BFAG
MRK icon

Blackston Financial Advisory Group’s Merck MRK Stock Holding History

Blackston Financial Advisory 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
Q2 		$439K Sell
3,420
-124
-3% -$14.5K 0.25% 60
2026
Q1 		$426K Sell
3,544
-188
-5% -$21.7K 0.27% 54
2025
Q4 		$393K Sell
3,732
-286
-7% -$26.8K 0.24% 60
2025
Q3 		$337K Buy
4,018
+463
+13% +$38.1K 0.2% 62
2025
Q2 		$281K Sell
3,555
-90
-2% -$7.15K 0.18% 74
2025
Q1 		$327K Sell
3,645
-4,724
-56% -$441K 0.22% 60
2024
Q4 		$833K Buy
8,369
+560
+7% +$57.7K 0.41% 39
2024
Q3 		$887K Buy
7,809
+1,332
+21% +$158K 0.46% 34
2024
Q2 		$802K Buy
6,477
+4,528
+232% +$583K 0.45% 26
2024
Q1 		$257K Sell
1,949
-3,202
-62% -$395K 0.17% 54
2023
Q4 		$562K Sell
5,151
-160
-3% -$16.6K 0.36% 39
2023
Q3 		$547K Buy
5,311
+389
+8% +$41.9K 0.38% 40
2023
Q2 		$568K Sell
4,922
-498
-9% -$56.5K 0.41% 36
2023
Q1 		$577K Sell
5,420
-300
-5% -$32.4K 0.43% 38
2022
Q4 		$635K Sell
5,720
-105
-2% -$10.7K 0.46% 35
2022
Q3 		$589K Sell
5,825
-106
-2% -$9.46K 0.41% 35
2022
Q2 		$551K Buy
5,931
+42
+0.7% +$3.72K 0.36% 37
2022
Q1 		$442K Buy
5,889
+274
+5% +$21.6K 0.29% 45
2021
Q4 		$430K Buy
+5,615
New +$447K 0.25% 46

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Blackston Financial Advisory Group's MRK Position: Q2 2026 in Review

Blackston Financial Advisory Group reduced its Merck (MRK) stake by 3.5% in Q2 2026, selling an estimated $14.5K and leaving 3,420 shares worth $439K. The position accounts for 0.25% of the portfolio, ranked #60.

Blackston Financial Advisory Group first reported a position in MRK in Q4 2021 and has held it in 19 quarters since. The position peaked at $887K in Q3 2024. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Blackston Financial Advisory Group held 3,420 shares of Merck worth $439K as of Q2 2026.
  • Blackston Financial Advisory Group sold 124 Merck shares in Q2 2026, an estimated $14.5K.
  • Merck made up 0.25% of Blackston Financial Advisory Group's portfolio in Q2 2026, its #60 holding.
  • Blackston Financial Advisory Group first reported a position in Merck in Q4 2021 and has held it in 19 quarters since.
  • Blackston Financial Advisory Group's Merck position peaked at $887K in Q3 2024.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Blackston Financial Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.