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BXM Wealth’s Merck MRK Stock Holding History

BXM Wealth’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 		$395K Hold
3,073
– – 0.21% 105
2026
Q1 		$370K Sell
3,073
-4,999
-62% -$577K 0.28% 82
2025
Q4 		$307K Buy
8,072
+5,529
+217% +$519K 0.24% 91
2025
Q3 		$213K Buy
+2,543
New +$209K 0.2% 119
2025
Q2 		– Sell
-2,530
Closed -$227K – 116
2025
Q1 		$227K Hold
2,530
– – 0.27% 93
2024
Q4 		$252K Buy
+2,530
New +$261K 0.35% 79

Other funds holding MRK

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

BXM Wealth's MRK Position: Q2 2026 in Review

BXM Wealth held its Merck (MRK) position steady in Q2 2026 at 3,073 shares worth $395K. The position accounts for 0.21% of the portfolio, ranked #105.

BXM Wealth first reported a position in MRK in Q4 2024 and has held it in 6 quarters since. 1,346 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • BXM Wealth held 3,073 shares of Merck worth $395K as of Q2 2026.
  • BXM Wealth left its Merck share count unchanged in Q2 2026.
  • Merck made up 0.21% of BXM Wealth's portfolio in Q2 2026, its #105 holding.
  • BXM Wealth first reported a position in Merck in Q4 2024 and has held it in 6 quarters since.
  • 1,346 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.