TWM
MRK icon

Tradition Wealth Management’s Merck MRK Stock Holding History

Tradition Wealth 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 		$463K Buy
3,604
+481
+15% +$56.3K 0.03% 324
2026
Q1 		$376K Buy
3,123
+280
+10% +$32.3K 0.03% 344
2025
Q4 		$299K Sell
2,843
-9
-0.3% -$845 0.02% 378
2025
Q3 		$239K Buy
2,852
+109
+4% +$8.98K 0.02% 417
2025
Q2 		$217K Sell
2,743
-500
-15% -$39.7K 0.02% 417
2025
Q1 		$291K Buy
3,243
+18
+0.6% +$1.68K 0.03% 337
2024
Q4 		$321K Sell
3,225
-249
-7% -$25.7K 0.03% 312
2024
Q3 		$394K Sell
3,474
-467
-12% -$55.5K 0.04% 278
2024
Q2 		$488K Buy
3,941
+344
+10% +$44.3K 0.05% 237
2024
Q1 		$475K Buy
3,597
+7
+0.2% +$863 0.05% 227
2023
Q4 		$391K Sell
3,590
-451
-11% -$46.8K 0.04% 236
2023
Q3 		$416K Buy
4,041
+596
+17% +$64.2K 0.05% 206
2023
Q2 		$397K Sell
3,445
-69
-2% -$7.83K 0.05% 211
2023
Q1 		$374K Buy
3,514
+209
+6% +$22.6K 0.05% 216
2022
Q4 		$367K Sell
3,305
-10
-0.3% -$1.02K 0.05% 204
2022
Q3 		$286K Sell
3,315
-106
-3% -$9.46K 0.04% 214
2022
Q2 		$312K Buy
3,421
+163
+5% +$14.4K 0.05% 210
2022
Q1 		$267K Buy
3,258
+506
+18% +$39.9K 0.03% 254
2021
Q4 		$211K Buy
2,752
+6
+0.2% +$478 0.03% 296
2021
Q3 		$206K Sell
2,746
-123
-4% -$9.36K 0.03% 271
2021
Q2 		$223K Sell
2,869
-276
-9% -$20.5K 0.03% 269
2021
Q1 		$231K Sell
3,145
-1,274
-29% -$94K 0.04% 230
2020
Q4 		$345K Buy
+4,419
New +$338K 0.07% 183

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

Tradition Wealth Management's MRK Position: Q2 2026 in Review

Tradition Wealth Management increased its Merck (MRK) stake by 15% in Q2 2026, buying an estimated $56.3K and bringing the position to 3,604 shares worth $463K. The position accounts for 0.03% of the portfolio, ranked #324.

Tradition Wealth Management first reported a position in MRK in Q4 2020 and has held it in 23 quarters since. The position peaked at $488K in Q2 2024. 3,845 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Tradition Wealth Management held 3,604 shares of Merck worth $463K as of Q2 2026.
  • Tradition Wealth Management bought 481 Merck shares in Q2 2026, an estimated $56.3K.
  • Merck made up 0.03% of Tradition Wealth Management's portfolio in Q2 2026, its #324 holding.
  • Tradition Wealth Management first reported a position in Merck in Q4 2020 and has held it in 23 quarters since.
  • Tradition Wealth Management's Merck position peaked at $488K in Q2 2024.
  • 3,845 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.