MAM
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McLean Asset Management’s Merck MRK Stock Holding History

McLean Asset 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 		$504K Sell
3,870
-89
-2% -$10.4K 0.07% 102
2026
Q1 		$476K Buy
3,959
+118
+3% +$13.6K 0.08% 99
2025
Q4 		$426K Buy
3,841
+222
+6% +$20.8K 0.08% 100
2025
Q3 		$321K Buy
3,619
+76
+2% +$6.26K 0.07% 123
2025
Q2 		$292K Buy
3,543
+125
+4% +$9.94K 0.08% 127
2025
Q1 		$270K Sell
3,418
-815
-19% -$76.1K 0.09% 122
2024
Q4 		$421K Buy
4,233
+555
+15% +$57.2K 0.13% 85
2024
Q3 		$404K Sell
3,678
-26
-0.7% -$3.09K 0.12% 86
2024
Q2 		$472K Buy
3,704
+120
+3% +$15.5K 0.15% 78
2024
Q1 		$454K Sell
3,584
-12
-0.3% -$1.48K 0.16% 78
2023
Q4 		$422K Sell
3,596
-101
-3% -$10.5K 0.16% 76
2023
Q3 		$383K Buy
3,697
+36
+1% +$3.88K 0.16% 77
2023
Q2 		$422K Buy
3,661
+49
+1% +$5.56K 0.17% 76
2023
Q1 		$384K Sell
3,612
-448
-11% -$48.4K 0.16% 80
2022
Q4 		$450K Buy
4,060
+409
+11% +$41.8K 0.15% 68
2022
Q3 		$320K Buy
3,651
+90
+3% +$8.03K 0.12% 86
2022
Q2 		$332K Buy
3,561
+54
+2% +$4.79K 0.13% 81
2022
Q1 		$288K Buy
3,507
+86
+3% +$6.78K 0.21% 83
2021
Q4 		$278K Sell
3,421
-179
-5% -$14.3K 0.11% 99
2021
Q3 		$296K Buy
3,600
+678
+23% +$51.6K 0.11% 94
2021
Q2 		$228K Sell
2,922
-323
-10% -$24K 0.1% 101
2021
Q1 		$240K Sell
3,245
-167
-5% -$12.3K 0.19% 88
2020
Q4 		$266K Buy
+3,412
New +$261K 0.23% 69

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

McLean Asset Management's MRK Position: Q2 2026 in Review

McLean Asset Management reduced its Merck (MRK) stake by 2.2% in Q2 2026, selling an estimated $10.4K and leaving 3,870 shares worth $504K. The position accounts for 0.07% of the portfolio, ranked #102.

McLean Asset Management first reported a position in MRK in Q4 2020 and has held it in 23 quarters since. 3,841 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • McLean Asset Management held 3,870 shares of Merck worth $504K as of Q2 2026.
  • McLean Asset Management sold 89 Merck shares in Q2 2026, an estimated $10.4K.
  • Merck made up 0.07% of McLean Asset Management's portfolio in Q2 2026, its #102 holding.
  • McLean Asset Management first reported a position in Merck in Q4 2020 and has held it in 23 quarters since.
  • 3,841 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on McLean Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.