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Piedmont Capital Management (Montana)’s Merck MRK Stock Holding History

Piedmont Capital Management (Montana)’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 		$1.24M Sell
9,878
-286
-3% -$33.5K 0.63% 24
2026
Q1 		$1.23M Buy
10,164
+413
+4% +$47.7K 0.62% 22
2025
Q4 		$1.03M Sell
9,751
-198
-2% -$18.6K 0.52% 26
2025
Q3 		$881K Buy
9,949
+455
+5% +$37.5K 0.47% 28
2025
Q2 		$752K Buy
9,494
+5,800
+157% +$461K 0.43% 30
2025
Q1 		$292K Buy
3,694
+2
+0.1% +$187 0.21% 38
2024
Q4 		$366K Hold
3,692
– – 0.22% 41
2024
Q3 		$406K Sell
3,692
-49
-1% -$5.82K 0.24% 41
2024
Q2 		$487K Hold
3,741
– – 0.33% 35
2024
Q1 		$487K Buy
3,741
+1
+0% +$123 0.33% 35
2023
Q4 		$408K Sell
3,740
-178
-5% -$18.5K 0.3% 39
2023
Q3 		$403K Sell
3,918
-333
-8% -$35.9K 0.32% 36
2023
Q2 		$490K Sell
4,251
-1,848
-30% -$210K 0.37% 35
2023
Q1 		$646K Sell
6,099
-1,545
-20% -$167K 0.52% 28
2022
Q4 		$848K Buy
7,644
+94
+1% +$9.61K 0.71% 20
2022
Q3 		$653K Sell
7,550
-54
-0.7% -$4.82K 0.59% 21
2022
Q2 		$693K Sell
7,604
-1,309
-15% -$116K 0.71% 23
2022
Q1 		$737K Buy
8,913
+895
+11% +$70.6K 0.55% 27
2021
Q4 		$614K Buy
8,018
+350
+5% +$27.9K 0.48% 27
2021
Q3 		$576K Buy
7,668
+1,602
+26% +$122K 0.46% 28
2021
Q2 		$472K Buy
6,066
+1,683
+38% +$125K 0.39% 29
2021
Q1 		$322K Buy
4,383
+1,350
+45% +$99.6K 0.3% 35
2020
Q4 		$237K Buy
+3,033
New +$232K 0.24% 41

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

Piedmont Capital Management (Montana)'s MRK Position: Q2 2026 in Review

Piedmont Capital Management (Montana) reduced its Merck (MRK) stake by 2.8% in Q2 2026, selling an estimated $33.5K and leaving 9,878 shares worth $1.24M. The position accounts for 0.63% of the portfolio, ranked #24.

Piedmont Capital Management (Montana) first reported a position in MRK in Q4 2020 and has held it in 23 quarters since. 3,814 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Piedmont Capital Management (Montana) held 9,878 shares of Merck worth $1.24M as of Q2 2026.
  • Piedmont Capital Management (Montana) sold 286 Merck shares in Q2 2026, an estimated $33.5K.
  • Merck made up 0.63% of Piedmont Capital Management (Montana)'s portfolio in Q2 2026, its #24 holding.
  • Piedmont Capital Management (Montana) first reported a position in Merck in Q4 2020 and has held it in 23 quarters since.
  • 3,814 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Piedmont Capital Management (Montana)'s 13F filing for Q2 2026, filed 13 Aug 2026.