Brandywine Oak 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
Q2 | $2.67M | Sell |
20,784
-200
| -1% | -$23.4K | 0.2% | 61 |
|
|
2026
Q1 | $2.52M | Sell |
20,984
-2,854
| -12% | -$329K | 0.21% | 59 |
|
|
2025
Q4 | $2.51M | Buy |
23,838
+520
| +2% | +$48.8K | 0.21% | 60 |
|
|
2025
Q3 | $1.96M | Sell |
23,318
-294
| -1% | -$24.2K | 0.17% | 66 |
|
|
2025
Q2 | $1.87M | Sell |
23,612
-174
| -0.7% | -$13.8K | 0.17% | 67 |
|
|
2025
Q1 | $2.14M | Sell |
23,786
-3,347
| -12% | -$312K | 0.21% | 60 |
|
|
2024
Q4 | $2.7M | Sell |
27,133
-719
| -3% | -$74.1K | 0.26% | 51 |
|
|
2024
Q3 | $3.16M | Buy |
27,852
+412
| +2% | +$48.9K | 0.31% | 47 |
|
|
2024
Q2 | $3.4M | Sell |
27,440
-190
| -0.7% | -$24.5K | 0.35% | 39 |
|
|
2024
Q1 | $3.65M | Sell |
27,630
-211
| -0.8% | -$26K | 0.38% | 38 |
|
|
2023
Q4 | $3.04M | Sell |
27,841
-79
| -0.3% | -$8.2K | 0.34% | 42 |
|
|
2023
Q3 | $2.87M | Sell |
27,920
-214
| -0.8% | -$23.1K | 0.34% | 43 |
|
|
2023
Q2 | $3.25M | Sell |
28,134
-419
| -1% | -$47.6K | 0.36% | 41 |
|
|
2023
Q1 | $3.04M | Buy |
28,553
+1,986
| +7% | +$214K | 0.35% | 40 |
|
|
2022
Q4 | $2.95M | Sell |
26,567
-920
| -3% | -$94K | 0.37% | 42 |
|
|
2022
Q3 | $2.37M | Sell |
27,487
-1,742
| -6% | -$156K | 0.32% | 50 |
|
|
2022
Q2 | $2.66M | Buy |
29,229
+293
| +1% | +$26K | 0.34% | 44 |
|
|
2022
Q1 | $2.37M | Sell |
28,936
-475
| -2% | -$37.5K | 0.27% | 67 |
|
|
2021
Q4 | $2.25M | Sell |
29,411
-1,875
| -6% | -$149K | 0.25% | 68 |
|
|
2021
Q3 | $2.35M | Buy |
31,286
+1,705
| +6% | +$130K | 0.27% | 64 |
|
|
2021
Q2 | $2.3M | Buy |
29,581
+9,929
| +51% | +$739K | 0.27% | 62 |
|
|
2021
Q1 | $1.45M | Sell |
19,652
-231
| -1% | -$17K | 0.21% | 71 |
|
|
2020
Q4 | $1.55M | Buy |
19,883
+1,040
| +6% | +$79.5K | 0.24% | 67 |
|
|
2020
Q3 | $1.49M | Sell |
18,843
-453
| -2% | -$35.5K | 0.25% | 62 |
|
|
2020
Q2 | $1.42M | Sell |
19,296
-1,080
| -5% | -$81.3K | 0.25% | 67 |
|
|
2020
Q1 | $1.5M | Buy |
20,376
+116
| +0.6% | +$9.12K | 0.31% | 55 |
|
|
2019
Q4 | $1.76M | Buy |
20,260
+1,197
| +6% | +$98.3K | 0.32% | 51 |
|
|
2019
Q3 | $1.53M | Buy |
19,063
+1,209
| +7% | +$96.9K | 0.29% | 56 |
|
|
2019
Q2 | $1.43M | Sell |
17,854
-416
| -2% | -$31.9K | 0.29% | 58 |
|
|
2019
Q1 | $1.45M | Buy |
18,270
+775
| +4% | +$58K | 0.3% | 52 |
|
|
2018
Q4 | $1.28M | Buy |
+17,495
| New | +$1.24M | 0.29% | 58 |
|
Other funds holding MRK
Brandywine Oak Private Wealth's MRK Position: Q2 2026 in Review
Brandywine Oak Private Wealth reduced its Merck (MRK) stake by 0.95% in Q2 2026, selling an estimated $23.4K and leaving 20,784 shares worth $2.67M. The position accounts for 0.2% of the portfolio, ranked #61.
Brandywine Oak Private Wealth first reported a position in MRK in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.65M in Q1 2024. 3,845 funds tracked by Wall St. Rank hold MRK as of Q2 2026.
- Brandywine Oak Private Wealth held 20,784 shares of Merck worth $2.67M as of Q2 2026.
- Brandywine Oak Private Wealth sold 200 Merck shares in Q2 2026, an estimated $23.4K.
- Merck made up 0.2% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #61 holding.
- Brandywine Oak Private Wealth first reported a position in Merck in Q4 2018 and has held it in 31 quarters since.
- Brandywine Oak Private Wealth's Merck position peaked at $3.65M in Q1 2024.
- 3,845 funds tracked by Wall St. Rank held Merck as of Q2 2026.
Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.