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Avion Wealth’s Merck MRK Stock Holding History

Avion Wealth’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 		$266K Buy
2,071
+115
+6% +$13.5K 0.05% 97
2026
Q1 		$235K Buy
1,956
+88
+5% +$10.2K 0.05% 95
2025
Q4 		$196K Buy
1,868
+196
+12% +$18.4K 0.04% 106
2025
Q3 		$140K Buy
1,672
+69
+4% +$5.68K 0.03% 127
2025
Q2 		$126K Sell
1,603
-499
-24% -$39.7K 0.03% 122
2025
Q1 		$209K Hold
2,102
– – 0.05% 83
2024
Q4 		$209K Buy
2,102
+31
+1% +$3.2K 0.05% 83
2024
Q3 		$235K Buy
2,071
+498
+32% +$59.2K 0.06% 74
2024
Q2 		$194K Sell
1,573
-115
-7% -$14.8K 0.05% 76
2024
Q1 		$223K Sell
1,688
-84
-5% -$10.4K 0.06% 74
2023
Q4 		$193K Buy
1,772
+157
+10% +$16.3K 0.05% 75
2023
Q3 		$166K Buy
1,615
+23
+1% +$2.48K 0.05% 74
2023
Q2 		$183K Buy
1,592
+89
+6% +$10.1K 0.05% 74
2023
Q1 		$166K Buy
1,503
+192
+15% +$20.7K 0.05% 74
2022
Q4 		$112K Hold
1,311
– – 0.03% 93
2022
Q3 		$113K Buy
1,311
+1
+0.1% +$89 0.04% 93
2022
Q2 		$119K Buy
1,310
+38
+3% +$3.37K 0.04% 83
2022
Q1 		$104K Buy
1,272
+2
+0.2% +$158 0.03% 85
2021
Q4 		$97K Buy
1,270
+1
+0.1% +$80 0.03% 85
2021
Q3 		$95K Buy
1,269
+2
+0.2% +$152 0.03% 80
2021
Q2 		$99K Buy
1,267
+149
+13% +$11.1K 0.03% 79
2021
Q1 		$82K Sell
1,118
-59
-5% -$4.35K 0.03% 84
2020
Q4 		$92K Buy
1,177
+59
+5% +$4.51K 0.03% 78
2020
Q3 		$89K Hold
1,118
– – 0.03% 65
2020
Q2 		$83K Hold
1,118
– – 0.03% 66
2020
Q1 		$82K Buy
+1,118
New +$87.9K 0.04% 60

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

Avion Wealth's MRK Position: Q2 2026 in Review

Avion Wealth increased its Merck (MRK) stake by 5.9% in Q2 2026, buying an estimated $13.5K and bringing the position to 2,071 shares worth $266K. The position accounts for 0.05% of the portfolio, ranked #97.

Avion Wealth first reported a position in MRK in Q1 2020 and has held it in 26 quarters since. 3,819 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Avion Wealth held 2,071 shares of Merck worth $266K as of Q2 2026.
  • Avion Wealth bought 115 Merck shares in Q2 2026, an estimated $13.5K.
  • Merck made up 0.05% of Avion Wealth's portfolio in Q2 2026, its #97 holding.
  • Avion Wealth first reported a position in Merck in Q1 2020 and has held it in 26 quarters since.
  • 3,819 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.