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Patrick M. Sweeney & Associates’s Merck MRK Stock Holding History

Patrick M. Sweeney & Associates’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 		$6.19M Buy
48,210
+153
+0.3% +$17.9K 3.56% 6
2026
Q1 		$5.78M Buy
48,057
+2
+0% +$231 3.71% 5
2025
Q4 		$5.06M Sell
48,055
-78
-0.2% -$7.32K 3.16% 6
2025
Q3 		$4.04M Buy
48,133
+14
+0% +$1.15K 2.61% 7
2025
Q2 		$3.89M Buy
48,119
+427
+0.9% +$33.9K 2.68% 7
2025
Q1 		$4.28M Buy
47,692
+2
+0% +$187 3.2% 6
2024
Q4 		$4.74M Sell
47,690
-99
-0.2% -$10.2K 3.55% 5
2024
Q3 		$5.43M Buy
47,789
+553
+1% +$65.7K 3.99% 3
2024
Q2 		$5.85M Sell
47,236
-89
-0.2% -$11.5K 4.73% 3
2024
Q1 		$6.24M Buy
47,325
+87
+0.2% +$10.7K 5.14% 3
2023
Q4 		$5.15M Buy
+47,238
New +$4.9M 4.71% 4

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

Patrick M. Sweeney & Associates's MRK Position: Q2 2026 in Review

Patrick M. Sweeney & Associates increased its Merck (MRK) stake by 0.32% in Q2 2026, buying an estimated $17.9K and bringing the position to 48,210 shares worth $6.19M. The position accounts for 3.56% of the portfolio, ranked #6.

Patrick M. Sweeney & Associates first reported a position in MRK in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.24M in Q1 2024. 3,844 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Patrick M. Sweeney & Associates held 48,210 shares of Merck worth $6.19M as of Q2 2026.
  • Patrick M. Sweeney & Associates bought 153 Merck shares in Q2 2026, an estimated $17.9K.
  • Merck made up 3.56% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #6 holding.
  • Patrick M. Sweeney & Associates first reported a position in Merck in Q4 2023 and has held it in 11 quarters since.
  • Patrick M. Sweeney & Associates's Merck position peaked at $6.24M in Q1 2024.
  • 3,844 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.