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Bullock Wealth Management’s Merck MRK Stock Holding History

Bullock Wealth 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 		$543K Buy
4,333
+17
+0.4% +$1.99K 0.24% 97
2026
Q1 		$522K Buy
4,316
+17
+0.4% +$1.96K 0.26% 90
2025
Q4 		$453K Sell
4,299
-1
-0% -$94 0.22% 95
2025
Q3 		$388K Buy
4,300
+470
+12% +$38.7K 0.19% 107
2025
Q2 		$313K Buy
3,830
+18
+0.5% +$1.43K 0.17% 112
2025
Q1 		$332K Sell
3,812
-107
-3% -$9.99K 0.19% 108
2024
Q4 		$390K Sell
3,919
-478
-11% -$49.3K 0.23% 95
2024
Q3 		$505K Sell
4,397
-199
-4% -$23.6K 0.3% 80
2024
Q2 		$588K Sell
4,596
-441
-9% -$56.8K 0.39% 67
2024
Q1 		$660K Buy
+5,037
New +$621K 0.44% 60

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 $3.38T AUM 44.17% 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

Bullock Wealth Management's MRK Position: Q2 2026 in Review

Bullock Wealth Management increased its Merck (MRK) stake by 0.39% in Q2 2026, buying an estimated $1.99K and bringing the position to 4,333 shares worth $543K. The position accounts for 0.24% of the portfolio, ranked #97.

Bullock Wealth Management first reported a position in MRK in Q1 2024 and has held it in 10 quarters since. The position peaked at $660K in Q1 2024. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Bullock Wealth Management held 4,333 shares of Merck worth $543K as of Q2 2026.
  • Bullock Wealth Management bought 17 Merck shares in Q2 2026, an estimated $1.99K.
  • Merck made up 0.24% of Bullock Wealth Management's portfolio in Q2 2026, its #97 holding.
  • Bullock Wealth Management first reported a position in Merck in Q1 2024 and has held it in 10 quarters since.
  • Bullock Wealth Management's Merck position peaked at $660K in Q1 2024.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.