BCM
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Boreal Capital Management’s Merck MRK Stock Holding History

Boreal Capital 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
Q2 		$50.4K Sell
390
-2,342
-86% -$274K 0.04% 187
2026
Q1 		$331K Hold
2,732
– – 0.27% 82
2025
Q4 		$290K Sell
2,732
-620
-18% -$58.2K 0.22% 103
2025
Q3 		$284K Buy
3,352
+53
+2% +$4.37K 0.23% 102
2025
Q2 		$264K Buy
+3,299
New +$262K 0.22% 110

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

Boreal Capital Management's MRK Position: Q2 2026 in Review

Boreal Capital Management reduced its Merck (MRK) stake by 86% in Q2 2026, selling an estimated $274K and leaving 390 shares worth $50.4K. The position accounts for 0.04% of the portfolio, ranked #187.

Boreal Capital Management first reported a position in MRK in Q2 2025 and has held it in 5 quarters since. The position peaked at $331K in Q1 2026. 3,841 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Boreal Capital Management held 390 shares of Merck worth $50.4K as of Q2 2026.
  • Boreal Capital Management sold 2,342 Merck shares in Q2 2026, an estimated $274K.
  • Merck made up 0.04% of Boreal Capital Management's portfolio in Q2 2026, its #187 holding.
  • Boreal Capital Management first reported a position in Merck in Q2 2025 and has held it in 5 quarters since.
  • Boreal Capital Management's Merck position peaked at $331K in Q1 2026.
  • 3,841 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Boreal Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.