SWM
MRK icon

Shakespeare Wealth Management’s Merck MRK Stock Holding History

Shakespeare 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 		$416K Buy
3,236
+1,280
+65% +$150K 0.11% 54
2026
Q1 		$235K Sell
1,956
-736
-27% -$85K 0.06% 89
2025
Q4 		$283K Hold
2,692
– – 0.06% 89
2025
Q3 		$226K Sell
2,692
-76
-3% -$6.26K 0.05% 94
2025
Q2 		$219K Sell
2,768
-2,715
-50% -$216K 0.06% 88
2025
Q1 		$492K Buy
+5,483
New +$512K 0.13% 66
2024
Q3 		– Sell
-1,874
Closed -$232K – 94
2024
Q2 		$232K Buy
+1,874
New +$241K 0.07% 79
2023
Q4 		– Sell
-2,606
Closed -$268K – 84
2023
Q3 		$268K Buy
+2,606
New +$281K 0.09% 68

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

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

Shakespeare Wealth Management increased its Merck (MRK) stake by 65% in Q2 2026, buying an estimated $150K and bringing the position to 3,236 shares worth $416K. The position accounts for 0.11% of the portfolio, ranked #54.

Shakespeare Wealth Management first reported a position in MRK in Q3 2023 and has held it in 8 quarters since. The position peaked at $492K in Q1 2025. 3,829 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Shakespeare Wealth Management held 3,236 shares of Merck worth $416K as of Q2 2026.
  • Shakespeare Wealth Management bought 1,280 Merck shares in Q2 2026, an estimated $150K.
  • Merck made up 0.11% of Shakespeare Wealth Management's portfolio in Q2 2026, its #54 holding.
  • Shakespeare Wealth Management first reported a position in Merck in Q3 2023 and has held it in 8 quarters since.
  • Shakespeare Wealth Management's Merck position peaked at $492K in Q1 2025.
  • 3,829 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Shakespeare Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.