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Sunbeam Capital Management’s Merck MRK Stock Holding History

Sunbeam 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 		$951K Buy
7,398
+67
+0.9% +$7.84K 0.43% 48
2026
Q1 		$882K Buy
7,331
+232
+3% +$26.8K 0.5% 40
2025
Q4 		$747K Buy
7,099
+94
+1% +$8.82K 0.44% 46
2025
Q3 		$594K Buy
7,005
+43
+0.6% +$3.54K 0.37% 49
2025
Q2 		$557K Buy
6,962
+762
+12% +$60.6K 0.42% 45
2025
Q1 		$561K Buy
6,200
+34
+0.6% +$3.17K 0.53% 35
2024
Q4 		$613K Buy
+6,166
New +$636K 0.57% 34

Other funds holding MRK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Sunbeam Capital Management increased its Merck (MRK) stake by 0.91% in Q2 2026, buying an estimated $7.84K and bringing the position to 7,398 shares worth $951K. The position accounts for 0.43% of the portfolio, ranked #48.

Sunbeam Capital Management first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. 1,865 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Sunbeam Capital Management held 7,398 shares of Merck worth $951K as of Q2 2026.
  • Sunbeam Capital Management bought 67 Merck shares in Q2 2026, an estimated $7.84K.
  • Merck made up 0.43% of Sunbeam Capital Management's portfolio in Q2 2026, its #48 holding.
  • Sunbeam Capital Management first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
  • 1,865 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.