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Burton Enright Welch’s Merck MRK Stock Holding History

Burton Enright Welch’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 		$229K Sell
1,782
-402
-18% -$47.1K 0.03% 133
2026
Q1 		$263K Buy
+2,184
New +$252K 0.04% 121
2024
Q3 		– Sell
-1,629
Closed -$202K – 98
2024
Q2 		$202K Sell
1,629
-130
-7% -$16.7K 0.05% 92
2024
Q1 		$232K Buy
+1,759
New +$217K 0.06% 80

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

Burton Enright Welch's MRK Position: Q2 2026 in Review

Burton Enright Welch reduced its Merck (MRK) stake by 18% in Q2 2026, selling an estimated $47.1K and leaving 1,782 shares worth $229K. The position accounts for 0.03% of the portfolio, ranked #133.

Burton Enright Welch first reported a position in MRK in Q1 2024 and has held it in 4 quarters since. The position peaked at $263K in Q1 2026. 3,829 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Burton Enright Welch held 1,782 shares of Merck worth $229K as of Q2 2026.
  • Burton Enright Welch sold 402 Merck shares in Q2 2026, an estimated $47.1K.
  • Merck made up 0.03% of Burton Enright Welch's portfolio in Q2 2026, its #133 holding.
  • Burton Enright Welch first reported a position in Merck in Q1 2024 and has held it in 4 quarters since.
  • Burton Enright Welch's Merck position peaked at $263K in Q1 2026.
  • 3,829 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.