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Smith Shellnut Wilson’s Merck MRK Stock Holding History

Smith Shellnut Wilson’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 		$570K Hold
4,435
– – 0.21% 80
2026
Q1 		$533K Buy
4,435
+168
+4% +$19.4K 0.23% 73
2025
Q4 		$449K Buy
4,267
+750
+21% +$70.4K 0.17% 86
2025
Q3 		$295K Buy
3,517
+478
+16% +$39.4K 0.11% 112
2025
Q2 		$241K Hold
3,039
– – 0.1% 120
2025
Q1 		$273K Hold
3,039
– – 0.13% 115
2024
Q4 		$302K Hold
3,039
– – 0.13% 106
2024
Q3 		$345K Sell
3,039
-200
-6% -$23.8K 0.16% 100
2024
Q2 		$401K Hold
3,239
– – 0.19% 83
2024
Q1 		$427K Sell
3,239
-200
-6% -$24.7K 0.23% 80
2023
Q4 		$375K Hold
3,439
– – 0.22% 84
2023
Q3 		$354K Hold
3,439
– – 0.22% 80
2023
Q2 		$397K Sell
3,439
-110
-3% -$12.5K 0.22% 78
2023
Q1 		$378K Hold
3,549
– – 0.23% 75
2022
Q4 		$394K Hold
3,549
– – 0.24% 72
2022
Q3 		$306K Hold
3,549
– – 0.2% 84
2022
Q2 		$324K Hold
3,549
– – 0.2% 91
2022
Q1 		$291K Sell
3,549
-1,148
-24% -$90.5K 0.15% 115
2021
Q4 		$360K Buy
4,697
+758
+19% +$60.4K 0.18% 107
2021
Q3 		$296K Buy
3,939
+1,252
+47% +$95.2K 0.17% 110
2021
Q2 		$209K Sell
2,687
-129
-5% -$9.6K 0.12% 130
2021
Q1 		$207K Buy
2,816
+115
+4% +$8.48K 0.13% 127
2020
Q4 		$211K Buy
2,701
+155
+6% +$11.9K 0.13% 125
2020
Q3 		$201K Buy
+2,546
New +$199K 0.08% 121

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

Smith Shellnut Wilson's MRK Position: Q2 2026 in Review

Smith Shellnut Wilson held its Merck (MRK) position steady in Q2 2026 at 4,435 shares worth $570K. The position accounts for 0.21% of the portfolio, ranked #80.

Smith Shellnut Wilson first reported a position in MRK in Q3 2020 and has held it in 24 quarters since. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Smith Shellnut Wilson held 4,435 shares of Merck worth $570K as of Q2 2026.
  • Smith Shellnut Wilson left its Merck share count unchanged in Q2 2026.
  • Merck made up 0.21% of Smith Shellnut Wilson's portfolio in Q2 2026, its #80 holding.
  • Smith Shellnut Wilson first reported a position in Merck in Q3 2020 and has held it in 24 quarters since.
  • 3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Smith Shellnut Wilson's 13F filing for Q2 2026, filed 3 Aug 2026.