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Beacon Investment Advisors’s Merck MRK Stock Holding History

Beacon 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 		$658K Sell
5,120
-1
-0% -$117 0.21% 101
2026
Q1 		$616K Buy
5,121
+1
+0% +$115 0.23% 94
2025
Q4 		$539K Hold
5,120
– – 0.22% 98
2025
Q3 		$430K Buy
5,120
+2
+0% +$165 0.18% 113
2025
Q2 		$405K Buy
5,118
+2
+0% +$159 0.17% 115
2025
Q1 		$459K Buy
5,116
+3
+0.1% +$280 0.22% 105
2024
Q4 		$509K Buy
+5,113
New +$527K 0.24% 101

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 Investment Advisors's MRK Position: Q2 2026 in Review

Beacon Investment Advisors reduced its Merck (MRK) stake by 0.02% in Q2 2026, selling an estimated $117 and leaving 5,120 shares worth $658K. The position accounts for 0.21% of the portfolio, ranked #101.

Beacon Investment Advisors first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. 3,841 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Beacon Investment Advisors held 5,120 shares of Merck worth $658K as of Q2 2026.
  • Beacon Investment Advisors sold 1 Merck share in Q2 2026, an estimated $117.
  • Merck made up 0.21% of Beacon Investment Advisors's portfolio in Q2 2026, its #101 holding.
  • Beacon Investment Advisors first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
  • 3,841 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.