Hollow Brook Wealth Management’s Merck MRK Stock Holding History

Hollow Brook Wealth 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	$529K	Hold	4,113	–	–	0.11%	65
2026 Q1	$498K	Hold	4,113	–	–	0.13%	60
2025 Q4	$436K	Sell	4,113 -1,122	-21%	-$105K	0.11%	67
2025 Q3	$439K	Buy	5,235 +829	+19%	+$68.3K	0.1%	76
2025 Q2	$349K	Sell	4,406 -19	-0.4%	-$1.51K	0.1%	72
2025 Q1	$397K	Buy	4,425 +17	+0.4%	+$1.59K	0.12%	67
2024 Q4	$439K	Buy	4,408 +704	+19%	+$72.6K	0.13%	61
2024 Q3	$423K	Buy	3,704 +174	+5%	+$20.7K	0.13%	68
2024 Q2	$437K	Hold	3,530	–	–	0.15%	61
2024 Q1	$466K	Hold	3,530	–	–	0.17%	61
2023 Q4	$388K	Sell	3,530 -684	-16%	-$71K	0.15%	64
2023 Q3	$437K	Hold	4,214	–	–	0.18%	62
2023 Q2	$489K	Buy	4,214 +1,672	+66%	+$190K	0.21%	59
2023 Q1	$272K	Hold	2,542	–	–	0.13%	72
2022 Q4	$284K	Buy	+2,542	New	+$260K	0.14%	71
2020 Q1	–	Sell	-2,359	Closed	-$205K	–	55
2019 Q4	$205K	Buy	+2,359	New	+$194K	0.11%	57
2016 Q4	–	Sell	-3,560	Closed	-$212K	–	50
2016 Q3	$212K	Buy	+3,560	New	+$208K	0.13%	50
2015 Q1	–	Sell	-5,030	Closed	-$273K	–	59
2014 Q4	$273K	Hold	5,030	–	–	0.09%	49
2014 Q3	$285K	Hold	5,030	–	–	0.09%	49
2014 Q2	$278K	Buy	+5,030	New	+$274K	0.09%	48

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 $3.38T AUM 44.17% 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

Hollow Brook Wealth Management's MRK Position: Q2 2026 in Review

Hollow Brook Wealth Management held its Merck (MRK) position steady in Q2 2026 at 4,113 shares worth $529K. The position accounts for 0.11% of the portfolio, ranked #65.

Hollow Brook Wealth Management first reported a position in MRK in Q2 2014 and has held it in 20 quarters since. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Hollow Brook Wealth Management held 4,113 shares of Merck worth $529K as of Q2 2026.
Hollow Brook Wealth Management left its Merck share count unchanged in Q2 2026.
Merck made up 0.11% of Hollow Brook Wealth Management's portfolio in Q2 2026, its #65 holding.
Hollow Brook Wealth Management first reported a position in Merck in Q2 2014 and has held it in 20 quarters since.
3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Hollow Brook Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.