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Schrum Private Wealth Management’s Merck MRK Stock Holding History

Schrum Private 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 		$450K Buy
3,603
+441
+14% +$51.6K 0.46% 60
2026
Q1 		$380K Sell
3,162
-40
-1% -$4.62K 0.29% 86
2025
Q4 		$337K Sell
3,202
-46
-1% -$4.32K 0.25% 98
2025
Q3 		$273K Buy
3,248
+248
+8% +$20.4K 0.2% 105
2025
Q2 		$237K Buy
3,000
+2
+0.1% +$159 0.19% 111
2025
Q1 		$269K Sell
2,998
-260
-8% -$24.3K 0.24% 102
2024
Q4 		$324K Sell
3,258
-2,136
-40% -$220K 0.27% 88
2024
Q3 		$613K Buy
5,394
+1,697
+46% +$202K 0.32% 74
2024
Q2 		$458K Buy
3,697
+2
+0.1% +$258 0.41% 64
2024
Q1 		$488K Buy
3,695
+1,785
+93% +$220K 0.44% 59
2023
Q4 		$208K Sell
1,910
-1,576
-45% -$164K 0.3% 93
2023
Q3 		$359K Buy
3,486
+2
+0.1% +$216 0.41% 65
2023
Q2 		$402K Buy
3,484
+1
+0% +$114 0.43% 60
2023
Q1 		$371K Sell
3,483
-15
-0.4% -$1.62K 0.43% 63
2022
Q4 		$388K Sell
3,498
-812
-19% -$83K 0.46% 62
2022
Q3 		$370K Buy
4,310
+26
+0.6% +$2.32K 0.47% 63
2022
Q2 		$391K Sell
4,284
-25
-0.6% -$2.22K 0.44% 65
2022
Q1 		$358K Buy
4,309
+145
+3% +$11.4K 0.36% 79
2021
Q4 		$320K Buy
+4,164
New +$332K 0.29% 91

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

Schrum Private Wealth Management's MRK Position: Q2 2026 in Review

Schrum Private Wealth Management increased its Merck (MRK) stake by 14% in Q2 2026, buying an estimated $51.6K and bringing the position to 3,603 shares worth $450K. The position accounts for 0.46% of the portfolio, ranked #60.

Schrum Private Wealth Management first reported a position in MRK in Q4 2021 and has held it in 19 quarters since. The position peaked at $613K in Q3 2024. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Schrum Private Wealth Management held 3,603 shares of Merck worth $450K as of Q2 2026.
  • Schrum Private Wealth Management bought 441 Merck shares in Q2 2026, an estimated $51.6K.
  • Merck made up 0.46% of Schrum Private Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Schrum Private Wealth Management first reported a position in Merck in Q4 2021 and has held it in 19 quarters since.
  • Schrum Private Wealth Management's Merck position peaked at $613K in Q3 2024.
  • 3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.