Mendel Capital Management’s Merck MRK Stock Holding History

Mendel Capital 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	$676K	Buy	5,263 +29	+0.6%	+$3.39K	0.3%	55
2026 Q1	$630K	Buy	+5,234	New	+$604K	0.32%	57
2025 Q3	$430K	Buy	5,126 +74	+1%	+$6.09K	0.23%	70
2025 Q2	$400K	Buy	5,052 +100	+2%	+$7.95K	0.23%	70
2025 Q1	$445K	Buy	4,952 +152	+3%	+$14.2K	0.27%	67
2024 Q4	$477K	Sell	4,800 -123	-2%	-$12.7K	0.29%	63
2024 Q3	$559K	Sell	4,923 -313	-6%	-$37.2K	0.34%	58
2024 Q2	$648K	Buy	5,236 +39	+0.8%	+$5.02K	0.42%	52
2024 Q1	$686K	Buy	5,197 +1,056	+26%	+$130K	0.45%	51
2023 Q4	$451K	Buy	4,141 +53	+1%	+$5.5K	0.32%	62
2023 Q3	$421K	Buy	4,088 +24	+0.6%	+$2.59K	0.35%	60
2023 Q2	$469K	Buy	4,064 +24	+0.6%	+$2.73K	0.38%	56
2023 Q1	$430K	Buy	4,040 +23	+0.6%	+$2.48K	0.39%	48
2022 Q4	$446K	Buy	4,017 +27	+0.7%	+$2.76K	0.46%	44
2022 Q3	$344K	Buy	3,990 +2	+0.1%	+$179	0.4%	48
2022 Q2	$364K	Buy	3,988 +3	+0.1%	+$266	0.41%	45
2022 Q1	$327K	Buy	3,985 +3	+0.1%	+$237	0.31%	56
2021 Q4	$305K	Buy	+3,982	New	+$317K	0.28%	54

Other funds holding MRK

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mendel Capital Management's MRK Position: Q2 2026 in Review

Mendel Capital Management increased its Merck (MRK) stake by 0.55% in Q2 2026, buying an estimated $3.39K and bringing the position to 5,263 shares worth $676K. The position accounts for 0.3% of the portfolio, ranked #55.

Mendel Capital Management first reported a position in MRK in Q4 2021 and has held it in 18 quarters since. The position peaked at $686K in Q1 2024. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Mendel Capital Management held 5,263 shares of Merck worth $676K as of Q2 2026.
Mendel Capital Management bought 29 Merck shares in Q2 2026, an estimated $3.39K.
Merck made up 0.3% of Mendel Capital Management's portfolio in Q2 2026, its #55 holding.
Mendel Capital Management first reported a position in Merck in Q4 2021 and has held it in 18 quarters since.
Mendel Capital Management's Merck position peaked at $686K in Q1 2024.
1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Mendel Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.