MAM
MRK icon

Milestone Asset Management’s Merck MRK Stock Holding History

Milestone 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 		$2.18M Buy
16,957
+7,729
+84% +$905K 0.34% 80
2026
Q1 		$1.11M Buy
9,228
+4,521
+96% +$522K 0.2% 108
2025
Q4 		$496K Buy
4,707
+250
+6% +$23.5K 0.09% 154
2025
Q3 		$374K Buy
4,457
+673
+18% +$55.4K 0.07% 177
2025
Q2 		$300K Buy
+3,784
New +$301K 0.06% 177
2025
Q1 		– Sell
-3,033
Closed -$302K – 236
2024
Q4 		$302K Sell
3,033
-2,628
-46% -$271K 0.07% 198
2024
Q3 		$643K Buy
+5,661
New +$673K 0.14% 123

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

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

Milestone Asset Management increased its Merck (MRK) stake by 84% in Q2 2026, buying an estimated $905K and bringing the position to 16,957 shares worth $2.18M. The position accounts for 0.34% of the portfolio, ranked #80.

Milestone Asset Management first reported a position in MRK in Q3 2024 and has held it in 7 quarters since. 3,829 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Milestone Asset Management held 16,957 shares of Merck worth $2.18M as of Q2 2026.
  • Milestone Asset Management bought 7,729 Merck shares in Q2 2026, an estimated $905K.
  • Merck made up 0.34% of Milestone Asset Management's portfolio in Q2 2026, its #80 holding.
  • Milestone Asset Management first reported a position in Merck in Q3 2024 and has held it in 7 quarters since.
  • 3,829 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.