EWM
MRK icon

Edge Wealth Management’s Merck MRK Stock Holding History

Edge 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 		$15.9M Buy
123,674
+239
+0.2% +$28K 2.67% 15
2026
Q1 		$14.8M Buy
123,435
+329
+0.3% +$38K 2.54% 16
2025
Q4 		$13M Sell
123,106
-1,581
-1% -$148K 2.29% 16
2025
Q3 		$10.5M Buy
124,687
+285
+0.2% +$23.5K 1.85% 21
2025
Q2 		$9.85M Buy
124,402
+383
+0.3% +$30.4K 1.9% 21
2025
Q1 		$11.1M Buy
124,019
+2,032
+2% +$190K 2.26% 20
2024
Q4 		$12.1M Sell
121,987
-1,574
-1% -$162K 2.46% 16
2024
Q3 		$14M Sell
123,561
-450
-0.4% -$53.5K 2.82% 15
2024
Q2 		$15.4M Sell
124,011
-2,647
-2% -$341K 3.23% 10
2024
Q1 		$16.7M Sell
126,658
-1,555
-1% -$192K 3.51% 10
2023
Q4 		$14M Sell
128,213
-2,229
-2% -$231K 3.06% 11
2023
Q3 		$13.4M Sell
130,442
-2,509
-2% -$270K 3.14% 9
2023
Q2 		$15.3M Buy
132,951
+3,128
+2% +$355K 3.35% 7
2023
Q1 		$13.8M Sell
129,823
-3,451
-3% -$373K 3.16% 7
2022
Q4 		$14.7M Sell
133,274
-10,852
-8% -$1.11M 3.42% 7
2022
Q3 		$12.5M Buy
144,126
+2,099
+1% +$187K 2.76% 13
2022
Q2 		$12.9M Sell
142,027
-704
-0.5% -$62.4K 2.8% 13
2022
Q1 		$11.7M Buy
142,731
+2,428
+2% +$191K 2.31% 17
2021
Q4 		$10.8M Sell
140,303
-2,117
-1% -$169K 1.97% 21
2021
Q3 		$10.7M Buy
142,420
+4,357
+3% +$331K 2.09% 20
2021
Q2 		$10.8M Sell
138,063
-3,343
-2% -$249K 2.19% 18
2021
Q1 		$10.4M Buy
141,406
+12,262
+9% +$904K 2.21% 16
2020
Q4 		$10M Sell
129,144
-13,769
-10% -$1.05M 2.28% 13
2020
Q3 		$11.3M Sell
142,913
-14,922
-9% -$1.17M 2.6% 7
2020
Q2 		$11.6M Buy
157,835
+161
+0.1% +$12.1K 2.21% 12
2020
Q1 		$11.5M Buy
157,674
+2,963
+2% +$233K 2.5% 9
2019
Q4 		$13.4M Buy
154,711
+5,364
+4% +$441K 2.67% 11
2019
Q3 		$12M Sell
149,347
-4,061
-3% -$325K 2.76% 9
2019
Q2 		$12.2M Buy
153,408
+12,320
+9% +$943K 2.7% 10
2019
Q1 		$11.2M Sell
141,088
-16,906
-11% -$1.26M 2.76% 11
2018
Q4 		$11.5M Sell
157,994
-1,380
-0.9% -$97.4K 3.25% 8
2018
Q3 		$10.8M Sell
159,374
-9,386
-6% -$598K 2.59% 13
2018
Q2 		$9.78M Buy
168,760
+4,305
+3% +$243K 2.49% 13
2018
Q1 		$8.55M Buy
164,455
+46,109
+39% +$2.49M 2.27% 17
2017
Q4 		$6.37M Buy
118,346
+93,658
+379% +$5.19M 1.8% 19
2017
Q3 		$1.5M Buy
24,688
+44
+0.2% +$2.67K 0.45% 38
2017
Q2 		$1.51M Sell
24,644
-103
-0.4% -$6.27K 0.47% 37
2017
Q1 		$1.5M Buy
24,747
+183
+0.7% +$11.1K 0.52% 33
2016
Q4 		$1.38M Buy
24,564
+60
+0.2% +$3.51K 0.52% 36
2016
Q3 		$1.46M Sell
24,504
-8,875
-27% -$519K 0.62% 34
2016
Q2 		$1.83M Sell
33,379
-3,027
-8% -$161K 0.76% 32
2016
Q1 		$1.84M Sell
36,406
-171,638
-83% -$8.41M 0.83% 33
2015
Q4 		$10.5M Sell
208,044
-14,115
-6% -$712K 3.98% 4
2015
Q3 		$10.4M Sell
222,159
-2,666
-1% -$142K 3.92% 3
2015
Q2 		$12.2M Sell
224,825
-14,046
-6% -$788K 4.18% 2
2015
Q1 		$13.2M Sell
238,871
-11,369
-5% -$644K 4.43% 3
2014
Q4 		$13.6M Buy
250,240
+625
+0.3% +$34.8K 4.99% 3
2014
Q3 		$14.2M Sell
249,615
-5,845
-2% -$328K 5.46% 1
2014
Q2 		$14.1M Buy
255,460
+15,397
+6% +$840K 5.86% 1
2014
Q1 		$13M Sell
240,063
-4,275
-2% -$221K 5.44% 1
2013
Q4 		$11.7M Buy
244,338
+57,269
+31% +$2.62M 5.39% 1
2013
Q3 		$8.5M Buy
187,069
+12,080
+7% +$552K 5.19% 2
2013
Q2 		$7.83M Buy
+174,989
New +$7.82M 5.23% 3

Other funds holding MRK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Edge Wealth Management increased its Merck (MRK) stake by 0.19% in Q2 2026, buying an estimated $28K and bringing the position to 123,674 shares worth $15.9M. The position accounts for 2.67% of the portfolio, ranked #15.

Edge Wealth Management first reported a position in MRK in Q2 2013 and has held it in 53 quarters since. The position peaked at $16.7M in Q1 2024. 711 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Edge Wealth Management held 123,674 shares of Merck worth $15.9M as of Q2 2026.
  • Edge Wealth Management bought 239 Merck shares in Q2 2026, an estimated $28K.
  • Merck made up 2.67% of Edge Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Edge Wealth Management first reported a position in Merck in Q2 2013 and has held it in 53 quarters since.
  • Edge Wealth Management's Merck position peaked at $16.7M in Q1 2024.
  • 711 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Edge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.