HAM
MRK icon

Harmony Asset Management’s Merck MRK Stock Holding History

Harmony 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 		$418K Sell
3,252
-275
-8% -$32.2K 0.11% 141
2026
Q1 		$424K Buy
3,527
+1,606
+84% +$185K 0.13% 131
2025
Q4 		$202K Buy
+1,921
New +$180K 0.07% 179
2025
Q3 		– Sell
-4,301
Closed -$340K – 175
2025
Q2 		$340K Hold
4,301
– – 0.13% 129
2025
Q1 		$386K Sell
4,301
-525
-11% -$49K 0.16% 118
2024
Q4 		$480K Sell
4,826
-2,716
-36% -$280K 0.19% 101
2024
Q3 		$856K Sell
7,542
-5,574
-42% -$662K 0.31% 68
2024
Q2 		$1.62M Sell
13,116
-5,060
-28% -$652K 0.68% 41
2024
Q1 		$2.4M Hold
18,176
– – 0.99% 33
2023
Q4 		$1.98M Buy
+18,176
New +$1.89M 0.84% 41

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

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

Harmony Asset Management reduced its Merck (MRK) stake by 7.8% in Q2 2026, selling an estimated $32.2K and leaving 3,252 shares worth $418K. The position accounts for 0.11% of the portfolio, ranked #141.

Harmony Asset Management first reported a position in MRK in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.4M in Q1 2024. 3,820 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Harmony Asset Management held 3,252 shares of Merck worth $418K as of Q2 2026.
  • Harmony Asset Management sold 275 Merck shares in Q2 2026, an estimated $32.2K.
  • Merck made up 0.11% of Harmony Asset Management's portfolio in Q2 2026, its #141 holding.
  • Harmony Asset Management first reported a position in Merck in Q4 2023 and has held it in 10 quarters since.
  • Harmony Asset Management's Merck position peaked at $2.4M in Q1 2024.
  • 3,820 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Harmony Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.