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Benchmark Investment Advisors’s Merck MRK Stock Holding History

Benchmark 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
2025
Q3 		$1.18M Buy
+13,545
New +$1.12M 0.69% 34
2025
Q1 		$1.18M Sell
13,104
-699
-5% -$65.3K 0.76% 38
2024
Q4 		$1.37M Buy
13,803
+1,967
+17% +$203K 0.89% 31
2024
Q3 		$1.34M Buy
11,836
+5,757
+95% +$684K 0.96% 32
2024
Q2 		$753K Buy
6,079
+1,710
+39% +$220K 0.55% 45
2024
Q1 		$577K Buy
4,369
+831
+23% +$102K 0.46% 52
2023
Q4 		$386K Buy
3,538
+11
+0.3% +$1.14K 0.36% 63
2023
Q3 		$363K Sell
3,527
-170
-5% -$18.3K 0.37% 64
2023
Q2 		$427K Sell
3,697
-205
-5% -$23.3K 0.39% 62
2023
Q1 		$415K Sell
3,902
-359
-8% -$38.8K 0.43% 60
2022
Q4 		$473K Sell
4,261
-1,109
-21% -$113K 0.5% 58
2022
Q3 		$462K Sell
5,370
-1,446
-21% -$129K 0.5% 57
2022
Q2 		$621K Sell
6,816
-2,817
-29% -$250K 0.65% 50
2022
Q1 		$790K Buy
9,633
+1,846
+24% +$146K 0.59% 47
2021
Q4 		$597K Buy
+7,787
New +$620K 0.49% 59

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Benchmark Investment Advisors's MRK Position: Q3 2025 in Review

Benchmark Investment Advisors opened a new position in Merck (MRK) in Q3 2025: 13,545 shares worth $1.18M. The stake represents 0.69% of the portfolio and ranks #34 among its holdings. This is a return to the name: Benchmark Investment Advisors previously reported a position in MRK as recently as Q1 2025.

Benchmark Investment Advisors first reported a position in MRK in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.37M in Q4 2024. 3,310 funds tracked by Wall St. Rank hold MRK as of Q3 2025.

  • Benchmark Investment Advisors held 13,545 shares of Merck worth $1.18M as of Q3 2025.
  • Merck was a new Benchmark Investment Advisors position in Q3 2025.
  • Merck made up 0.69% of Benchmark Investment Advisors's portfolio in Q3 2025, its #34 holding.
  • Benchmark Investment Advisors first reported a position in Merck in Q4 2021 and has held it in 15 quarters since.
  • Benchmark Investment Advisors's Merck position peaked at $1.37M in Q4 2024.
  • 3,310 funds tracked by Wall St. Rank held Merck as of Q3 2025.

Based on Benchmark Investment Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.