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Barry Investment Advisors’s Merck MRK Stock Holding History

Barry 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 		$2.54M Sell
19,781
-71
-0.4% -$8.31K 0.53% 31
2026
Q1 		$2.4M Sell
19,852
-2
-0% -$231 0.53% 32
2025
Q4 		$2.09M Buy
19,854
+181
+0.9% +$17K 0.47% 36
2025
Q3 		$1.65M Buy
19,673
+901
+5% +$74.2K 0.38% 43
2025
Q2 		$1.5M Buy
18,772
+6,249
+50% +$497K 0.37% 44
2025
Q1 		$1.13M Buy
12,523
+175
+1% +$16.3K 0.3% 46
2024
Q4 		$1.24M Sell
12,348
-541
-4% -$55.8K 0.4% 40
2024
Q3 		$1.46M Buy
12,889
+227
+2% +$27K 0.45% 37
2024
Q2 		$1.58M Sell
12,662
-31
-0.2% -$3.99K 0.53% 34
2024
Q1 		$1.68M Sell
12,693
-218
-2% -$26.9K 0.56% 35
2023
Q4 		$1.42M Buy
12,911
+124
+1% +$12.9K 0.48% 38
2023
Q3 		$1.33M Sell
12,787
-120
-0.9% -$12.9K 0.48% 41
2023
Q2 		$1.5M Sell
12,907
-601
-4% -$68.2K 0.51% 38
2023
Q1 		$1.45M Sell
13,508
-439
-3% -$47.4K 0.47% 39
2022
Q4 		$1.55M Sell
13,947
-294
-2% -$30.1K 0.49% 38
2022
Q3 		$1.24M Buy
14,241
+43
+0.3% +$3.84K 0.42% 41
2022
Q2 		$1.3M Sell
14,198
-552
-4% -$48.9K 0.39% 43
2022
Q1 		$1.22M Buy
14,750
+377
+3% +$29.7K 0.32% 48
2021
Q4 		$1.11M Buy
14,373
+288
+2% +$22.9K 0.29% 50
2021
Q3 		$1.07M Buy
14,085
+541
+4% +$41.1K 0.3% 47
2021
Q2 		$1.06M Buy
13,544
+1,275
+10% +$94.8K 0.28% 47
2021
Q1 		$909K Buy
12,269
+1,492
+14% +$110K 0.25% 53
2020
Q4 		$847K Buy
10,777
+2,432
+29% +$186K 0.25% 43
2020
Q3 		$665K Buy
8,345
+1,175
+16% +$92K 0.23% 41
2020
Q2 		$531K Buy
+7,170
New +$540K 0.19% 46
2019
Q1 		– Sell
-106,385
Closed -$7.76M – 78
2018
Q4 		$7.76M Buy
106,385
+599
+0.6% +$42.3K 2.9% 13
2018
Q3 		$7.16M Buy
105,786
+1,001
+1% +$63.8K 2.41% 19
2018
Q2 		$6.07M Buy
104,785
+3,584
+4% +$202K 2.33% 19
2018
Q1 		$5.26M Buy
101,201
+261
+0.3% +$14.1K 1.99% 19
2017
Q4 		$5.42M Buy
100,940
+243
+0.2% +$13.5K 2.01% 18
2017
Q3 		$6.15M Sell
100,697
-117
-0.1% -$7.09K 2.27% 17
2017
Q2 		$6.17M Buy
100,814
+386
+0.4% +$23.5K 2.33% 17
2017
Q1 		$6.09M Sell
100,428
-636
-0.6% -$38.6K 2.26% 18
2016
Q4 		$5.68M Sell
101,064
-1,600
-2% -$93.6K 1.99% 20
2016
Q3 		$6.11M Sell
102,664
-45,695
-31% -$2.67M 2.1% 19
2016
Q2 		$8.15M Sell
148,359
-1,306
-0.9% -$69.5K 3.17% 12
2016
Q1 		$7.56M Buy
149,665
+3,852
+3% +$189K 2.4% 14
2015
Q4 		$7.35M Sell
145,813
-5,380
-4% -$271K 2.39% 15
2015
Q3 		$7.13M Sell
151,193
-1,758
-1% -$93.4K 2.28% 15
2015
Q2 		$8.31M Buy
152,951
+663
+0.4% +$37.2K 8.36% 6
2015
Q1 		$8.35M Sell
152,288
-7,458
-5% -$422K 2.55% 14
2014
Q4 		$8.66M Buy
+159,746
New +$8.9M 2.81% 12

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Barry Investment Advisors reduced its Merck (MRK) stake by 0.36% in Q2 2026, selling an estimated $8.31K and leaving 19,781 shares worth $2.54M. The position accounts for 0.53% of the portfolio, ranked #31.

Barry Investment Advisors first reported a position in MRK in Q4 2014 and has held it in 42 quarters since. The position peaked at $8.66M in Q4 2014. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Barry Investment Advisors held 19,781 shares of Merck worth $2.54M as of Q2 2026.
  • Barry Investment Advisors sold 71 Merck shares in Q2 2026, an estimated $8.31K.
  • Merck made up 0.53% of Barry Investment Advisors's portfolio in Q2 2026, its #31 holding.
  • Barry Investment Advisors first reported a position in Merck in Q4 2014 and has held it in 42 quarters since.
  • Barry Investment Advisors's Merck position peaked at $8.66M in Q4 2014.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Barry Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.