MBE Wealth Management
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
Q3 		$503K Buy
3,464
+141
+4% +$19.5K 0.18% 85
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% -$9.6K 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% +$5.76K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

MBE Wealth Management's MRK Position: Q3 2026 in Review

MBE Wealth Management increased its Merck (MRK) stake by 4.2% in Q3 2026, buying an estimated $19.5K and bringing the position to 3,464 shares worth $503K. The position accounts for 0.18% of the portfolio, ranked #85.

MBE Wealth Management first reported a position in MRK in Q1 2020 and has held it in 21 quarters since. 2,771 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • MBE Wealth Management held 3,464 shares of Merck worth $503K as of Q3 2026.
  • MBE Wealth Management bought 141 Merck shares in Q3 2026, an estimated $19.5K.
  • Merck made up 0.18% of MBE Wealth Management's portfolio in Q3 2026, its #85 holding.
  • MBE Wealth Management first reported a position in Merck in Q1 2020 and has held it in 21 quarters since.
  • 2,771 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.