BWM
MRK icon

BNC Wealth Management’s Merck MRK Stock Holding History

BNC Wealth Management’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 		$2.11M Buy
+17,571
New +$2.03M 0.59% 51
2023
Q3 		– Sell
-23,870
Closed -$2.75M – 103
2023
Q2 		$2.75M Buy
23,870
+2,159
+10% +$245K 1.46% 24
2023
Q1 		$2.31M Buy
+21,711
New +$2.34M 1.29% 27
2020
Q4 		– Sell
-735
Closed -$58K – 333
2020
Q3 		$58K Buy
+735
New +$57.6K 0.04% 158

Other funds holding MRK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BNC Wealth Management's MRK Position: Q1 2026 in Review

BNC Wealth Management opened a new position in Merck (MRK) in Q1 2026: 17,571 shares worth $2.11M. The stake represents 0.59% of the portfolio and ranks #51 among its holdings. This is a return to the name: BNC Wealth Management previously reported a position in MRK as recently as Q2 2023.

BNC Wealth Management first reported a position in MRK in Q3 2020 and has held it in 4 quarters since. The position peaked at $2.75M in Q2 2023. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • BNC Wealth Management held 17,571 shares of Merck worth $2.11M as of Q1 2026.
  • Merck was a new BNC Wealth Management position in Q1 2026.
  • Merck made up 0.59% of BNC Wealth Management's portfolio in Q1 2026, its #51 holding.
  • BNC Wealth Management first reported a position in Merck in Q3 2020 and has held it in 4 quarters since.
  • BNC Wealth Management's Merck position peaked at $2.75M in Q2 2023.
  • 3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on BNC Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.