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Atomi Financial Group’s Merck MRK Stock Holding History

Atomi Financial Group’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 		$13M Buy
101,296
+7,734
+8% +$905K 0.34% 59
2026
Q1 		$11.3M Buy
93,562
+30,627
+49% +$3.54M 0.35% 58
2025
Q4 		$6.62M Buy
62,935
+23,752
+61% +$2.23M 0.19% 91
2025
Q3 		$3.29M Buy
39,183
+6,069
+18% +$500K 0.11% 140
2025
Q2 		$2.62M Sell
33,114
-2,132
-6% -$169K 0.1% 152
2025
Q1 		$3.16M Buy
35,246
+729
+2% +$68.1K 0.14% 115
2024
Q4 		$3.43M Buy
34,517
+3,499
+11% +$361K 0.17% 99
2024
Q3 		$3.52M Sell
31,018
-1,282
-4% -$152K 0.22% 88
2024
Q2 		$4M Buy
32,300
+4,191
+15% +$540K 0.3% 71
2024
Q1 		$3.71M Buy
28,109
+1,012
+4% +$125K 0.34% 64
2023
Q4 		$2.95M Buy
27,097
+4,087
+18% +$424K 0.41% 52
2023
Q3 		$2.37M Buy
23,010
+1,901
+9% +$205K 0.79% 27
2023
Q2 		$2.44M Buy
21,109
+398
+2% +$45.2K 1.11% 9
2023
Q1 		$2.2M Buy
+20,711
New +$2.24M 1.23% 15

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

Atomi Financial Group's MRK Position: Q2 2026 in Review

Atomi Financial Group increased its Merck (MRK) stake by 8.3% in Q2 2026, buying an estimated $905K and bringing the position to 101,296 shares worth $13M. The position accounts for 0.34% of the portfolio, ranked #59.

Atomi Financial Group first reported a position in MRK in Q1 2023 and has held it in 14 quarters since. 3,845 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Atomi Financial Group held 101,296 shares of Merck worth $13M as of Q2 2026.
  • Atomi Financial Group bought 7,734 Merck shares in Q2 2026, an estimated $905K.
  • Merck made up 0.34% of Atomi Financial Group's portfolio in Q2 2026, its #59 holding.
  • Atomi Financial Group first reported a position in Merck in Q1 2023 and has held it in 14 quarters since.
  • 3,845 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.