BFG
MRK icon

Beacon Financial Group’s Merck MRK Stock Holding History

Beacon 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 		$906K Buy
7,047
+678
+11% +$79.4K 0.08% 183
2026
Q1 		$766K Buy
6,369
+19
+0.3% +$2.19K 0.08% 186
2025
Q4 		$668K Sell
6,350
-24
-0.4% -$2.25K 0.07% 198
2025
Q3 		$535K Buy
6,374
+73
+1% +$6.01K 0.05% 223
2025
Q2 		$499K Sell
6,301
-351
-5% -$27.9K 0.05% 226
2025
Q1 		$597K Sell
6,652
-3,440
-34% -$321K 0.07% 197
2024
Q4 		$1M Sell
10,092
-5,380
-35% -$555K 0.11% 157
2024
Q3 		$1.76M Sell
15,472
-701
-4% -$83.3K 0.19% 126
2024
Q2 		$2M Sell
16,173
-968
-6% -$125K 0.23% 109
2024
Q1 		$2.26M Sell
17,141
-445
-3% -$54.9K 0.26% 97
2023
Q4 		$1.92M Sell
17,586
-571
-3% -$59.3K 0.23% 105
2023
Q3 		$1.98M Sell
18,157
-841
-4% -$90.6K 0.28% 90
2023
Q2 		$2.16M Sell
18,998
-349
-2% -$39.6K 0.29% 91
2023
Q1 		$2.18M Sell
19,347
-8,288
-30% -$895K 0.3% 88
2022
Q4 		$3.07M Sell
27,635
-427
-2% -$43.6K 0.42% 70
2022
Q3 		$2.43M Buy
28,062
+47
+0.2% +$4.2K 0.38% 74
2022
Q2 		$2.59M Sell
28,015
-531
-2% -$47.1K 0.38% 78
2022
Q1 		$2.37M Buy
28,546
+21,223
+290% +$1.67M 0.32% 85
2021
Q4 		$563K Sell
7,323
-82
-1% -$6.53K 0.07% 187
2021
Q3 		$556K Buy
7,405
+105
+1% +$7.99K 0.07% 179
2021
Q2 		$556K Buy
7,300
+1,443
+25% +$107K 0.08% 171
2021
Q1 		$462K Hold
5,857
– – 0.07% 175
2020
Q4 		$462K Buy
5,857
+1,447
+33% +$111K 0.07% 180
2020
Q3 		$349K Buy
4,410
+49
+1% +$3.84K 0.06% 172
2020
Q2 		$317K Buy
4,361
+47
+1% +$3.54K 0.06% 173
2020
Q1 		$317K Sell
4,314
-508
-11% -$39.9K 0.07% 150
2019
Q4 		$381K Hold
4,822
– – 0.05% 170
2019
Q3 		$381K Buy
4,822
+71
+1% +$5.69K 0.06% 157
2019
Q2 		$380K Buy
4,751
+267
+6% +$20.4K 0.06% 157
2019
Q1 		$356 Sell
4,484
-4,503
-50% -$337K 0.06% 147
2018
Q4 		$646K Buy
8,987
+109
+1% +$7.7K 0.12% 121
2018
Q3 		$601K Buy
8,878
+5
+0.1% +$319 0.1% 127
2018
Q2 		$514K Sell
8,873
-718
-7% -$40.5K 0.09% 137
2018
Q1 		$499K Buy
9,591
+2,101
+28% +$113K 0.09% 140
2017
Q4 		$402K Buy
7,490
+2,049
+38% +$114K 0.07% 147
2017
Q3 		$332K Sell
5,441
-20
-0.4% -$1.21K 0.06% 156
2017
Q2 		$335K Sell
5,461
-3,881
-42% -$236K 0.06% 155
2017
Q1 		$565K Buy
9,342
+529
+6% +$32.1K 0.11% 113
2016
Q4 		$495K Sell
8,813
-111
-1% -$6.5K 0.1% 121
2016
Q3 		$527K Sell
8,924
-561
-6% -$32.8K 0.11% 120
2016
Q2 		$516K Sell
9,485
-210
-2% -$11.2K 0.11% 114
2016
Q1 		$492K Buy
9,695
+1,174
+14% +$57.5K 0.11% 120
2015
Q4 		$433K Buy
8,521
+234
+3% +$11.8K 0.1% 124
2015
Q3 		$385K Buy
8,287
+2
+0% +$106 0.09% 125
2015
Q2 		$452K Hold
8,285
– – 0.1% 117
2015
Q1 		$462K Buy
8,285
+4,605
+125% +$261K 0.1% 106
2014
Q4 		$202K Buy
+3,680
New +$205K 0.04% 185

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

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

Beacon Financial Group increased its Merck (MRK) stake by 11% in Q2 2026, buying an estimated $79.4K and bringing the position to 7,047 shares worth $906K. The position accounts for 0.08% of the portfolio, ranked #183.

Beacon Financial Group first reported a position in MRK in Q4 2014 and has held it in 47 quarters since. The position peaked at $3.07M in Q4 2022. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Beacon Financial Group held 7,047 shares of Merck worth $906K as of Q2 2026.
  • Beacon Financial Group bought 678 Merck shares in Q2 2026, an estimated $79.4K.
  • Merck made up 0.08% of Beacon Financial Group's portfolio in Q2 2026, its #183 holding.
  • Beacon Financial Group first reported a position in Merck in Q4 2014 and has held it in 47 quarters since.
  • Beacon Financial Group's Merck position peaked at $3.07M in Q4 2022.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.