Halbert Hargrove Global Advisors’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.5K Buy
51
+16
+46% +$1.87K ﹤0.01% 330
2026
Q1
$4.21K Hold
35
﹤0.01% 327
2025
Q4
$3.69K Sell
35
-266
-88% -$25K ﹤0.01% 330
2025
Q3
$25.3K Sell
301
-447
-60% -$36.8K ﹤0.01% 233
2025
Q2
$59.2K Buy
748
+469
+168% +$37.3K ﹤0.01% 142
2025
Q1
$25K Sell
279
-4
-1% -$373 ﹤0.01% 180
2024
Q4
$28.2K Buy
+283
New +$29.2K ﹤0.01% 179
2023
Q2
Sell
-5,632
Closed -$599K 142
2023
Q1
$599K Buy
5,632
+783
+16% +$84.5K 0.04% 70
2022
Q4
$538K Buy
4,849
+363
+8% +$37.1K 0.04% 76
2022
Q3
$386K Buy
4,486
+519
+13% +$46.3K 0.03% 88
2022
Q2
$362K Sell
3,967
-143
-3% -$12.7K 0.03% 89
2022
Q1
$337K Buy
4,110
+109
+3% +$8.59K 0.02% 102
2021
Q4
$307K Buy
4,001
+167
+4% +$13.3K 0.02% 114
2021
Q3
$288K Sell
3,834
-234
-6% -$17.8K 0.02% 111
2021
Q2
$316K Sell
4,068
-84
-2% -$6.25K 0.02% 103
2021
Q1
$306K Sell
4,152
-34
-0.8% -$2.51K 0.02% 89
2020
Q4
$326K Sell
4,186
-77
-2% -$5.89K 0.02% 76
2020
Q3
$338K Buy
4,263
+230
+6% +$18K 0.03% 64
2020
Q2
$298K Sell
4,033
-136
-3% -$10.2K 0.04% 63
2020
Q1
$306K Buy
4,169
+110
+3% +$8.64K 0.05% 54
2019
Q4
$352K Sell
4,059
-458
-10% -$37.6K 0.09% 52
2019
Q3
$363K Buy
4,517
+182
+4% +$14.6K 0.1% 53
2019
Q2
$347K Sell
4,335
-10
-0.2% -$766 0.09% 52
2019
Q1
$345K Sell
4,345
-182
-4% -$13.6K 1.22% 25
2018
Q4
$330K Buy
4,527
+22
+0.5% +$1.55K 0.08% 52
2018
Q3
$305K Sell
4,505
-167
-4% -$10.6K 0.08% 51
2018
Q2
$271K Buy
4,672
+224
+5% +$12.6K 0.07% 57
2018
Q1
$231K Sell
4,448
-191
-4% -$10.3K 0.06% 62
2017
Q4
$249K Sell
4,639
-534
-10% -$29.6K 0.07% 57
2017
Q3
$316K Sell
5,173
-1,293
-20% -$78.4K 0.09% 44
2017
Q2
$395K Sell
6,466
-43
-0.7% -$2.62K 0.11% 37
2017
Q1
$395K Sell
6,509
-226
-3% -$13.7K 0.1% 44
2016
Q4
$378K Buy
6,735
+448
+7% +$26.2K 0.11% 40
2016
Q3
$374K Sell
6,287
-503
-7% -$29.4K 0.11% 37
2016
Q2
$373K Buy
6,790
+169
+3% +$8.99K 0.11% 39
2016
Q1
$334K Sell
6,621
-943
-12% -$46.2K 0.12% 44
2015
Q4
$381K Sell
7,564
-474
-6% -$23.9K 0.16% 44
2015
Q3
$379K Sell
8,038
-10,521
-57% -$559K 0.19% 39
2015
Q2
$1.01M Sell
18,559
-1,733
-9% -$97.2K 0.25% 29
2015
Q1
$1.11M Buy
20,292
+9,274
+84% +$525K 0.36% 23
2014
Q4
$597K Sell
11,018
-405
-4% -$22.6K 0.3% 31
2014
Q3
$646K Buy
11,423
+990
+9% +$55.6K 0.18% 41
2014
Q2
$576K Buy
10,433
+1,010
+11% +$55.1K 0.17% 33
2014
Q1
$510K Sell
9,423
-579
-6% -$30K 0.16% 38
2013
Q4
$478K Buy
10,002
+2,527
+34% +$116K 0.15% 47
2013
Q3
$340K Sell
7,475
-174
-2% -$7.94K 0.11% 66
2013
Q2
$339K Buy
+7,649
New +$342K 0.12% 70

Other funds holding MRK

Halbert Hargrove Global Advisors's MRK Position: Q2 2026 in Review

Halbert Hargrove Global Advisors increased its Merck (MRK) stake by 46% in Q2 2026, buying an estimated $1.87K and bringing the position to 51 shares worth $6.5K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

Halbert Hargrove Global Advisors first reported a position in MRK in Q2 2013 and has held it in 47 quarters since. The position peaked at $1.11M in Q1 2015. 1,495 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Halbert Hargrove Global Advisors held 51 shares of Merck worth $6.5K as of Q2 2026.
  • Halbert Hargrove Global Advisors bought 16 Merck shares in Q2 2026, an estimated $1.87K.
  • Merck made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #330 holding.
  • Halbert Hargrove Global Advisors first reported a position in Merck in Q2 2013 and has held it in 47 quarters since.
  • Halbert Hargrove Global Advisors's Merck position peaked at $1.11M in Q1 2015.
  • 1,495 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.