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Campbell Deegan Wealth Management’s Merck MRK Stock Holding History

Campbell Deegan 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 		$556K Sell
4,327
-294
-6% -$34.4K 0.39% 22
2026
Q1 		$556K Sell
4,621
-2,210
-32% -$255K 0.44% 22
2025
Q4 		$719K Buy
6,831
+1,325
+24% +$124K 0.58% 15
2025
Q3 		$462K Hold
5,506
– – 0.41% 21
2025
Q2 		$436K Buy
5,506
+2
+0% +$159 0.43% 21
2025
Q1 		$494K Sell
5,504
-409
-7% -$38.2K 0.57% 18
2024
Q4 		$588K Buy
+5,913
New +$610K 0.71% 15

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

Campbell Deegan Wealth Management's MRK Position: Q2 2026 in Review

Campbell Deegan Wealth Management reduced its Merck (MRK) stake by 6.4% in Q2 2026, selling an estimated $34.4K and leaving 4,327 shares worth $556K. The position accounts for 0.39% of the portfolio, ranked #22.

Campbell Deegan Wealth Management first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. The position peaked at $719K in Q4 2025. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Campbell Deegan Wealth Management held 4,327 shares of Merck worth $556K as of Q2 2026.
  • Campbell Deegan Wealth Management sold 294 Merck shares in Q2 2026, an estimated $34.4K.
  • Merck made up 0.39% of Campbell Deegan Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Campbell Deegan Wealth Management first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
  • Campbell Deegan Wealth Management's Merck position peaked at $719K in Q4 2025.
  • 3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Campbell Deegan Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.