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TAGStone Capital’s Merck MRK Stock Holding History

TAGStone Capital’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 		$233K Buy
1,799
+12
+0.7% +$1.41K 0.07% 134
2026
Q1 		$216K Buy
+1,787
New +$206K 0.08% 134
2024
Q4 		– Sell
-1,880
Closed -$215K – 94
2024
Q3 		$215K Buy
1,880
+60
+3% +$7.13K 0.11% 90
2024
Q2 		$227K Buy
1,820
+73
+4% +$9.4K 0.13% 85
2024
Q1 		$232K Buy
+1,747
New +$215K 0.14% 82

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

TAGStone Capital's MRK Position: Q2 2026 in Review

TAGStone Capital increased its Merck (MRK) stake by 0.67% in Q2 2026, buying an estimated $1.41K and bringing the position to 1,799 shares worth $233K. The position accounts for 0.07% of the portfolio, ranked #134.

TAGStone Capital first reported a position in MRK in Q1 2024 and has held it in 5 quarters since. 3,818 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • TAGStone Capital held 1,799 shares of Merck worth $233K as of Q2 2026.
  • TAGStone Capital bought 12 Merck shares in Q2 2026, an estimated $1.41K.
  • Merck made up 0.07% of TAGStone Capital's portfolio in Q2 2026, its #134 holding.
  • TAGStone Capital first reported a position in Merck in Q1 2024 and has held it in 5 quarters since.
  • 3,818 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on TAGStone Capital's 13F filing for Q2 2026, filed 11 Aug 2026.