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Cannon Financial Strategists’s Merck MRK Stock Holding History

Cannon Financial Strategists’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 		$504K Buy
4,188
+73
+2% +$8.43K 0.07% 63
2025
Q4 		$433K Buy
4,115
+449
+12% +$42.1K 0.06% 67
2025
Q3 		$308K Hold
3,666
– – 0.04% 75
2025
Q2 		$290K Sell
3,666
-12
-0.3% -$954 0.05% 76
2025
Q1 		$330K Hold
3,678
– – 0.06% 69
2024
Q4 		$366K Sell
3,678
-238
-6% -$24.5K 0.06% 67
2024
Q3 		$445K Sell
3,916
-169
-4% -$20.1K 0.08% 64
2024
Q2 		$506K Hold
4,085
– – 0.1% 58
2024
Q1 		$539K Buy
4,085
+380
+10% +$46.8K 0.11% 57
2023
Q4 		$404K Buy
3,705
+13
+0.4% +$1.35K 0.09% 60
2023
Q3 		$380K Buy
3,692
+156
+4% +$16.8K 0.1% 60
2023
Q2 		$408K Hold
3,536
– – 0.11% 61
2023
Q1 		$376K Sell
3,536
-197
-5% -$21.3K 0.13% 54
2022
Q4 		$414K Buy
3,733
+42
+1% +$4.29K 0.15% 49
2022
Q3 		$318K Hold
3,691
– – 0.13% 56
2022
Q2 		$337K Buy
3,691
+95
+3% +$8.42K 0.13% 58
2022
Q1 		$295K Buy
3,596
+22
+0.6% +$1.74K 0.11% 55
2021
Q4 		$274K Hold
3,574
– – 0.1% 56
2021
Q3 		$268K Hold
3,574
– – 0.1% 56
2021
Q2 		$278K Sell
3,574
-172
-5% -$12.8K 0.11% 54
2021
Q1 		$276K Hold
3,746
– – 0.12% 50
2020
Q4 		$292K Hold
3,746
– – 0.14% 50
2020
Q3 		$296K Sell
3,746
-47
-1% -$3.68K 0.16% 45
2020
Q2 		$280K Buy
+3,793
New +$286K 0.17% 43

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

Cannon Financial Strategists's MRK Position: Q1 2026 in Review

Cannon Financial Strategists increased its Merck (MRK) stake by 1.8% in Q1 2026, buying an estimated $8.43K and bringing the position to 4,188 shares worth $504K. The position accounts for 0.07% of the portfolio, ranked #63.

Cannon Financial Strategists first reported a position in MRK in Q2 2020 and has held it in 24 quarters since. The position peaked at $539K in Q1 2024. 3,782 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Cannon Financial Strategists held 4,188 shares of Merck worth $504K as of Q1 2026.
  • Cannon Financial Strategists bought 73 Merck shares in Q1 2026, an estimated $8.43K.
  • Merck made up 0.07% of Cannon Financial Strategists's portfolio in Q1 2026, its #63 holding.
  • Cannon Financial Strategists first reported a position in Merck in Q2 2020 and has held it in 24 quarters since.
  • Cannon Financial Strategists's Merck position peaked at $539K in Q1 2024.
  • 3,782 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Cannon Financial Strategists's 13F filing for Q1 2026, filed 12 May 2026.