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Annex Advisory Services’s Merck MRK Stock Holding History

Annex Advisory Services’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 		$622K Sell
4,837
-250
-5% -$29.3K 0.01% 233
2026
Q1 		$612K Sell
5,087
-165
-3% -$19K 0.01% 229
2025
Q4 		$553K Sell
5,252
-1,448
-22% -$136K 0.01% 240
2025
Q3 		$562K Sell
6,700
-4,429
-40% -$365K 0.01% 206
2025
Q2 		$881K Sell
11,129
-266,571
-96% -$21.2M 0.02% 170
2025
Q1 		$24.9M Buy
277,700
+67
+0% +$6.26K 0.71% 44
2024
Q4 		$27.6M Sell
277,633
-30,783
-10% -$3.17M 0.83% 28
2024
Q3 		$35M Buy
308,416
+39,631
+15% +$4.71M 1.12% 16
2024
Q2 		$33.3M Buy
268,785
+24,999
+10% +$3.22M 1.17% 14
2024
Q1 		$32.2M Buy
243,786
+25,430
+12% +$3.13M 1.14% 14
2023
Q4 		$23.8M Buy
218,356
+35,717
+20% +$3.71M 0.99% 20
2023
Q3 		$18.8M Buy
182,639
+31,789
+21% +$3.43M 1.14% 16
2023
Q2 		$17.4M Buy
150,850
+2,078
+1% +$236K 0.97% 22
2023
Q1 		$15.8M Buy
148,772
+6,412
+5% +$692K 0.85% 20
2022
Q4 		$15.8M Buy
142,360
+3,770
+3% +$385K 0.89% 19
2022
Q3 		$11.9M Buy
138,590
+3,990
+3% +$356K 0.8% 21
2022
Q2 		$12.3M Buy
134,600
+27,146
+25% +$2.41M 0.89% 20
2022
Q1 		$8.82M Buy
107,454
+23,962
+29% +$1.89M 0.65% 24
2021
Q4 		$6.4M Buy
83,492
+19,931
+31% +$1.59M 0.44% 39
2021
Q3 		$4.77M Buy
63,561
+10,235
+19% +$778K 0.39% 43
2021
Q2 		$4.14M Buy
53,326
+2,704
+5% +$201K 0.34% 52
2021
Q1 		$3.72M Buy
50,622
+3,899
+8% +$288K 0.36% 52
2020
Q4 		$3.65M Buy
46,723
+3,782
+9% +$289K 0.36% 45
2020
Q3 		$3.4M Sell
42,941
-660
-2% -$51.7K 0.43% 27
2020
Q2 		$3.22M Buy
43,601
+39,314
+917% +$2.96M 0.45% 26
2020
Q1 		$314K Buy
4,287
+73
+2% +$5.74K 0.04% 98
2019
Q4 		$366K Buy
4,214
+405
+11% +$33.3K 0.04% 98
2019
Q3 		$306K Buy
3,809
+595
+19% +$47.7K 0.04% 99
2019
Q2 		$257K Buy
3,214
+157
+5% +$12K 0.04% 102
2019
Q1 		$243K Sell
3,057
-204
-6% -$15.3K 0.04% 107
2018
Q4 		$238K Buy
3,261
+104
+3% +$7.34K 0.04% 106
2018
Q3 		$214K Sell
3,157
-837
-21% -$53.3K 0.03% 123
2018
Q2 		$231K Buy
+3,994
New +$225K 0.04% 116
2017
Q2 		– Sell
-6,556
Closed -$397K – 129
2017
Q1 		$397K Sell
6,556
-9,098
-58% -$552K 0.1% 80
2016
Q4 		$879K Buy
15,654
+2,749
+21% +$161K 0.21% 39
2016
Q3 		$769K Buy
12,905
+244
+2% +$14.3K 0.2% 41
2016
Q2 		$696K Buy
12,661
+45
+0.4% +$2.4K 0.19% 49
2016
Q1 		$637K Sell
12,616
-624
-5% -$30.6K 0.18% 50
2015
Q4 		$667K Buy
13,240
+1,028
+8% +$51.8K 0.2% 47
2015
Q3 		$576K Buy
12,212
+2,755
+29% +$146K 0.19% 43
2015
Q2 		$514K Buy
9,457
+2,311
+32% +$130K 0.16% 42
2015
Q1 		$392K Buy
7,146
+2,149
+43% +$122K 0.13% 52
2014
Q4 		$271K Buy
+4,997
New +$278K 0.08% 73

Other funds holding MRK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Annex Advisory Services's MRK Position: Q2 2026 in Review

Annex Advisory Services reduced its Merck (MRK) stake by 4.9% in Q2 2026, selling an estimated $29.3K and leaving 4,837 shares worth $622K. The position accounts for 0.01% of the portfolio, ranked #233.

Annex Advisory Services first reported a position in MRK in Q4 2014 and has held it in 43 quarters since. The position peaked at $35M in Q3 2024. 711 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Annex Advisory Services held 4,837 shares of Merck worth $622K as of Q2 2026.
  • Annex Advisory Services sold 250 Merck shares in Q2 2026, an estimated $29.3K.
  • Merck made up 0.01% of Annex Advisory Services's portfolio in Q2 2026, its #233 holding.
  • Annex Advisory Services first reported a position in Merck in Q4 2014 and has held it in 43 quarters since.
  • Annex Advisory Services's Merck position peaked at $35M in Q3 2024.
  • 711 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.