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Brogan Financial’s Merck MRK Stock Holding History

Brogan Financial’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 		$208K Buy
+1,730
New +$200K 0.09% 54
2025
Q2 		– Sell
-2,932
Closed -$263K – 60
2025
Q1 		$263K Buy
+2,932
New +$274K 0.13% 47

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

Brogan Financial's MRK Position: Q1 2026 in Review

Brogan Financial opened a new position in Merck (MRK) in Q1 2026: 1,730 shares worth $208K. The stake represents 0.09% of the portfolio and ranks #54 among its holdings. This is a return to the name: Brogan Financial previously reported a position in MRK as recently as Q1 2025.

Brogan Financial first reported a position in MRK in Q1 2025 and has held it in 2 quarters since. The position peaked at $263K in Q1 2025. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Brogan Financial held 1,730 shares of Merck worth $208K as of Q1 2026.
  • Merck was a new Brogan Financial position in Q1 2026.
  • Merck made up 0.09% of Brogan Financial's portfolio in Q1 2026, its #54 holding.
  • Brogan Financial first reported a position in Merck in Q1 2025 and has held it in 2 quarters since.
  • Brogan Financial's Merck position peaked at $263K in Q1 2025.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Brogan Financial's 13F filing for Q1 2026, filed 11 May 2026.