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Sterneck Capital Management’s Merck MRK Stock Holding History

Sterneck Capital 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 		$275K Sell
2,137
-1,354
-39% -$158K 0.12% 85
2026
Q1 		$420K Hold
3,491
– – 0.19% 65
2025
Q4 		$367K Sell
3,491
-120
-3% -$11.3K 0.17% 72
2025
Q3 		$303K Hold
3,611
– – 0.14% 78
2025
Q2 		$286K Hold
3,611
– – 0.15% 75
2025
Q1 		$324K Buy
3,611
+1,397
+63% +$130K 0.18% 71
2024
Q4 		$220K Buy
+2,214
New +$228K 0.12% 87

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 $3.38T AUM 44.17% 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

Sterneck Capital Management's MRK Position: Q2 2026 in Review

Sterneck Capital Management reduced its Merck (MRK) stake by 39% in Q2 2026, selling an estimated $158K and leaving 2,137 shares worth $275K. The position accounts for 0.12% of the portfolio, ranked #85.

Sterneck Capital Management first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. The position peaked at $420K in Q1 2026. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Sterneck Capital Management held 2,137 shares of Merck worth $275K as of Q2 2026.
  • Sterneck Capital Management sold 1,354 Merck shares in Q2 2026, an estimated $158K.
  • Merck made up 0.12% of Sterneck Capital Management's portfolio in Q2 2026, its #85 holding.
  • Sterneck Capital Management first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
  • Sterneck Capital Management's Merck position peaked at $420K in Q1 2026.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Sterneck Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.