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Allen Mooney & Barnes Investment Advisors’s Merck MRK Stock Holding History

Allen Mooney & Barnes 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 		$16.3M Sell
126,728
-3,350
-3% -$392K 2.48% 14
2026
Q1 		$15.6M Buy
130,078
+105,120
+421% +$12.1M 2.25% 14
2025
Q4 		$2.63M Buy
24,958
+756
+3% +$71K 0.4% 48
2025
Q3 		$2.03M Sell
24,202
-74
-0.3% -$6.09K 0.32% 51
2025
Q2 		$1.92M Buy
24,276
+985
+4% +$78.3K 0.32% 51
2025
Q1 		$2.09M Buy
23,291
+216
+0.9% +$20.2K 0.34% 53
2024
Q4 		$2.3M Buy
23,075
+170
+0.7% +$17.5K 0.39% 50
2024
Q3 		$2.6M Buy
22,905
+278
+1% +$33K 0.44% 49
2024
Q2 		$2.8M Sell
22,627
-991
-4% -$128K 0.5% 45
2024
Q1 		$2.98M Sell
23,618
-70
-0.3% -$8.63K 0.57% 44
2023
Q4 		$2.58M Buy
23,688
+114
+0.5% +$11.8K 0.49% 46
2023
Q3 		$2.43M Buy
23,574
+2,222
+10% +$239K 0.52% 45
2023
Q2 		$2.46M Buy
21,352
+921
+5% +$105K 0.55% 44
2023
Q1 		$2.17M Sell
20,431
-638
-3% -$68.9K 0.52% 47
2022
Q4 		$2.34M Buy
21,069
+89
+0.4% +$9.1K 0.56% 47
2022
Q3 		$1.81M Buy
20,980
+83
+0.4% +$7.41K 0.48% 52
2022
Q2 		$1.91M Sell
20,897
-483
-2% -$42.8K 0.49% 51
2022
Q1 		$1.75M Buy
+21,380
New +$1.69M 0.39% 57

Other funds holding MRK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's MRK Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its Merck (MRK) stake by 2.6% in Q2 2026, selling an estimated $392K and leaving 126,728 shares worth $16.3M. The position accounts for 2.48% of the portfolio, ranked #14.

Allen Mooney & Barnes Investment Advisors first reported a position in MRK in Q1 2022 and has held it in 18 quarters since. 2,022 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 126,728 shares of Merck worth $16.3M as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors sold 3,350 Merck shares in Q2 2026, an estimated $392K.
  • Merck made up 2.48% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #14 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Merck in Q1 2022 and has held it in 18 quarters since.
  • 2,022 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.