KMWM
MRK icon

Keudell/Morrison Wealth Management’s Merck MRK Stock Holding History

Keudell/Morrison 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 		$1.7M Sell
13,268
-108
-0.8% -$12.6K 0.32% 53
2026
Q1 		$1.61M Buy
13,376
+719
+6% +$83K 0.33% 52
2025
Q4 		$1.33M Buy
+12,657
New +$1.19M 0.28% 60
2025
Q2 		$945K Sell
11,939
-816
-6% -$64.9K 0.21% 72
2025
Q1 		$1.14M Buy
12,755
+301
+2% +$28.1K 0.27% 59
2024
Q4 		$1.24M Sell
12,454
-260
-2% -$26.8K 0.32% 56
2024
Q3 		$1.44M Buy
12,714
+210
+2% +$24.9K 0.39% 52
2024
Q2 		$1.55M Sell
12,504
-117
-0.9% -$15.1K 0.45% 49
2024
Q1 		$1.67M Buy
12,621
+151
+1% +$18.6K 0.5% 41
2023
Q4 		$1.36M Buy
12,470
+164
+1% +$17K 0.45% 47
2023
Q3 		$1.27M Sell
12,306
-118
-0.9% -$12.7K 0.39% 51
2023
Q2 		$1.43M Sell
12,424
-226
-2% -$25.7K 0.41% 46
2023
Q1 		$1.35M Sell
12,650
-2,096
-14% -$226K 0.4% 46
2022
Q4 		$1.64M Sell
14,746
-1,438
-9% -$147K 0.53% 35
2022
Q3 		$1.39M Sell
16,184
-319
-2% -$28.5K 0.52% 36
2022
Q2 		$1.5M Sell
16,503
-807
-5% -$71.5K 0.55% 37
2022
Q1 		$1.42M Sell
17,310
-960
-5% -$75.7K 0.59% 44
2021
Q4 		$1.4M Sell
18,270
-62
-0.3% -$4.94K 0.55% 44
2021
Q3 		$1.38M Buy
18,332
+453
+3% +$34.5K 0.59% 42
2021
Q2 		$1.39M Buy
17,879
+1,753
+11% +$130K 0.76% 39
2021
Q1 		$1.19M Sell
16,126
-301
-2% -$22.2K 0.69% 46
2020
Q4 		$1.28M Buy
16,427
+1,347
+9% +$103K 0.81% 35
2020
Q3 		$1.19M Buy
15,080
+481
+3% +$37.7K 0.77% 34
2020
Q2 		$1.08M Buy
14,599
+99
+0.7% +$7.45K 0.89% 34
2020
Q1 		$1.06M Buy
14,500
+947
+7% +$74.4K 1.04% 28
2019
Q4 		$1.18M Buy
13,553
+476
+4% +$39.1K 0.81% 38
2019
Q3 		$1.05M Buy
13,077
+35
+0.3% +$2.81K 0.87% 39
2019
Q2 		$1.05M Buy
13,042
+8
+0.1% +$613 0.92% 40
2019
Q1 		$1.03M Buy
+13,034
New +$975K 0.91% 39

Other funds holding MRK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Keudell/Morrison Wealth Management's MRK Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its Merck (MRK) stake by 0.81% in Q2 2026, selling an estimated $12.6K and leaving 13,268 shares worth $1.7M. The position accounts for 0.32% of the portfolio, ranked #53.

Keudell/Morrison Wealth Management first reported a position in MRK in Q1 2019 and has held it in 29 quarters since. 711 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Keudell/Morrison Wealth Management held 13,268 shares of Merck worth $1.7M as of Q2 2026.
  • Keudell/Morrison Wealth Management sold 108 Merck shares in Q2 2026, an estimated $12.6K.
  • Merck made up 0.32% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #53 holding.
  • Keudell/Morrison Wealth Management first reported a position in Merck in Q1 2019 and has held it in 29 quarters since.
  • 711 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.