CFS
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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
Q2 		$552K Buy
4,294
+106
+3% +$12.4K 0.06% 72
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cannon Financial Strategists's MRK Position: Q2 2026 in Review

Cannon Financial Strategists increased its Merck (MRK) stake by 2.5% in Q2 2026, buying an estimated $12.4K and bringing the position to 4,294 shares worth $552K. The position accounts for 0.06% of the portfolio, ranked #72.

Cannon Financial Strategists first reported a position in MRK in Q2 2020 and has held it in 25 quarters since. 3,850 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Cannon Financial Strategists held 4,294 shares of Merck worth $552K as of Q2 2026.
  • Cannon Financial Strategists bought 106 Merck shares in Q2 2026, an estimated $12.4K.
  • Merck made up 0.06% of Cannon Financial Strategists's portfolio in Q2 2026, its #72 holding.
  • Cannon Financial Strategists first reported a position in Merck in Q2 2020 and has held it in 25 quarters since.
  • 3,850 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Cannon Financial Strategists's 13F filing for Q2 2026, filed 7 Aug 2026.