BIA
MRK icon

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
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 $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 Investment Advisors's MRK Position: Q1 2026 in Review

Beacon Investment Advisors increased its Merck (MRK) stake by 0.02% in Q1 2026, buying an estimated $115 and bringing the position to 5,121 shares worth $616K. The position accounts for 0.23% of the portfolio, ranked #94.

Beacon Investment Advisors first reported a position in MRK in Q4 2024 and has held it in 6 quarters since. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Beacon Investment Advisors held 5,121 shares of Merck worth $616K as of Q1 2026.
  • Beacon Investment Advisors bought 1 Merck share in Q1 2026, an estimated $115.
  • Merck made up 0.23% of Beacon Investment Advisors's portfolio in Q1 2026, its #94 holding.
  • Beacon Investment Advisors first reported a position in Merck in Q4 2024 and has held it in 6 quarters since.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.