BFG
MRK icon

Berger Financial Group’s Merck MRK Stock Holding History

Berger Financial Group’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 		$1.01M Buy
8,427
+137
+2% +$15.8K 0.06% 206
2025
Q4 		$873K Sell
8,290
-30
-0.4% -$2.82K 0.05% 224
2025
Q3 		$698K Sell
8,320
-435
-5% -$35.8K 0.04% 247
2025
Q2 		$693K Sell
8,755
-1,645
-16% -$131K 0.04% 230
2025
Q1 		$934K Sell
10,400
-1,797
-15% -$168K 0.06% 193
2024
Q4 		$1.21M Sell
12,197
-1,994
-14% -$206K 0.08% 161
2024
Q3 		$1.61M Buy
14,191
+777
+6% +$92.3K 0.12% 132
2024
Q2 		$1.66M Buy
13,414
+195
+1% +$25.1K 0.13% 121
2024
Q1 		$1.74M Sell
13,219
-39,596
-75% -$4.88M 0.14% 117
2023
Q4 		$5.76M Sell
52,815
-785
-1% -$81.5K 0.6% 40
2023
Q3 		$5.52M Buy
53,600
+1,767
+3% +$190K 0.63% 37
2023
Q2 		$5.98M Sell
51,833
-1,860
-3% -$211K 0.68% 34
2023
Q1 		$5.71M Buy
53,693
+42,873
+396% +$4.63M 0.69% 33
2022
Q4 		$1.2M Sell
10,820
-1,632
-13% -$167K 0.16% 97
2022
Q3 		$1.07M Buy
12,452
+1,704
+16% +$152K 0.16% 95
2022
Q2 		$980K Sell
10,748
-221
-2% -$19.6K 0.14% 93
2022
Q1 		$900K Sell
10,969
-53,515
-83% -$4.22M 0.11% 107
2021
Q4 		$4.94M Buy
64,484
+5,122
+9% +$408K 0.65% 48
2021
Q3 		$4.46M Buy
59,362
+644
+1% +$49K 0.8% 43
2021
Q2 		$4.57M Buy
58,718
+404
+0.7% +$30.1K 0.83% 38
2021
Q1 		$4.29M Buy
58,314
+2,738
+5% +$202K 0.93% 37
2020
Q4 		$4.34M Buy
+55,576
New +$4.25M 0.76% 37

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

Berger Financial Group's MRK Position: Q1 2026 in Review

Berger Financial Group increased its Merck (MRK) stake by 1.7% in Q1 2026, buying an estimated $15.8K and bringing the position to 8,427 shares worth $1.01M. The position accounts for 0.06% of the portfolio, ranked #206.

Berger Financial Group first reported a position in MRK in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.98M in Q2 2023. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Berger Financial Group held 8,427 shares of Merck worth $1.01M as of Q1 2026.
  • Berger Financial Group bought 137 Merck shares in Q1 2026, an estimated $15.8K.
  • Merck made up 0.06% of Berger Financial Group's portfolio in Q1 2026, its #206 holding.
  • Berger Financial Group first reported a position in Merck in Q4 2020 and has held it in 22 quarters since.
  • Berger Financial Group's Merck position peaked at $5.98M in Q2 2023.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.