FAM
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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
2025
Q2 		– Sell
-22,554
Closed -$1.57M – 305
2025
Q1 		$1.57M Buy
+22,554
New +$2.11M 0.3% 87

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

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.