MWM
MRK icon

MBE Wealth Management’s Merck MRK Stock Holding History

MBE 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 		$427K Sell
3,323
-146
-4% -$17.1K 0.15% 94
2026
Q1 		$417K Buy
3,469
+38
+1% +$4.39K 0.17% 83
2025
Q4 		$361K Buy
3,431
+41
+1% +$3.85K 0.15% 86
2025
Q3 		$284K Sell
3,390
-117
-3% -$9.64K 0.12% 110
2025
Q2 		$278K Buy
3,507
+45
+1% +$3.58K 0.12% 103
2025
Q1 		$311K Buy
3,462
+32
+0.9% +$2.99K 0.15% 84
2024
Q4 		$341K Sell
3,430
-63
-2% -$6.5K 0.19% 62
2024
Q3 		$397K Sell
3,493
-99
-3% -$11.8K 0.22% 61
2024
Q2 		$445K Sell
3,592
-100
-3% -$12.9K 0.27% 53
2024
Q1 		$487K Sell
3,692
-500
-12% -$61.6K 0.3% 49
2023
Q4 		$457K Buy
4,192
+118
+3% +$12.2K 0.23% 53
2023
Q3 		$419K Sell
4,074
-72
-2% -$7.76K 0.24% 48
2023
Q2 		$478K Buy
4,146
+1
+0% +$114 0.26% 42
2023
Q1 		$441K Hold
4,145
– – 0.26% 40
2022
Q4 		$460K Buy
4,145
+1,438
+53% +$147K 0.3% 35
2022
Q3 		$233K Sell
2,707
-167
-6% -$14.9K 0.17% 54
2022
Q2 		$262K Buy
2,874
+2
+0.1% +$177 0.18% 52
2022
Q1 		$236K Buy
2,872
+73
+3% +$5.75K 0.14% 63
2021
Q4 		$214K Buy
+2,799
New +$223K 0.11% 59
2020
Q2 		– Sell
-1,644
Closed -$120K – 340
2020
Q1 		$120K Buy
+1,644
New +$129K 0.11% 63

Other funds holding MRK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MBE Wealth Management's MRK Position: Q2 2026 in Review

MBE Wealth Management reduced its Merck (MRK) stake by 4.2% in Q2 2026, selling an estimated $17.1K and leaving 3,323 shares worth $427K. The position accounts for 0.15% of the portfolio, ranked #94.

MBE Wealth Management first reported a position in MRK in Q1 2020 and has held it in 20 quarters since. The position peaked at $487K in Q1 2024. 1,752 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • MBE Wealth Management held 3,323 shares of Merck worth $427K as of Q2 2026.
  • MBE Wealth Management sold 146 Merck shares in Q2 2026, an estimated $17.1K.
  • Merck made up 0.15% of MBE Wealth Management's portfolio in Q2 2026, its #94 holding.
  • MBE Wealth Management first reported a position in Merck in Q1 2020 and has held it in 20 quarters since.
  • MBE Wealth Management's Merck position peaked at $487K in Q1 2024.
  • 1,752 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.