Allegiance Financial Group Advisory Services’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$851K Sell
6,578
-232
-3% -$27.2K 0.15% 56
2026
Q1
$819K Sell
6,810
-421
-6% -$48.6K 0.16% 55
2025
Q4
$761K Buy
7,231
+1,004
+16% +$94.2K 0.16% 53
2025
Q3
$528K Buy
6,227
+307
+5% +$25.3K 0.12% 64
2025
Q2
$473K Buy
+5,920
New +$471K 0.13% 65
2025
Q1
Sell
-2,382
Closed -$237K 149
2024
Q4
$237K Buy
+2,382
New +$246K 0.08% 83
2024
Q3
Sell
-1,740
Closed -$215K 81
2024
Q2
$215K Hold
1,740
0.08% 64
2024
Q1
$230K Buy
+1,740
New +$214K 0.09% 64
2023
Q3
Sell
-1,740
Closed -$201K 67
2023
Q2
$201K Buy
+1,740
New +$198K 0.12% 62

Other funds holding MRK

Allegiance Financial Group Advisory Services's MRK Position: Q2 2026 in Review

Allegiance Financial Group Advisory Services reduced its Merck (MRK) stake by 3.4% in Q2 2026, selling an estimated $27.2K and leaving 6,578 shares worth $851K. The position accounts for 0.15% of the portfolio, ranked #56.

Allegiance Financial Group Advisory Services first reported a position in MRK in Q2 2023 and has held it in 9 quarters since. 3,847 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Allegiance Financial Group Advisory Services held 6,578 shares of Merck worth $851K as of Q2 2026.
  • Allegiance Financial Group Advisory Services sold 232 Merck shares in Q2 2026, an estimated $27.2K.
  • Merck made up 0.15% of Allegiance Financial Group Advisory Services's portfolio in Q2 2026, its #56 holding.
  • Allegiance Financial Group Advisory Services first reported a position in Merck in Q2 2023 and has held it in 9 quarters since.
  • 3,847 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.