Fulcrum Asset Management’s Merck MRK Stock Holding History

Fulcrum 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	$1.57M	Sell	12,112 -11,680	-49%	-$1.37M	0.16%	168
2026 Q1	$2.81M	Buy	23,792 +1,066	+5%	+$123K	0.42%	63
2025 Q4	$2.41M	Sell	22,726 -673	-3%	-$63.2K	0.67%	40
2025 Q3	$1.96M	Sell	23,399 -650	-3%	-$53.5K	0.54%	50
2025 Q2	$1.9M	Buy	+24,049	New	+$1.91M	0.54%	49
2022 Q1	–	Hold	0	–	–	–	70
2021 Q4	–	Hold	0	–	–	–	27
2021 Q3	–	Hold	0	–	–	–	27
2021 Q2	–	Hold	0	–	–	–	32
2021 Q1	–	Hold	0	–	–	–	21

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

Fulcrum Asset Management's MRK Position: Q2 2026 in Review

Fulcrum Asset Management reduced its Merck (MRK) stake by 49% in Q2 2026, selling an estimated $1.37M and leaving 12,112 shares worth $1.57M. The position accounts for 0.16% of the portfolio, ranked #168.

Fulcrum Asset Management first reported a position in MRK in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.81M in Q1 2026. 3,844 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Fulcrum Asset Management held 12,112 shares of Merck worth $1.57M as of Q2 2026.
Fulcrum Asset Management sold 11,680 Merck shares in Q2 2026, an estimated $1.37M.
Merck made up 0.16% of Fulcrum Asset Management's portfolio in Q2 2026, its #168 holding.
Fulcrum Asset Management first reported a position in Merck in Q2 2025 and has held it in 5 quarters since.
Fulcrum Asset Management's Merck position peaked at $2.81M in Q1 2026.
3,844 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.