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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Beacon Financial Advisory's MRK Position: Q1 2026 in Review

Beacon Financial Advisory reduced its Merck (MRK) stake by 66% in Q1 2026, selling an estimated $1.49M and leaving 6,631 shares worth $798K. The position accounts for 0.18% of the portfolio, ranked #156.

Beacon Financial Advisory first reported a position in MRK in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.05M in Q4 2025. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Beacon Financial Advisory held 6,631 shares of Merck worth $798K as of Q1 2026.
  • Beacon Financial Advisory sold 12,891 Merck shares in Q1 2026, an estimated $1.49M.
  • Merck made up 0.18% of Beacon Financial Advisory's portfolio in Q1 2026, its #156 holding.
  • Beacon Financial Advisory first reported a position in Merck in Q4 2019 and has held it in 26 quarters since.
  • Beacon Financial Advisory's Merck position peaked at $2.05M in Q4 2025.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.