BCM
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Brookstone Capital Management’s Merck MRK Stock Holding History

Brookstone 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 		$16.7M Buy
130,290
+14,460
+12% +$1.69M 0.17% 146
2026
Q1 		$13.9M Buy
115,830
+13,725
+13% +$1.58M 0.16% 159
2025
Q4 		$10.7M Sell
102,105
-3,320
-3% -$312K 0.12% 195
2025
Q3 		$8.85M Buy
105,425
+42,138
+67% +$3.47M 0.11% 221
2025
Q2 		$5.01M Sell
63,287
-12,786
-17% -$1.02M 0.07% 279
2025
Q1 		$6.83M Buy
76,073
+9,562
+14% +$893K 0.1% 226
2024
Q4 		$6.62M Sell
66,511
-7,279
-10% -$750K 0.1% 219
2024
Q3 		$8.38M Buy
73,790
+8,237
+13% +$979K 0.12% 182
2024
Q2 		$8.25M Buy
65,553
+1,077
+2% +$139K 0.14% 173
2024
Q1 		$8.51M Buy
64,476
+4,296
+7% +$530K 0.15% 157
2023
Q4 		$6.56M Buy
60,180
+9,977
+20% +$1.04M 0.13% 170
2023
Q3 		$5.04M Buy
50,203
+491
+1% +$52.9K 0.11% 185
2023
Q2 		$5.42M Buy
49,712
+290
+0.6% +$32.9K 0.11% 187
2023
Q1 		$5.68M Sell
49,422
-19,505
-28% -$2.11M 0.11% 174
2022
Q4 		$7.92M Sell
68,927
-106,284
-61% -$10.9M 0.16% 139
2022
Q3 		$15.8M Sell
175,211
-6,327
-3% -$565K 0.37% 73
2022
Q2 		$16.8M Buy
181,538
+52,887
+41% +$4.69M 0.37% 72
2022
Q1 		$11.1M Sell
128,651
-801
-0.6% -$63.2K 0.22% 100
2021
Q4 		$10.4M Buy
129,452
+29,231
+29% +$2.33M 0.18% 115
2021
Q3 		$7.91M Buy
100,221
+25,880
+35% +$1.97M 0.14% 135
2021
Q2 		$5.77M Buy
74,341
+14,212
+24% +$1.06M 0.1% 169
2021
Q1 		$4.42M Buy
60,129
+10,265
+21% +$757K 0.17% 111
2020
Q4 		$3.89M Sell
49,864
-1,089
-2% -$83.3K 0.15% 116
2020
Q3 		$4.03M Buy
50,953
+12,681
+33% +$993K 0.19% 85
2020
Q2 		$2.82M Buy
38,272
+25,457
+199% +$1.92M 0.18% 85
2020
Q1 		$941K Sell
12,815
-6,205
-33% -$488K 0.05% 167
2019
Q4 		$1.65M Buy
19,020
+8,848
+87% +$727K 0.08% 134
2019
Q3 		$817K Buy
10,172
+869
+9% +$69.6K 0.04% 211
2019
Q2 		$744K Buy
9,303
+1,110
+14% +$85K 0.04% 204
2019
Q1 		$650K Sell
8,193
-1,476
-15% -$110K 0.04% 174
2018
Q4 		$705K Sell
9,669
-68,454
-88% -$4.83M 0.05% 153
2018
Q3 		$5.29M Sell
78,123
-13,066
-14% -$832K 0.4% 61
2018
Q2 		$5.28M Sell
91,189
-20,270
-18% -$1.14M 0.46% 54
2018
Q1 		$5.79M Buy
111,459
+2,892
+3% +$156K 0.53% 50
2017
Q4 		$5.83M Buy
108,567
+13,979
+15% +$775K 0.52% 53
2017
Q3 		$5.78M Sell
94,588
-6,236
-6% -$378K 0.52% 72
2017
Q2 		$6.17M Buy
100,824
+801
+0.8% +$48.8K 0.59% 59
2017
Q1 		$6.06M Buy
100,023
+10,618
+12% +$644K 0.61% 55
2016
Q4 		$5.02M Buy
89,405
+12,528
+16% +$733K 0.55% 73
2016
Q3 		$4.58M Buy
76,877
+4,843
+7% +$283K 0.5% 54
2016
Q2 		$3.96M Buy
72,034
+9,357
+15% +$498K 0.52% 45
2016
Q1 		$3.17M Buy
62,677
+55,977
+835% +$2.74M 0.48% 53
2015
Q4 		$338K Sell
6,700
-300
-4% -$15.1K 0.07% 108
2015
Q3 		$330K Sell
7,000
-60,952
-90% -$3.24M 0.06% 111
2015
Q2 		$3.69M Buy
67,952
+13,704
+25% +$769K 0.46% 28
2015
Q1 		$2.98M Buy
54,248
+17,425
+47% +$987K 0.45% 30
2014
Q4 		$2M Buy
36,823
+20,559
+126% +$1.15M 0.33% 34
2014
Q3 		$920K Buy
16,264
+10,490
+182% +$589K 0.17% 49
2014
Q2 		$319K Buy
5,774
+238
+4% +$13K 0.07% 81
2014
Q1 		$300K Sell
5,536
-127
-2% -$6.58K 0.08% 82
2013
Q4 		$270K Buy
+5,663
New +$259K 0.08% 90

Other funds holding MRK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

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

Brookstone Capital Management increased its Merck (MRK) stake by 12% in Q2 2026, buying an estimated $1.69M and bringing the position to 130,290 shares worth $16.7M. The position accounts for 0.17% of the portfolio, ranked #146.

Brookstone Capital Management first reported a position in MRK in Q4 2013 and has held it in 51 quarters since. The position peaked at $16.8M in Q2 2022. 1,038 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Brookstone Capital Management held 130,290 shares of Merck worth $16.7M as of Q2 2026.
  • Brookstone Capital Management bought 14,460 Merck shares in Q2 2026, an estimated $1.69M.
  • Merck made up 0.17% of Brookstone Capital Management's portfolio in Q2 2026, its #146 holding.
  • Brookstone Capital Management first reported a position in Merck in Q4 2013 and has held it in 51 quarters since.
  • Brookstone Capital Management's Merck position peaked at $16.8M in Q2 2022.
  • 1,038 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.