Smithbridge Asset Management’s Merck MRK Stock Holding History

Smithbridge 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	$1.29M	Sell	10,048 -470	-4%	-$55K	0.18%	94
2026 Q1	$1.27M	Buy	10,518 +2,404	+30%	+$278K	0.19%	100
2025 Q4	$854K	Buy	+8,114	New	+$762K	0.07%	112
2025 Q2	–	Sell	-2,489	Closed	-$223K	–	124
2025 Q1	$223K	Buy	+2,489	New	+$232K	0.04%	122
2024 Q3	$302K	Sell	2,655 -150	-5%	-$17.8K	0.05%	121
2024 Q2	$347K	Buy	2,805 +166	+6%	+$21.4K	0.07%	121
2024 Q1	$348K	Hold	2,639	–	–	0.07%	120
2023 Q4	$288K	Sell	2,639 -115	-4%	-$11.9K	0.07%	125
2023 Q3	$284K	Buy	2,754 +250	+10%	+$26.9K	0.07%	125
2023 Q2	$289K	Buy	2,504 +115	+5%	+$13.1K	0.07%	125
2023 Q1	$254K	Buy	+2,389	New	+$258K	0.06%	127

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

Smithbridge Asset Management's MRK Position: Q2 2026 in Review

Smithbridge Asset Management reduced its Merck (MRK) stake by 4.5% in Q2 2026, selling an estimated $55K and leaving 10,048 shares worth $1.29M. The position accounts for 0.18% of the portfolio, ranked #94.

Smithbridge Asset Management first reported a position in MRK in Q1 2023 and has held it in 11 quarters since. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Smithbridge Asset Management held 10,048 shares of Merck worth $1.29M as of Q2 2026.
Smithbridge Asset Management sold 470 Merck shares in Q2 2026, an estimated $55K.
Merck made up 0.18% of Smithbridge Asset Management's portfolio in Q2 2026, its #94 holding.
Smithbridge Asset Management first reported a position in Merck in Q1 2023 and has held it in 11 quarters since.
1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

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