Bogart Wealth LLC’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 | $876K | Buy |
7,284
+104
| +1% | +$12K | 0.03% | 133 |
|
|
2025
Q4 | $756K | Buy |
7,180
+1,002
| +16% | +$94.1K | 0.03% | 140 |
|
|
2025
Q3 | $519K | Sell |
6,178
-749
| -11% | -$61.7K | 0.02% | 161 |
|
|
2025
Q2 | $548K | Buy |
6,927
+287
| +4% | +$22.8K | 0.02% | 155 |
|
|
2025
Q1 | $596K | Sell |
6,640
-63,616
| -91% | -$5.94M | 0.03% | 149 |
|
|
2024
Q4 | $6.99M | Buy |
70,256
+10,821
| +18% | +$1.12M | 0.33% | 71 |
|
|
2024
Q3 | $6.75M | Buy |
59,435
+1,164
| +2% | +$138K | 0.32% | 76 |
|
|
2024
Q2 | $7.21M | Buy |
58,271
+104
| +0.2% | +$13.4K | 0.37% | 62 |
|
|
2024
Q1 | $7.68M | Sell |
58,167
-543
| -0.9% | -$66.9K | 0.39% | 65 |
|
|
2023
Q4 | $6.4M | Sell |
58,710
-287
| -0.5% | -$29.8K | 0.36% | 70 |
|
|
2023
Q3 | $6.07M | Sell |
58,997
-520
| -0.9% | -$56K | 0.38% | 67 |
|
|
2023
Q2 | $6.87M | Buy |
59,517
+111
| +0.2% | +$12.6K | 0.44% | 56 |
|
|
2023
Q1 | $6.32M | Buy |
59,406
+3,452
| +6% | +$373K | 0.42% | 59 |
|
|
2022
Q4 | $6.21M | Buy |
55,954
+4,337
| +8% | +$443K | 0.43% | 51 |
|
|
2022
Q3 | $4.45M | Buy |
51,617
+47,817
| +1,258% | +$4.27M | 0.37% | 58 |
|
|
2022
Q2 | $346K | Buy |
3,800
+282
| +8% | +$25K | 0.03% | 133 |
|
|
2022
Q1 | $289K | Sell |
3,518
-122
| -3% | -$9.62K | 0.02% | 143 |
|
|
2021
Q4 | $279K | Hold |
3,640
| – | – | 0.03% | 142 |
|
|
2021
Q3 | $273K | Sell |
3,640
-414
| -10% | -$31.5K | 0.03% | 139 |
|
|
2021
Q2 | $315K | Sell |
4,054
-222
| -5% | -$16.5K | 0.03% | 125 |
|
|
2021
Q1 | $315K | Sell |
4,276
-34,029
| -89% | -$2.51M | 0.04% | 120 |
|
|
2020
Q4 | $2.99M | Buy |
38,305
+3,158
| +9% | +$242K | 0.55% | 30 |
|
|
2020
Q3 | $2.78M | Sell |
35,147
-501
| -1% | -$39.2K | 0.62% | 28 |
|
|
2020
Q2 | $2.63M | Buy |
35,648
+70
| +0.2% | +$5.27K | 0.62% | 29 |
|
|
2020
Q1 | $2.61M | Sell |
35,578
-556
| -2% | -$43.7K | 0.71% | 22 |
|
|
2019
Q4 | $3.14M | Buy |
36,134
+1,109
| +3% | +$91.1K | 1% | 15 |
|
|
2019
Q3 | $2.81M | Buy |
35,025
+260
| +0.7% | +$20.8K | 1.38% | 16 |
|
|
2019
Q2 | $2.78M | Buy |
34,765
+3,345
| +11% | +$256K | 1.68% | 8 |
|
|
2019
Q1 | $2.49M | Sell |
31,420
-6,225
| -17% | -$466K | 1.2% | 10 |
|
|
2018
Q4 | $2.74M | Buy |
37,645
+800
| +2% | +$56.5K | 1.37% | 7 |
|
|
2018
Q3 | $2.49M | Buy |
36,845
+861
| +2% | +$54.9K | 1.44% | 6 |
|
|
2018
Q2 | $2.08M | Buy |
35,984
+1,069
| +3% | +$60.3K | 1.27% | 10 |
|
|
2018
Q1 | $1.82M | Buy |
34,915
+3,126
| +10% | +$169K | 1.05% | 14 |
|
|
2017
Q4 | $1.71M | Buy |
31,789
+7,035
| +28% | +$390K | 1.09% | 18 |
|
|
2017
Q3 | $1.52M | Buy |
24,754
+242
| +1% | +$14.7K | 1.12% | 22 |
|
|
2017
Q2 | $1.5M | Buy |
24,512
+7,334
| +43% | +$446K | 0.96% | 24 |
|
|
2017
Q1 | $1.04M | Sell |
17,178
-784
| -4% | -$47.6K | 0.69% | 28 |
|
|
2016
Q4 | $1.01M | Buy |
+17,962
| New | +$1.05M | 0.68% | 26 |
|
Other funds holding MRK
VCM
VPM
Bogart Wealth LLC's MRK Position: Q1 2026 in Review
Bogart Wealth LLC increased its Merck (MRK) stake by 1.4% in Q1 2026, buying an estimated $12K and bringing the position to 7,284 shares worth $876K. The position accounts for 0.03% of the portfolio, ranked #133.
Bogart Wealth LLC first reported a position in MRK in Q4 2016 and has held it in 38 quarters since. The position peaked at $7.68M in Q1 2024. 3,777 funds tracked by Wall St. Rank hold MRK as of Q1 2026.
- Bogart Wealth LLC held 7,284 shares of Merck worth $876K as of Q1 2026.
- Bogart Wealth LLC bought 104 Merck shares in Q1 2026, an estimated $12K.
- Merck made up 0.03% of Bogart Wealth LLC's portfolio in Q1 2026, its #133 holding.
- Bogart Wealth LLC first reported a position in Merck in Q4 2016 and has held it in 38 quarters since.
- Bogart Wealth LLC's Merck position peaked at $7.68M in Q1 2024.
- 3,777 funds tracked by Wall St. Rank held Merck as of Q1 2026.
Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.