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
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 $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

Blackston Financial Advisory Group's MRK Position: Q1 2026 in Review

Blackston Financial Advisory Group reduced its Merck (MRK) stake by 5% in Q1 2026, selling an estimated $21.7K and leaving 3,544 shares worth $426K. The position accounts for 0.27% of the portfolio, ranked #54.

Blackston Financial Advisory Group first reported a position in MRK in Q4 2021 and has held it in 18 quarters since. The position peaked at $887K in Q3 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Blackston Financial Advisory Group held 3,544 shares of Merck worth $426K as of Q1 2026.
  • Blackston Financial Advisory Group sold 188 Merck shares in Q1 2026, an estimated $21.7K.
  • Merck made up 0.27% of Blackston Financial Advisory Group's portfolio in Q1 2026, its #54 holding.
  • Blackston Financial Advisory Group first reported a position in Merck in Q4 2021 and has held it in 18 quarters since.
  • Blackston Financial Advisory Group's Merck position peaked at $887K in Q3 2024.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Blackston Financial Advisory Group's 13F filing for Q1 2026, filed 23 Apr 2026.