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Traphagen Investment Advisors’s Merck MRK Stock Holding History

Traphagen Investment Advisors’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 		$807K Sell
6,280
-335
-5% -$39.2K 0.06% 99
2026
Q1 		$796K Sell
6,615
-541
-8% -$62.5K 0.06% 90
2025
Q4 		$753K Sell
7,156
-814
-10% -$76.4K 0.06% 93
2025
Q3 		$669K Sell
7,970
-663
-8% -$54.6K 0.06% 99
2025
Q2 		$683K Buy
8,633
+530
+7% +$42.1K 0.06% 93
2025
Q1 		$727K Sell
8,103
-391
-5% -$36.5K 0.08% 87
2024
Q4 		$845K Sell
8,494
-568
-6% -$58.6K 0.09% 81
2024
Q3 		$1.03M Buy
9,062
+383
+4% +$45.5K 0.1% 68
2024
Q2 		$1.07M Buy
8,679
+259
+3% +$33.4K 0.12% 64
2024
Q1 		$1.11M Buy
8,420
+66
+0.8% +$8.13K 0.12% 63
2023
Q4 		$911K Buy
8,354
+723
+9% +$75K 0.11% 62
2023
Q3 		$786K Buy
7,631
+10
+0.1% +$1.08K 0.1% 64
2023
Q2 		$879K Buy
7,621
+105
+1% +$11.9K 0.11% 59
2023
Q1 		$800K Buy
7,516
+284
+4% +$30.7K 0.12% 63
2022
Q4 		$802K Sell
7,232
-178
-2% -$18.2K 0.13% 59
2022
Q3 		$638K Sell
7,410
-53
-0.7% -$4.73K 0.12% 56
2022
Q2 		$680K Buy
7,463
+112
+2% +$9.93K 0.12% 59
2022
Q1 		$603K Buy
7,351
+666
+10% +$52.5K 0.1% 63
2021
Q4 		$512K Buy
6,685
+132
+2% +$10.5K 0.08% 78
2021
Q3 		$492K Buy
6,553
+11
+0.2% +$837 0.09% 69
2021
Q2 		$509K Sell
6,542
-403
-6% -$30K 0.09% 76
2021
Q1 		$511K Buy
6,945
+219
+3% +$16.2K 0.09% 72
2020
Q4 		$525K Sell
6,726
-43
-0.6% -$3.29K 0.09% 73
2020
Q3 		$536K Buy
6,769
+47
+0.7% +$3.68K 0.11% 65
2020
Q2 		$496K Buy
6,722
+471
+8% +$35.5K 0.11% 71
2020
Q1 		$459K Buy
6,251
+945
+18% +$74.3K 0.12% 67
2019
Q4 		$461K Buy
5,306
+2,548
+92% +$209K 0.11% 74
2019
Q3 		$222K Buy
2,758
+4
+0.1% +$321 0.06% 102
2019
Q2 		$220K Buy
2,754
+78
+3% +$5.97K 0.06% 102
2019
Q1 		$212K Buy
+2,676
New +$200K 0.06% 97

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

Traphagen Investment Advisors's MRK Position: Q2 2026 in Review

Traphagen Investment Advisors reduced its Merck (MRK) stake by 5.1% in Q2 2026, selling an estimated $39.2K and leaving 6,280 shares worth $807K. The position accounts for 0.06% of the portfolio, ranked #99.

Traphagen Investment Advisors first reported a position in MRK in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.11M in Q1 2024. 3,829 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Traphagen Investment Advisors held 6,280 shares of Merck worth $807K as of Q2 2026.
  • Traphagen Investment Advisors sold 335 Merck shares in Q2 2026, an estimated $39.2K.
  • Merck made up 0.06% of Traphagen Investment Advisors's portfolio in Q2 2026, its #99 holding.
  • Traphagen Investment Advisors first reported a position in Merck in Q1 2019 and has held it in 30 quarters since.
  • Traphagen Investment Advisors's Merck position peaked at $1.11M in Q1 2024.
  • 3,829 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Traphagen Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.