Benchmark Financial Wealth Advisors’s Merck MRK Stock Holding History

Benchmark Financial Wealth 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	$1.01M	Sell	7,860 -500	-6%	-$58.5K	0.25%	53
2026 Q1	$1.01M	Buy	8,360 +1,896	+29%	+$219K	0.28%	54
2025 Q4	$680K	Buy	6,464 +2,199	+52%	+$206K	0.2%	63
2025 Q3	$358K	Buy	4,265 +731	+21%	+$60.2K	0.11%	86
2025 Q2	$280K	Sell	3,534 -15	-0.4%	-$1.19K	0.09%	91
2025 Q1	$319K	Sell	3,549 -1,154	-25%	-$108K	0.12%	77
2024 Q4	$468K	Sell	4,703 -2,235	-32%	-$230K	0.15%	61
2024 Q3	$788K	Buy	6,938 +817	+13%	+$97.1K	0.26%	45
2024 Q2	$758K	Buy	6,121 +1,245	+26%	+$160K	0.28%	39
2024 Q1	$643K	Buy	4,876 +888	+22%	+$109K	0.25%	45
2023 Q4	$435K	Buy	3,988 +406	+11%	+$42.1K	0.19%	49
2023 Q3	$369K	Buy	3,582 +328	+10%	+$35.4K	0.17%	44
2023 Q2	$376K	Sell	3,254 -12	-0.4%	-$1.36K	0.17%	44
2023 Q1	$348K	Buy	3,266 +74	+2%	+$7.99K	0.18%	43
2022 Q4	$354K	Buy	3,192 +114	+4%	+$11.7K	0.19%	45
2022 Q3	$265K	Buy	3,078 +819	+36%	+$73.1K	0.16%	56
2022 Q2	$206K	Buy	+2,259	New	+$200K	0.11%	66

Other funds holding MRK

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Benchmark Financial Wealth Advisors's MRK Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors reduced its Merck (MRK) stake by 6% in Q2 2026, selling an estimated $58.5K and leaving 7,860 shares worth $1.01M. The position accounts for 0.25% of the portfolio, ranked #53.

Benchmark Financial Wealth Advisors first reported a position in MRK in Q2 2022 and has held it in 17 quarters since. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Benchmark Financial Wealth Advisors held 7,860 shares of Merck worth $1.01M as of Q2 2026.
Benchmark Financial Wealth Advisors sold 500 Merck shares in Q2 2026, an estimated $58.5K.
Merck made up 0.25% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #53 holding.
Benchmark Financial Wealth Advisors first reported a position in Merck in Q2 2022 and has held it in 17 quarters since.
1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.