% +$19.3K 0.21% 91
2024
Q1 		$369K Hold
2,795
– – 0.24% 83
2023
Q4 		$305K Buy
+2,795
New +$290K 0.21% 87

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

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

BlueChip Wealth Advisors held its Merck (MRK) position steady in Q2 2026 at 2,500 shares worth $321K. The position accounts for 0.12% of the portfolio, ranked #133.

BlueChip Wealth Advisors first reported a position in MRK in Q4 2023 and has held it in 11 quarters since. The position peaked at $369K in Q1 2024. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • BlueChip Wealth Advisors held 2,500 shares of Merck worth $321K as of Q2 2026.
  • BlueChip Wealth Advisors left its Merck share count unchanged in Q2 2026.
  • Merck made up 0.12% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #133 holding.
  • BlueChip Wealth Advisors first reported a position in Merck in Q4 2023 and has held it in 11 quarters since.
  • BlueChip Wealth Advisors's Merck position peaked at $369K in Q1 2024.
  • 3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.