Duncan Williams Asset Management’s Merck MRK Stock Holding History

Duncan Williams Asset 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	$906K	Hold	7,052	–	–	0.2%	67
2026 Q1	$848K	Sell	7,052 -222	-3%	-$25.6K	0.24%	65
2025 Q4	$861K	Sell	7,274 -42	-0.6%	-$3.94K	0.21%	71
2025 Q3	$614K	Buy	7,316 +90	+1%	+$7.41K	0.17%	86
2025 Q2	$572K	Sell	7,226 -55	-0.8%	-$4.37K	0.18%	85
2025 Q1	$654K	Sell	7,281 -375	-5%	-$35K	0.24%	70
2024 Q4	$762K	Buy	7,656 +3,045	+66%	+$314K	0.3%	59
2024 Q3	$524K	Buy	+4,611	New	+$548K	0.29%	70
2024 Q2	–	Sell	-2,519	Closed	-$332K	–	68
2024 Q1	$332K	Buy	+2,519	New	+$310K	0.3%	52

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Duncan Williams Asset Management's MRK Position: Q2 2026 in Review

Duncan Williams Asset Management held its Merck (MRK) position steady in Q2 2026 at 7,052 shares worth $906K. The position accounts for 0.2% of the portfolio, ranked #67.

Duncan Williams Asset Management first reported a position in MRK in Q1 2024 and has held it in 9 quarters since. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Duncan Williams Asset Management held 7,052 shares of Merck worth $906K as of Q2 2026.
Duncan Williams Asset Management left its Merck share count unchanged in Q2 2026.
Merck made up 0.2% of Duncan Williams Asset Management's portfolio in Q2 2026, its #67 holding.
Duncan Williams Asset Management first reported a position in Merck in Q1 2024 and has held it in 9 quarters since.
3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Duncan Williams Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.