Burkett Financial Services’s Merck MRK Stock Holding History

Burkett Financial Services’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	$9.33K	Hold	72	–	–	﹤0.01%	183
2026 Q1	$8.67K	Buy	72 +1	+1%	+$115	﹤0.01%	176
2025 Q4	$7.53K	Hold	71	–	–	﹤0.01%	166
2025 Q3	$5.95K	Buy	71 +1	+1%	+$82	﹤0.01%	166
2025 Q2	$5.56K	Sell	70 -190	-73%	-$15.1K	﹤0.01%	163
2025 Q1	$23.3K	Buy	260 +1	+0.4%	+$93	0.01%	127
2024 Q4	$25.8K	Hold	259	–	–	0.01%	111
2024 Q3	$29.4K	Buy	259 +2	+0.8%	+$238	0.01%	104
2024 Q2	$31.8K	Buy	257 +1	+0.4%	+$129	0.02%	99
2024 Q1	$33.7K	Buy	256 +2	+0.8%	+$247	0.02%	101
2023 Q4	$27.7K	Buy	+254	New	+$26.4K	0.02%	105

Other funds holding MRK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Burkett Financial Services's MRK Position: Q2 2026 in Review

Burkett Financial Services held its Merck (MRK) position steady in Q2 2026 at 72 shares worth $9.33K. The position accounts for ﹤0.01% of the portfolio, ranked #183.

Burkett Financial Services first reported a position in MRK in Q4 2023 and has held it in 11 quarters since. The position peaked at $33.7K in Q1 2024. 1,176 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Burkett Financial Services held 72 shares of Merck worth $9.33K as of Q2 2026.
Burkett Financial Services left its Merck share count unchanged in Q2 2026.
Merck made up ﹤0.01% of Burkett Financial Services's portfolio in Q2 2026, its #183 holding.
Burkett Financial Services first reported a position in Merck in Q4 2023 and has held it in 11 quarters since.
Burkett Financial Services's Merck position peaked at $33.7K in Q1 2024.
1,176 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.