Advisory Alpha’s Merck MRK Stock Holding History

Advisory Alpha’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	$1.13M	Buy	8,797 +1,594	+22%	+$187K	0.03%	202
2026 Q1	$867K	Buy	7,203 +33	+0.5%	+$3.81K	0.02%	219
2025 Q4	$755K	Buy	7,170 +1,087	+18%	+$102K	0.02%	232
2025 Q3	$545K	Buy	6,083 +2,354	+63%	+$194K	0.02%	281
2025 Q2	$295K	Sell	3,729 -197	-5%	-$15.7K	0.01%	373
2025 Q1	$352K	Sell	3,926 -85	-2%	-$7.94K	0.01%	311
2024 Q4	$399K	Buy	4,011 +168	+4%	+$17.3K	0.01%	262
2024 Q3	$437K	Sell	3,843 -85	-2%	-$10.1K	0.02%	254
2024 Q2	$486K	Sell	3,928 -240	-6%	-$30.9K	0.02%	214
2024 Q1	$550K	Sell	4,168 -764	-15%	-$94.2K	0.02%	205
2023 Q4	$538K	Buy	4,932 +2,057	+72%	+$214K	0.02%	196
2023 Q3	$296K	Buy	2,875 +228	+9%	+$24.6K	0.02%	237
2023 Q2	$306K	Buy	+2,647	New	+$301K	0.02%	252
2020 Q4	–	Sell	-1,702	Closed	-$130K	–	440
2020 Q3	$130K	Buy	+1,702	New	+$133K	0.03%	126
2020 Q2	–	Sell	-1,195	Closed	-$92.2K	–	414
2020 Q1	$92.2K	Buy	1,195 +116	+11%	+$9.12K	0.03%	151
2019 Q4	$92.2K	Sell	1,079 -23	-2%	-$1.89K	0.02%	216
2019 Q3	$88.6K	Buy	+1,102	New	+$88.3K	0.03%	184
2019 Q2	–	Sell	-891	Closed	-$66.6K	–	446
2019 Q1	$66.6K	Buy	+891	New	+$66.6K	0.02%	197

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Advisory Alpha's MRK Position: Q2 2026 in Review

Advisory Alpha increased its Merck (MRK) stake by 22% in Q2 2026, buying an estimated $187K and bringing the position to 8,797 shares worth $1.13M. The position accounts for 0.03% of the portfolio, ranked #202.

Advisory Alpha first reported a position in MRK in Q1 2019 and has held it in 18 quarters since. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Advisory Alpha held 8,797 shares of Merck worth $1.13M as of Q2 2026.
Advisory Alpha bought 1,594 Merck shares in Q2 2026, an estimated $187K.
Merck made up 0.03% of Advisory Alpha's portfolio in Q2 2026, its #202 holding.
Advisory Alpha first reported a position in Merck in Q1 2019 and has held it in 18 quarters since.
3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.