Triangle Securities Wealth Management’s Merck MRK Stock Holding History

Triangle Securities 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	$1.68M	Sell	13,091 -187	-1%	-$21.9K	0.33%	78
2026 Q1	$1.6M	Buy	13,278 +5	+0%	+$577	0.36%	73
2025 Q4	$1.4M	Sell	13,273 -203	-2%	-$19.1K	0.29%	82
2025 Q3	$1.13M	Buy	13,476 +2,660	+25%	+$219K	0.26%	100
2025 Q2	$856K	Sell	10,816 -3,522	-25%	-$280K	0.21%	112
2025 Q1	$1.29M	Buy	14,338 +759	+6%	+$70.9K	0.33%	81
2024 Q4	$1.35M	Sell	13,579 -238	-2%	-$24.5K	0.35%	72
2024 Q3	$1.57M	Sell	13,817 -2,473	-15%	-$294K	0.41%	66
2024 Q2	$2.02M	Buy	16,290 +186	+1%	+$24K	0.57%	57
2024 Q1	$2.12M	Buy	16,104 +408	+3%	+$50.3K	0.61%	52
2023 Q4	$1.71M	Sell	15,696 -258	-2%	-$26.8K	0.53%	60
2023 Q3	$1.64M	Sell	15,954 -793	-5%	-$85.5K	0.58%	56
2023 Q2	$1.93M	Sell	16,747 -590	-3%	-$67K	0.66%	44
2023 Q1	$1.84M	Sell	17,337 -201	-1%	-$21.7K	0.66%	48
2022 Q4	$1.95M	Sell	17,538 -546	-3%	-$55.8K	0.71%	44
2022 Q3	$1.56M	Sell	18,084 -448	-2%	-$40K	0.64%	51
2022 Q2	$1.69M	Buy	18,532 +130	+0.7%	+$11.5K	0.66%	49
2022 Q1	$1.51M	Sell	18,402 -471	-2%	-$37.1K	0.51%	67
2021 Q4	$1.45M	Buy	18,873 +567	+3%	+$45.2K	0.45%	70
2021 Q3	$1.38M	Buy	18,306 +109	+0.6%	+$8.29K	0.47%	68
2021 Q2	$1.42M	Sell	18,197 -705	-4%	-$52.4K	0.48%	70
2021 Q1	$1.39M	Buy	18,902 +1,580	+9%	+$117K	0.5%	66
2020 Q4	$1.35M	Buy	17,322 +814	+5%	+$62.3K	0.54%	63
2020 Q3	$1.31M	Buy	16,508 +699	+4%	+$54.8K	0.59%	58
2020 Q2	$1.17M	Buy	15,809 +420	+3%	+$31.6K	0.56%	64
2020 Q1	$1.13M	Buy	15,389 +213	+1%	+$16.7K	0.65%	53
2019 Q4	$1.32M	Sell	15,176 -690	-4%	-$56.7K	0.57%	56
2019 Q3	$1.27M	Buy	15,866 +1,036	+7%	+$83K	0.62%	55
2019 Q2	$1.19M	Buy	14,830 +407	+3%	+$31.2K	0.6%	54
2019 Q1	$1.15M	Sell	14,423 -1,070	-7%	-$80K	0.6%	58
2018 Q4	$1.13M	Sell	15,493 -221	-1%	-$15.6K	0.67%	50
2018 Q3	$1.06M	Sell	15,714 -167	-1%	-$10.6K	0.57%	57
2018 Q2	$920K	Sell	15,881 -294	-2%	-$16.6K	0.51%	61
2018 Q1	$841K	Buy	16,175 +725	+5%	+$39.2K	0.48%	65
2017 Q4	$830K	Sell	15,450 -203	-1%	-$11.3K	0.47%	67
2017 Q3	$956K	Sell	15,653 -181	-1%	-$11K	0.57%	60
2017 Q2	$968K	Sell	15,834 -98	-0.6%	-$5.96K	0.64%	54
2017 Q1	$966K	Buy	15,932 +385	+2%	+$23.4K	0.62%	54
2016 Q4	$873K	Sell	15,547 -12,319	-44%	-$721K	0.58%	54
2016 Q3	$1.66M	Sell	27,866 -2,007	-7%	-$117K	1.15%	31
2016 Q2	$1.64M	Sell	29,873 -1,022	-3%	-$54.4K	1.23%	29
2016 Q1	$1.56M	Buy	30,895 +487	+2%	+$23.9K	1.02%	34
2015 Q4	$1.53M	Buy	30,408 +723	+2%	+$36.5K	1.03%	30
2015 Q3	$1.4M	Buy	29,685 +2,206	+8%	+$117K	1.06%	28
2015 Q2	$1.49M	Buy	27,479 +4,409	+19%	+$247K	1.06%	32
2015 Q1	$1.26M	Buy	23,070 +14,175	+159%	+$803K	0.88%	39
2014 Q4	$482K	Buy	8,895 +104	+1%	+$5.79K	0.34%	84
2014 Q3	$497K	Hold	8,791	–	–	0.38%	80
2014 Q2	$485K	Sell	8,791 -4	-0%	-$218	0.37%	78
2014 Q1	$371K	Sell	8,795 -265	-3%	-$13.7K	0.33%	89
2013 Q4	$433K	Buy	9,060 +214	+2%	+$9.78K	0.35%	83
2013 Q3	$402K	Buy	8,846 +51	+0.6%	+$2.33K	0.35%	85
2013 Q2	$390K	Buy	+8,795	New	+$393K	0.29%	85

Other funds holding MRK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Triangle Securities Wealth Management's MRK Position: Q2 2026 in Review

Triangle Securities Wealth Management reduced its Merck (MRK) stake by 1.4% in Q2 2026, selling an estimated $21.9K and leaving 13,091 shares worth $1.68M. The position accounts for 0.33% of the portfolio, ranked #78.

Triangle Securities Wealth Management first reported a position in MRK in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.12M in Q1 2024. 1,038 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Triangle Securities Wealth Management held 13,091 shares of Merck worth $1.68M as of Q2 2026.
Triangle Securities Wealth Management sold 187 Merck shares in Q2 2026, an estimated $21.9K.
Merck made up 0.33% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #78 holding.
Triangle Securities Wealth Management first reported a position in Merck in Q2 2013 and has held it in 53 quarters since.
Triangle Securities Wealth Management's Merck position peaked at $2.12M in Q1 2024.
1,038 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.