MW
MRK icon

MBL Wealth’s Merck MRK Stock Holding History

MBL Wealth’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 		$1.62M Buy
12,579
+310
+3% +$36.3K 0.11% 101
2026
Q1 		$1.48M Sell
12,269
-87
-0.7% -$10K 0.11% 100
2025
Q4 		$1.3M Buy
12,356
+5,316
+76% +$499K 0.1% 105
2025
Q3 		$591K Buy
7,040
+387
+6% +$31.9K 0.05% 139
2025
Q2 		$527K Buy
6,653
+2,489
+60% +$198K 0.05% 138
2025
Q1 		$374K Sell
4,164
-3,950
-49% -$369K 0.04% 160
2024
Q4 		$807K Sell
8,114
-1,355
-14% -$140K 0.08% 104
2024
Q3 		$1.08M Sell
9,469
-467
-5% -$55.5K 0.12% 90
2024
Q2 		$1.23M Sell
9,936
-181
-2% -$23.3K 0.14% 77
2024
Q1 		$1.33M Sell
10,117
-738
-7% -$91K 0.15% 69
2023
Q4 		$1.18M Sell
10,855
-116
-1% -$12K 0.15% 73
2023
Q3 		$1.13M Buy
10,971
+255
+2% +$27.5K 0.16% 66
2023
Q2 		$1.24M Buy
10,716
+1,191
+13% +$135K 0.17% 62
2023
Q1 		$1.01M Sell
9,525
-1,398
-13% -$151K 0.16% 66
2022
Q4 		$1.21M Buy
10,923
+359
+3% +$36.7K 0.23% 60
2022
Q3 		$910K Buy
10,564
+1,321
+14% +$118K 0.2% 69
2022
Q2 		$842K Buy
9,243
+3,199
+53% +$284K 0.21% 67
2022
Q1 		$496K Buy
+6,044
New +$477K 0.12% 100
2021
Q1 		$404K Buy
5,482
+97
+2% +$7.16K 0.14% 100
2020
Q4 		$420K Buy
+5,385
New +$412K 0.17% 82

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

MBL Wealth's MRK Position: Q2 2026 in Review

MBL Wealth increased its Merck (MRK) stake by 2.5% in Q2 2026, buying an estimated $36.3K and bringing the position to 12,579 shares worth $1.62M. The position accounts for 0.11% of the portfolio, ranked #101.

MBL Wealth first reported a position in MRK in Q4 2020 and has held it in 20 quarters since. 3,829 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • MBL Wealth held 12,579 shares of Merck worth $1.62M as of Q2 2026.
  • MBL Wealth bought 310 Merck shares in Q2 2026, an estimated $36.3K.
  • Merck made up 0.11% of MBL Wealth's portfolio in Q2 2026, its #101 holding.
  • MBL Wealth first reported a position in Merck in Q4 2020 and has held it in 20 quarters since.
  • 3,829 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.