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Trajan Wealth’s Merck MRK Stock Holding History

Trajan Wealth’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 		$9.34M Buy
72,721
+15,960
+28% +$1.87M 0.35% 62
2026
Q1 		$6.83M Buy
56,761
+694
+1% +$80.1K 0.28% 71
2025
Q4 		$5.9M Sell
56,067
-405
-0.7% -$38K 0.25% 68
2025
Q3 		$4.74M Buy
56,472
+866
+2% +$71.3K 0.2% 87
2025
Q2 		$4.4M Buy
55,606
+2,286
+4% +$182K 0.22% 89
2025
Q1 		$4.79M Buy
53,320
+6,451
+14% +$602K 0.26% 85
2024
Q4 		$4.66M Buy
46,869
+6,784
+17% +$699K 0.26% 80
2024
Q3 		$4.55M Buy
40,085
+4,603
+13% +$547K 0.27% 83
2024
Q2 		$4.39M Sell
35,482
-479
-1% -$61.7K 0.28% 76
2024
Q1 		$4.75M Buy
+35,961
New +$4.43M 0.32% 67

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

Trajan Wealth's MRK Position: Q2 2026 in Review

Trajan Wealth increased its Merck (MRK) stake by 28% in Q2 2026, buying an estimated $1.87M and bringing the position to 72,721 shares worth $9.34M. The position accounts for 0.35% of the portfolio, ranked #62.

Trajan Wealth first reported a position in MRK in Q1 2024 and has held it in 10 quarters since. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Trajan Wealth held 72,721 shares of Merck worth $9.34M as of Q2 2026.
  • Trajan Wealth bought 15,960 Merck shares in Q2 2026, an estimated $1.87M.
  • Merck made up 0.35% of Trajan Wealth's portfolio in Q2 2026, its #62 holding.
  • Trajan Wealth first reported a position in Merck in Q1 2024 and has held it in 10 quarters since.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Trajan Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.