Beaumont Financial Advisors’s Merck MRK Stock Holding History

Beaumont Financial 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	$1.82M	Buy	15,089 +41	+0.3%	+$4.73K	0.12%	106
2025 Q4	$1.58M	Sell	15,048 -7,695	-34%	-$722K	0.1%	113
2025 Q3	$1.91M	Buy	22,743 +2,574	+13%	+$212K	0.13%	99
2025 Q2	$1.6M	Sell	20,169 -723	-3%	-$57.5K	0.12%	110
2025 Q1	$1.88M	Sell	20,892 -2,029	-9%	-$189K	0.15%	97
2024 Q4	$2.28M	Buy	22,921 +995	+5%	+$103K	0.17%	84
2024 Q3	$2.49M	Sell	21,926 -2,095	-9%	-$249K	0.19%	75
2024 Q2	$2.97M	Sell	24,021 -125	-0.5%	-$16.1K	0.24%	68
2024 Q1	$3.19M	Buy	24,146 +1,506	+7%	+$186K	0.26%	61
2023 Q4	$2.47M	Buy	22,640 +207	+0.9%	+$21.5K	0.23%	68
2023 Q3	$2.31M	Buy	22,433 +558	+3%	+$60.1K	0.23%	67
2023 Q2	$2.52M	Sell	21,875 -112	-0.5%	-$12.7K	0.23%	69
2023 Q1	$2.34M	Buy	21,987 +397	+2%	+$42.9K	0.24%	56
2022 Q4	$2.4M	Buy	21,590 +344	+2%	+$35.2K	0.24%	54
2022 Q3	$1.83M	Sell	21,246 -270	-1%	-$24.1K	0.18%	79
2022 Q2	$1.96M	Sell	21,516 -835	-4%	-$74K	0.18%	81
2022 Q1	$1.83M	Sell	22,351 -228	-1%	-$18K	0.14%	116
2021 Q4	$1.73M	Sell	22,579 -134,623	-86%	-$10.7M	0.13%	109
2021 Q3	$11.8M	Sell	157,202 -1,426	-0.9%	-$108K	0.91%	33
2021 Q2	$12.3M	Sell	158,628 -9,138	-5%	-$680K	0.94%	36
2021 Q1	$12.3M	Buy	167,766 +16,639	+11%	+$1.23M	1.05%	30
2020 Q4	$11.8M	Sell	151,127 -5,593	-4%	-$428K	1.05%	27
2020 Q3	$12.4M	Buy	156,720 +5,613	+4%	+$440K	1.18%	21
2020 Q2	$11.2M	Buy	151,107 +57,015	+61%	+$4.29M	1.16%	26
2020 Q1	$6.91M	Buy	94,092 +6,268	+7%	+$493K	0.87%	34
2019 Q4	$7.62M	Buy	87,824 +1,764	+2%	+$145K	0.75%	45
2019 Q3	$6.91M	Buy	86,060 +3,270	+4%	+$262K	0.69%	45
2019 Q2	$6.62M	Buy	82,790 +6,134	+8%	+$470K	0.69%	42
2019 Q1	$6.08M	Buy	76,656 +2,587	+3%	+$193K	0.65%	44
2018 Q4	$5.4M	Sell	74,069 -1,481	-2%	-$105K	0.88%	31
2018 Q3	$5.11M	Buy	75,550 +917	+1%	+$58.4K	0.51%	48
2018 Q2	$4.32M	Sell	74,633 -860	-1%	-$48.5K	0.46%	52
2018 Q1	$3.92M	Buy	75,493 +1,462	+2%	+$79K	0.44%	53
2017 Q4	$3.98M	Sell	74,031 -1,009	-1%	-$55.9K	0.47%	58
2017 Q3	$4.58M	Buy	75,040 +3,893	+5%	+$236K	0.57%	52
2017 Q2	$4.35M	Sell	71,147 -714	-1%	-$43.5K	0.56%	55
2017 Q1	$4.36M	Buy	71,861 +2,161	+3%	+$131K	0.6%	57
2016 Q4	$3.92M	Sell	69,700 -7,149	-9%	-$418K	0.59%	57
2016 Q3	$4.58M	Sell	76,849 -829	-1%	-$48.5K	0.72%	54
2016 Q2	$4.27M	Buy	77,678 +18,983	+32%	+$1.01M	0.7%	62
2016 Q1	$3.22M	Sell	58,695 -15,144	-21%	-$742K	0.52%	62
2015 Q4	$3.72M	Buy	73,839 +14,602	+25%	+$736K	0.61%	57
2015 Q3	$3.22M	Hold	59,237	–	–	0.47%	67
2015 Q2	$3.22M	Sell	59,237 -1,981	-3%	-$111K	0.47%	67
2015 Q1	$3.36M	Buy	61,218 +1,547	+3%	+$87.6K	0.12%	82
2014 Q4	$3.23M	Buy	59,671 +845	+1%	+$47.1K	0.16%	83
2014 Q3	$3.33M	Sell	58,826 -2,393	-4%	-$134K	0.22%	86
2014 Q2	$3.38M	Sell	61,219 -2,847	-4%	-$155K	0.24%	85
2014 Q1	$3.47M	Sell	64,066 -940	-1%	-$48.7K	0.29%	69
2013 Q4	$3.1M	Buy	65,006 +10,910	+20%	+$499K	0.26%	76
2013 Q3	$2.46M	Buy	54,096 +70	+0.1%	+$3.2K	0.22%	82
2013 Q2	$2.4M	Buy	+54,026	New	+$2.41M	0.22%	84

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Beaumont Financial Advisors's MRK Position: Q1 2026 in Review

Beaumont Financial Advisors increased its Merck (MRK) stake by 0.27% in Q1 2026, buying an estimated $4.73K and bringing the position to 15,089 shares worth $1.82M. The position accounts for 0.12% of the portfolio, ranked #106.

Beaumont Financial Advisors first reported a position in MRK in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.4M in Q3 2020. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Beaumont Financial Advisors held 15,089 shares of Merck worth $1.82M as of Q1 2026.
Beaumont Financial Advisors bought 41 Merck shares in Q1 2026, an estimated $4.73K.
Merck made up 0.12% of Beaumont Financial Advisors's portfolio in Q1 2026, its #106 holding.
Beaumont Financial Advisors first reported a position in Merck in Q2 2013 and has held it in 52 quarters since.
Beaumont Financial Advisors's Merck position peaked at $12.4M in Q3 2020.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.