Shulman DeMeo Asset Management’s Merck MRK Stock Holding History

Shulman DeMeo Asset 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	$792K	Sell	6,161 -88	-1%	-$10.3K	0.15%	50
2026 Q1	$752K	Buy	+6,249	New	+$721K	0.16%	50
2021 Q2	–	Sell	-11,385	Closed	-$838K	–	113
2021 Q1	$838K	Buy	11,385 +844	+8%	+$62.3K	0.23%	50
2020 Q4	$823K	Buy	10,541 +1,021	+11%	+$78.1K	0.23%	46
2020 Q3	$753K	Buy	9,520 +384	+4%	+$30.1K	0.25%	46
2020 Q2	$674K	Sell	9,136 -94	-1%	-$7.08K	0.26%	43
2020 Q1	$678K	Sell	9,230 -140	-1%	-$11K	0.32%	37
2019 Q4	$813K	Buy	9,370 +497	+6%	+$40.8K	0.28%	40
2019 Q3	$713K	Buy	+8,873	New	+$711K	0.24%	45

Other funds holding MRK

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Shulman DeMeo Asset Management's MRK Position: Q2 2026 in Review

Shulman DeMeo Asset Management reduced its Merck (MRK) stake by 1.4% in Q2 2026, selling an estimated $10.3K and leaving 6,161 shares worth $792K. The position accounts for 0.15% of the portfolio, ranked #50.

Shulman DeMeo Asset Management first reported a position in MRK in Q3 2019 and has held it in 9 quarters since. The position peaked at $838K in Q1 2021. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Shulman DeMeo Asset Management held 6,161 shares of Merck worth $792K as of Q2 2026.
Shulman DeMeo Asset Management sold 88 Merck shares in Q2 2026, an estimated $10.3K.
Merck made up 0.15% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #50 holding.
Shulman DeMeo Asset Management first reported a position in Merck in Q3 2019 and has held it in 9 quarters since.
Shulman DeMeo Asset Management's Merck position peaked at $838K in Q1 2021.
1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.