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Beacon Financial Advisory’s Merck MRK Stock Holding History

Beacon Financial Advisory’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 		$915K Buy
7,120
+489
+7% +$57.2K 0.18% 148
2026
Q1 		$798K Sell
6,631
-12,891
-66% -$1.49M 0.18% 156
2025
Q4 		$2.05M Sell
19,522
-957
-5% -$89.8K 0.48% 44
2025
Q3 		$1.72M Buy
20,479
+13,754
+205% +$1.13M 0.4% 52
2025
Q2 		$532K Buy
6,725
+1,473
+28% +$117K 0.14% 193
2025
Q1 		$471K Sell
5,252
-222
-4% -$20.7K 0.14% 173
2024
Q4 		$545K Buy
5,474
+403
+8% +$41.5K 0.18% 153
2024
Q3 		$576K Sell
5,071
-23
-0.5% -$2.73K 0.2% 138
2024
Q2 		$631K Sell
5,094
-5,545
-52% -$714K 0.24% 123
2024
Q1 		$1.4M Sell
10,639
-2,197
-17% -$271K 0.68% 27
2023
Q4 		$1.4M Sell
12,836
-522
-4% -$54.2K 0.67% 32
2023
Q3 		$1.38M Buy
13,358
+945
+8% +$102K 0.76% 28
2023
Q2 		$1.43M Buy
12,413
+411
+3% +$46.7K 0.82% 25
2023
Q1 		$1.28M Buy
12,002
+411
+4% +$44.4K 0.81% 24
2022
Q4 		$1.29M Buy
11,591
+222
+2% +$22.7K 0.92% 24
2022
Q3 		$979K Sell
11,369
-2,072
-15% -$185K 0.7% 40
2022
Q2 		$1.23M Buy
13,441
+423
+3% +$37.5K 0.7% 37
2022
Q1 		$1.07M Buy
13,018
+296
+2% +$23.3K 0.51% 55
2021
Q4 		$975K Buy
12,722
+50
+0.4% +$3.98K 0.45% 70
2021
Q3 		$952K Sell
12,672
-71
-0.6% -$5.4K 0.49% 65
2021
Q2 		$991K Sell
12,743
-98
-0.8% -$7.29K 0.53% 57
2021
Q1 		$945K Buy
12,841
+6,409
+100% +$473K 0.54% 59
2020
Q4 		$502K Buy
6,432
+855
+15% +$65.4K 0.33% 97
2020
Q3 		$441K Buy
5,577
+1,135
+26% +$88.9K 0.38% 85
2020
Q2 		$327K Buy
4,442
+18
+0.4% +$1.35K 0.36% 96
2020
Q1 		$324K Sell
4,424
-134
-3% -$10.5K 0.41% 78
2019
Q4 		$395K Buy
+4,558
New +$374K 0.34% 85

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

Beacon Financial Advisory's MRK Position: Q2 2026 in Review

Beacon Financial Advisory increased its Merck (MRK) stake by 7.4% in Q2 2026, buying an estimated $57.2K and bringing the position to 7,120 shares worth $915K. The position accounts for 0.18% of the portfolio, ranked #148.

Beacon Financial Advisory first reported a position in MRK in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.05M in Q4 2025. 3,844 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Beacon Financial Advisory held 7,120 shares of Merck worth $915K as of Q2 2026.
  • Beacon Financial Advisory bought 489 Merck shares in Q2 2026, an estimated $57.2K.
  • Merck made up 0.18% of Beacon Financial Advisory's portfolio in Q2 2026, its #148 holding.
  • Beacon Financial Advisory first reported a position in Merck in Q4 2019 and has held it in 27 quarters since.
  • Beacon Financial Advisory's Merck position peaked at $2.05M in Q4 2025.
  • 3,844 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.