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O'Rourke & Company’s Merck MRK Stock Holding History

O'Rourke & Company’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 		$697K Buy
5,424
+9
+0.2% +$1.05K 0.24% 89
2026
Q1 		$651K Buy
5,415
+11
+0.2% +$1.27K 0.26% 91
2025
Q4 		$569K Buy
5,404
+450
+9% +$42.2K 0.22% 93
2025
Q3 		$416K Sell
4,954
-738
-13% -$60.8K 0.17% 112
2025
Q2 		$451K Sell
5,692
-183
-3% -$14.5K 0.21% 94
2025
Q1 		$527K Sell
5,875
-201
-3% -$18.8K 0.26% 83
2024
Q4 		$604K Sell
6,076
-791
-12% -$81.5K 0.3% 72
2024
Q3 		$780K Buy
6,867
+442
+7% +$52.5K 0.39% 56
2024
Q2 		$795K Buy
6,425
+6
+0.1% +$773 0.45% 50
2024
Q1 		$847K Buy
6,419
+11
+0.2% +$1.36K 0.49% 46
2023
Q4 		$699K Sell
6,408
-11
-0.2% -$1.14K 0.45% 50
2023
Q3 		$661K Sell
6,419
-215
-3% -$23.2K 0.48% 50
2023
Q2 		$766K Buy
6,634
+35
+0.5% +$3.97K 0.54% 44
2023
Q1 		$702K Buy
6,599
+12
+0.2% +$1.3K 0.53% 48
2022
Q4 		$731K Buy
6,587
+491
+8% +$50.2K 0.58% 46
2022
Q3 		$525K Buy
6,096
+255
+4% +$22.8K 0.46% 56
2022
Q2 		$533K Sell
5,841
-696
-11% -$61.7K 0.45% 53
2022
Q1 		$536K Buy
6,537
+441
+7% +$34.8K 0.37% 62
2021
Q4 		$467K Buy
+6,096
New +$486K 0.31% 66

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

O'Rourke & Company's MRK Position: Q2 2026 in Review

O'Rourke & Company increased its Merck (MRK) stake by 0.17% in Q2 2026, buying an estimated $1.05K and bringing the position to 5,424 shares worth $697K. The position accounts for 0.24% of the portfolio, ranked #89.

O'Rourke & Company first reported a position in MRK in Q4 2021 and has held it in 19 quarters since. The position peaked at $847K in Q1 2024. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • O'Rourke & Company held 5,424 shares of Merck worth $697K as of Q2 2026.
  • O'Rourke & Company bought 9 Merck shares in Q2 2026, an estimated $1.05K.
  • Merck made up 0.24% of O'Rourke & Company's portfolio in Q2 2026, its #89 holding.
  • O'Rourke & Company first reported a position in Merck in Q4 2021 and has held it in 19 quarters since.
  • O'Rourke & Company's Merck position peaked at $847K in Q1 2024.
  • 3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on O'Rourke & Company's 13F filing for Q2 2026, filed 14 Aug 2026.