BOK Financial Private Wealth’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 | $480K | Sell |
3,963
-502
| -11% | -$58K | 0.03% | 125 |
|
|
2025
Q4 | $474K | Sell |
4,465
-3
| -0.1% | -$282 | 0.03% | 130 |
|
|
2025
Q3 | $379K | Sell |
4,468
-1,336
| -23% | -$110K | 0.02% | 139 |
|
|
2025
Q2 | $464K | Sell |
5,804
-298
| -5% | -$23.7K | 0.03% | 127 |
|
|
2025
Q1 | $553K | Sell |
6,102
-1,671
| -21% | -$156K | 0.04% | 118 |
|
|
2024
Q4 | $780K | Buy |
7,773
+570
| +8% | +$58.8K | 0.06% | 108 |
|
|
2024
Q3 | $824K | Buy |
7,203
+483
| +7% | +$57.4K | 0.06% | 111 |
|
|
2024
Q2 | $837K | Buy |
6,720
+195
| +3% | +$25.1K | 0.06% | 106 |
|
|
2024
Q1 | $866K | Buy |
6,525
+165
| +3% | +$20.3K | 0.06% | 107 |
|
|
2023
Q4 | $698K | Sell |
6,360
-120
| -2% | -$12.5K | 0.06% | 107 |
|
|
2023
Q3 | $672K | Sell |
6,480
-214
| -3% | -$23.1K | 0.06% | 110 |
|
|
2023
Q2 | $777K | Buy |
6,694
+790
| +13% | +$89.7K | 0.06% | 106 |
|
|
2023
Q1 | $632K | Buy |
5,904
+51
| +0.9% | +$5.51K | 0.05% | 118 |
|
|
2022
Q4 | $654K | Buy |
5,853
+328
| +6% | +$33.5K | 0.05% | 118 |
|
|
2022
Q3 | $480K | Buy |
5,525
+28
| +0.5% | +$2.5K | 0.04% | 129 |
|
|
2022
Q2 | $505K | Sell |
5,497
-13,399
| -71% | -$1.19M | 0.04% | 127 |
|
|
2022
Q1 | $1.55M | Buy |
18,896
+2,114
| +13% | +$167K | 0.11% | 108 |
|
|
2021
Q4 | $1.29M | Buy |
16,782
+713
| +4% | +$56.8K | 0.09% | 119 |
|
|
2021
Q3 | $1.21M | Buy |
16,069
+2,040
| +15% | +$155K | 0.1% | 100 |
|
|
2021
Q2 | $1.09M | Buy |
14,029
+3,460
| +33% | +$257K | 0.09% | 102 |
|
|
2021
Q1 | $777K | Sell |
10,569
-535
| -5% | -$39.5K | 0.07% | 107 |
|
|
2020
Q4 | $867K | Buy |
11,104
+4,732
| +74% | +$362K | 0.08% | 104 |
|
|
2020
Q3 | $504K | Buy |
6,372
+585
| +10% | +$45.8K | 0.05% | 117 |
|
|
2020
Q2 | $427K | Buy |
5,787
+894
| +18% | +$67.3K | 0.04% | 124 |
|
|
2020
Q1 | $359K | Sell |
4,893
-449
| -8% | -$35.3K | 0.04% | 142 |
|
|
2019
Q4 | $464K | Sell |
5,342
-241
| -4% | -$19.8K | 0.04% | 130 |
|
|
2019
Q3 | $448K | Buy |
5,583
+786
| +16% | +$63K | 0.06% | 73 |
|
|
2019
Q2 | $384K | Buy |
4,797
+722
| +18% | +$55.3K | 0.06% | 75 |
|
|
2019
Q1 | $323K | Buy |
4,075
+5
| +0.1% | +$374 | 0.04% | 77 |
|
|
2018
Q4 | $297K | Buy |
+4,070
| New | +$287K | 0.04% | 86 |
|
|
2017
Q3 | – | Sell |
-4,186
| Closed | -$256K | – | 137 |
|
|
2017
Q2 | $256K | Sell |
4,186
-2,597
| -38% | -$158K | 0.04% | 107 |
|
|
2017
Q1 | $411K | Sell |
6,783
-835
| -11% | -$50.7K | 0.06% | 83 |
|
|
2016
Q4 | $428K | Sell |
7,618
-820
| -10% | -$48K | 0.06% | 86 |
|
|
2016
Q3 | $503K | Sell |
8,438
-2,130
| -20% | -$125K | 0.08% | 81 |
|
|
2016
Q2 | $581K | Buy |
+10,568
| New | +$562K | 0.09% | 69 |
|
|
2015
Q4 | – | Sell |
-4,602
| Closed | -$217K | – | 80 |
|
|
2015
Q3 | $217K | Hold |
4,602
| – | – | 0.04% | 69 |
|
|
2015
Q2 | $250K | Buy |
+4,602
| New | +$258K | 0.04% | 71 |
|
|
2015
Q1 | – | Sell |
-3,754
| Closed | -$203K | – | 81 |
|
|
2014
Q4 | $203K | Buy |
+3,754
| New | +$209K | 0.03% | 80 |
|
Other funds holding MRK
VCM
VPM
BOK Financial Private Wealth's MRK Position: Q1 2026 in Review
BOK Financial Private Wealth reduced its Merck (MRK) stake by 11% in Q1 2026, selling an estimated $58K and leaving 3,963 shares worth $480K. The position accounts for 0.03% of the portfolio, ranked #125.
BOK Financial Private Wealth first reported a position in MRK in Q4 2014 and has held it in 38 quarters since. The position peaked at $1.55M in Q1 2022. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.
- BOK Financial Private Wealth held 3,963 shares of Merck worth $480K as of Q1 2026.
- BOK Financial Private Wealth sold 502 Merck shares in Q1 2026, an estimated $58K.
- Merck made up 0.03% of BOK Financial Private Wealth's portfolio in Q1 2026, its #125 holding.
- BOK Financial Private Wealth first reported a position in Merck in Q4 2014 and has held it in 38 quarters since.
- BOK Financial Private Wealth's Merck position peaked at $1.55M in Q1 2022.
- 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.
Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.