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MRK icon

Sweeney & Michel’s Merck MRK Stock Holding History

Sweeney & Michel’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 		$958K Sell
7,447
-242
-3% -$28.3K 0.25% 62
2026
Q1 		$924K Buy
7,689
+30
+0.4% +$3.46K 0.27% 64
2025
Q4 		$914K Buy
7,659
+555
+8% +$52.1K 0.27% 62
2025
Q3 		$611K Buy
7,104
+5
+0.1% +$412 0.21% 73
2025
Q2 		$592K Buy
7,099
+821
+13% +$65.3K 0.21% 73
2025
Q1 		$496K Buy
+6,278
New +$586K 0.22% 74
2024
Q3 		$747K Buy
6,873
+221
+3% +$26.3K 0.29% 59
2024
Q2 		$838K Buy
6,652
+28
+0.4% +$3.61K 0.36% 48
2024
Q1 		$852K Buy
+6,624
New +$816K 0.38% 46
2023
Q3 		$833K Sell
7,975
-16,785
-68% -$1.81M 0.44% 42
2023
Q2 		$2.63M Buy
24,760
+697
+3% +$79.1K 1.36% 17
2023
Q1 		$2.65M Buy
+24,063
New +$2.6M 1.41% 17

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

Sweeney & Michel's MRK Position: Q2 2026 in Review

Sweeney & Michel reduced its Merck (MRK) stake by 3.1% in Q2 2026, selling an estimated $28.3K and leaving 7,447 shares worth $958K. The position accounts for 0.25% of the portfolio, ranked #62.

Sweeney & Michel first reported a position in MRK in Q1 2023 and has held it in 12 quarters since. The position peaked at $2.65M in Q1 2023. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Sweeney & Michel held 7,447 shares of Merck worth $958K as of Q2 2026.
  • Sweeney & Michel sold 242 Merck shares in Q2 2026, an estimated $28.3K.
  • Merck made up 0.25% of Sweeney & Michel's portfolio in Q2 2026, its #62 holding.
  • Sweeney & Michel first reported a position in Merck in Q1 2023 and has held it in 12 quarters since.
  • Sweeney & Michel's Merck position peaked at $2.65M in Q1 2023.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.