PWM
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Penobscot Wealth Management’s Merck MRK Stock Holding History

Penobscot Wealth 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 		$715K Buy
5,566
+158
+3% +$18.5K 0.19% 60
2026
Q1 		$651K Sell
5,408
-17
-0.3% -$1.96K 0.19% 57
2025
Q4 		$571K Buy
5,425
+8
+0.1% +$751 0.18% 59
2025
Q3 		$455K Sell
5,417
-41
-0.8% -$3.38K 0.15% 66
2025
Q2 		$432K Buy
5,458
+2,251
+70% +$179K 0.15% 63
2025
Q1 		$288K Buy
3,207
+380
+13% +$35.5K 0.12% 71
2024
Q4 		$281K Buy
2,827
+66
+2% +$6.8K 0.13% 67
2024
Q3 		$314K Buy
2,761
+237
+9% +$28.2K 0.17% 59
2024
Q2 		$319K Sell
2,524
-19
-0.7% -$2.45K 0.19% 52
2024
Q1 		$336K Buy
2,543
+73
+3% +$9K 0.21% 54
2023
Q4 		$269K Buy
2,470
+6
+0.2% +$623 0.18% 64
2023
Q3 		$254K Buy
+2,464
New +$266K 0.19% 56

Other funds holding MRK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Penobscot Wealth Management's MRK Position: Q2 2026 in Review

Penobscot Wealth Management increased its Merck (MRK) stake by 2.9% in Q2 2026, buying an estimated $18.5K and bringing the position to 5,566 shares worth $715K. The position accounts for 0.19% of the portfolio, ranked #60.

Penobscot Wealth Management first reported a position in MRK in Q3 2023 and has held it in 12 quarters since. 755 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Penobscot Wealth Management held 5,566 shares of Merck worth $715K as of Q2 2026.
  • Penobscot Wealth Management bought 158 Merck shares in Q2 2026, an estimated $18.5K.
  • Merck made up 0.19% of Penobscot Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Penobscot Wealth Management first reported a position in Merck in Q3 2023 and has held it in 12 quarters since.
  • 755 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Penobscot Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.