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Arbor Investment Advisors’s Merck MRK Stock Holding History

Arbor 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 		$206K Buy
+1,605
New +$188K 0.02% 138
2022
Q3 		– Sell
-2,683
Closed -$245K – 98
2022
Q2 		$245K Buy
2,683
+1
+0% +$89 0.05% 89
2022
Q1 		$220K Sell
2,682
-149
-5% -$11.7K 0.04% 112
2021
Q4 		$217K Buy
2,831
+18
+0.6% +$1.43K 0.04% 108
2021
Q3 		$211K Sell
2,813
-131
-4% -$9.96K 0.04% 100
2021
Q2 		$229K Sell
2,944
-90
-3% -$6.69K 0.05% 99
2021
Q1 		$223K Buy
3,034
+1
+0% +$74 0.05% 92
2020
Q4 		$237K Sell
3,033
-51
-2% -$3.9K 0.05% 82
2020
Q3 		$244K Sell
3,084
-92
-3% -$7.21K 0.06% 77
2020
Q2 		$234K Buy
3,176
+1
+0% +$75 0.06% 74
2020
Q1 		$233K Buy
3,175
+94
+3% +$7.39K 0.08% 70
2019
Q4 		$267K Hold
3,081
– – 0.08% 72
2019
Q3 		$247K Buy
3,081
+139
+5% +$11.1K 0.08% 71
2019
Q2 		$235K Buy
2,942
+1
+0% +$77 0.07% 69
2019
Q1 		$233K Buy
+2,941
New +$220K 0.07% 67
2014
Q3 		– Sell
-7,542
Closed -$416K – 49
2014
Q2 		$416K Hold
7,542
– – 0.22% 35
2014
Q1 		$409K Buy
+7,542
New +$391K 0.23% 35

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Arbor Investment Advisors's MRK Position: Q2 2026 in Review

Arbor Investment Advisors opened a new position in Merck (MRK) in Q2 2026: 1,605 shares worth $206K. The stake represents 0.02% of the portfolio and ranks #138 among its holdings. This is a return to the name: Arbor Investment Advisors previously reported a position in MRK as recently as Q2 2022.

Arbor Investment Advisors first reported a position in MRK in Q1 2014 and has held it in 17 quarters since. The position peaked at $416K in Q2 2014. 3,836 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Arbor Investment Advisors held 1,605 shares of Merck worth $206K as of Q2 2026.
  • Merck was a new Arbor Investment Advisors position in Q2 2026.
  • Merck made up 0.02% of Arbor Investment Advisors's portfolio in Q2 2026, its #138 holding.
  • Arbor Investment Advisors first reported a position in Merck in Q1 2014 and has held it in 17 quarters since.
  • Arbor Investment Advisors's Merck position peaked at $416K in Q2 2014.
  • 3,836 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Arbor Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.