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
ATO
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.