Bruce G. Allen Investments’s Merck MRK Stock Holding History

Bruce G. Allen Investments’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	$506K	Buy	3,934 +48	+1%	+$5.62K	0.32%	38
2026 Q1	$467K	Sell	3,886 -272	-7%	-$31.4K	0.31%	42
2025 Q4	$438K	Buy	4,158 +291	+8%	+$27.3K	0.3%	40
2025 Q3	$325K	Sell	3,867 -12	-0.3%	-$988	0.23%	50
2025 Q2	$307K	Buy	3,879 +651	+20%	+$51.7K	0.23%	51
2025 Q1	$290K	Buy	3,228 +65	+2%	+$6.07K	0.23%	50
2024 Q4	$315K	Buy	3,163 +27	+0.9%	+$2.78K	0.26%	51
2024 Q3	$356K	Sell	3,136 -118	-4%	-$14K	0.28%	48
2024 Q2	$403K	Sell	3,254 -670	-17%	-$86.3K	0.34%	42
2024 Q1	$518K	Buy	3,924 +37	+1%	+$4.56K	0.43%	34
2023 Q4	$424K	Buy	+3,887	New	+$403K	0.39%	38

Other funds holding MRK

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Bruce G. Allen Investments's MRK Position: Q2 2026 in Review

Bruce G. Allen Investments increased its Merck (MRK) stake by 1.2% in Q2 2026, buying an estimated $5.62K and bringing the position to 3,934 shares worth $506K. The position accounts for 0.32% of the portfolio, ranked #38.

Bruce G. Allen Investments first reported a position in MRK in Q4 2023 and has held it in 11 quarters since. The position peaked at $518K in Q1 2024. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Bruce G. Allen Investments held 3,934 shares of Merck worth $506K as of Q2 2026.
Bruce G. Allen Investments bought 48 Merck shares in Q2 2026, an estimated $5.62K.
Merck made up 0.32% of Bruce G. Allen Investments's portfolio in Q2 2026, its #38 holding.
Bruce G. Allen Investments first reported a position in Merck in Q4 2023 and has held it in 11 quarters since.
Bruce G. Allen Investments's Merck position peaked at $518K in Q1 2024.
1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.