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 Q3	$10.6K	Buy	73 +1	+1%	+$138	﹤0.01%	292
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

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

OGC

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

Burkett Financial Services's MRK Position: Q3 2026 in Review

Burkett Financial Services increased its Merck (MRK) stake by 1.4% in Q3 2026, buying an estimated $138 and bringing the position to 73 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

Burkett Financial Services first reported a position in MRK in Q4 2023 and has held it in 12 quarters since. The position peaked at $33.7K in Q1 2024. 203 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

Burkett Financial Services held 73 shares of Merck worth $10.6K as of Q3 2026.
Burkett Financial Services bought 1 Merck share in Q3 2026, an estimated $138.
Merck made up ﹤0.01% of Burkett Financial Services's portfolio in Q3 2026, its #292 holding.
Burkett Financial Services first reported a position in Merck in Q4 2023 and has held it in 12 quarters since.
Burkett Financial Services's Merck position peaked at $33.7K in Q1 2024.
203 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.