MWC
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MBM Wealth Consultants’s Merck MRK Stock Holding History

MBM Wealth Consultants’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 		$524K Buy
4,081
+301
+8% +$35.2K 0.1% 91
2026
Q1 		$455K Buy
3,780
+14
+0.4% +$1.62K 0.1% 83
2025
Q4 		$396K Hold
3,766
– – 0.09% 89
2025
Q3 		$316K Hold
3,766
– – 0.08% 98
2025
Q2 		$298K Sell
3,766
-366
-9% -$29.1K 0.08% 97
2025
Q1 		$374K Sell
4,132
-55
-1% -$5.13K 0.11% 84
2024
Q4 		$415K Hold
4,187
– – 0.12% 69
2024
Q3 		$475K Buy
4,187
+130
+3% +$15.4K 0.15% 63
2024
Q2 		$511K Buy
4,057
+399
+11% +$51.4K 0.17% 60
2024
Q1 		$485K Hold
3,658
– – 0.17% 60
2023
Q4 		$444K Sell
3,658
-2,205
-38% -$229K 0.17% 62
2023
Q3 		$610K Buy
5,863
+144
+3% +$15.5K 0.27% 55
2023
Q2 		$615K Buy
5,719
+609
+12% +$69.1K 0.26% 53
2023
Q1 		$619K Hold
5,110
– – 0.25% 50
2022
Q4 		$571K Buy
5,110
+1,149
+29% +$117K 0.26% 46
2022
Q3 		$350K Buy
3,961
+297
+8% +$26.5K 0.17% 61
2022
Q2 		$337K Buy
3,664
+27
+0.7% +$2.39K 0.16% 64
2022
Q1 		$298K Buy
3,637
+255
+8% +$20.1K 0.12% 82
2021
Q4 		$259K Buy
3,382
+687
+25% +$54.7K 0.11% 85
2021
Q3 		$202K Hold
2,695
– – 0.09% 102
2021
Q2 		$210K Sell
2,695
-129
-5% -$9.6K 0.1% 96
2021
Q1 		$208K Hold
2,824
– – 0.11% 85
2020
Q4 		$220K Hold
2,824
– – 0.12% 79
2020
Q3 		$224K Hold
2,824
– – 0.14% 74
2020
Q2 		$208K Hold
2,824
– – 0.15% 74
2020
Q1 		$207K Hold
2,824
– – 0.17% 77
2019
Q4 		$245K Hold
2,824
– – 0.18% 79
2019
Q3 		$227K Hold
2,824
– – 0.18% 81
2019
Q2 		$227K Hold
2,824
– – 0.19% 81
2019
Q1 		$224K Hold
2,824
– – 0.2% 79
2018
Q4 		$206K Buy
+2,824
New +$199K 0.2% 84

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

MBM Wealth Consultants's MRK Position: Q2 2026 in Review

MBM Wealth Consultants increased its Merck (MRK) stake by 8% in Q2 2026, buying an estimated $35.2K and bringing the position to 4,081 shares worth $524K. The position accounts for 0.1% of the portfolio, ranked #91.

MBM Wealth Consultants first reported a position in MRK in Q4 2018 and has held it in 31 quarters since. The position peaked at $619K in Q1 2023. 3,829 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • MBM Wealth Consultants held 4,081 shares of Merck worth $524K as of Q2 2026.
  • MBM Wealth Consultants bought 301 Merck shares in Q2 2026, an estimated $35.2K.
  • Merck made up 0.1% of MBM Wealth Consultants's portfolio in Q2 2026, its #91 holding.
  • MBM Wealth Consultants first reported a position in Merck in Q4 2018 and has held it in 31 quarters since.
  • MBM Wealth Consultants's Merck position peaked at $619K in Q1 2023.
  • 3,829 funds tracked by Wall St. Rank held Merck as of Q2 2026.

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