Carr Financial Group’s Merck MRK Stock Holding History

Carr Financial Group’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	$624K	Buy	5,190 +58	+1%	+$6.7K	0.16%	87
2025 Q4	$540K	Buy	5,132 +59	+1%	+$5.54K	0.14%	100
2025 Q3	$426K	Sell	5,073 -452	-8%	-$37.2K	0.12%	113
2025 Q2	$437K	Sell	5,525 -405	-7%	-$32.2K	0.13%	104
2025 Q1	$532K	Sell	5,930 -2,718	-31%	-$254K	0.17%	87
2024 Q4	$860K	Buy	8,648 +457	+6%	+$47.1K	0.27%	67
2024 Q3	$930K	Buy	8,191 +58	+0.7%	+$6.89K	0.27%	68
2024 Q2	$1.01M	Buy	8,133 +109	+1%	+$14K	0.32%	59
2024 Q1	$1.06M	Hold	8,024	–	–	0.35%	57
2023 Q4	$875K	Hold	8,024	–	–	0.32%	60
2023 Q3	$830K	Sell	8,024 -335	-4%	-$36.1K	0.33%	59
2023 Q2	$971K	Sell	8,359 -90	-1%	-$10.2K	0.39%	49
2023 Q1	$905K	Buy	8,449 +297	+4%	+$32.1K	0.4%	49
2022 Q4	$910K	Buy	+8,152	New	+$833K	0.48%	44

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Carr Financial Group's MRK Position: Q1 2026 in Review

Carr Financial Group increased its Merck (MRK) stake by 1.1% in Q1 2026, buying an estimated $6.7K and bringing the position to 5,190 shares worth $624K. The position accounts for 0.16% of the portfolio, ranked #87.

Carr Financial Group first reported a position in MRK in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.06M in Q1 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Carr Financial Group held 5,190 shares of Merck worth $624K as of Q1 2026.
Carr Financial Group bought 58 Merck shares in Q1 2026, an estimated $6.7K.
Merck made up 0.16% of Carr Financial Group's portfolio in Q1 2026, its #87 holding.
Carr Financial Group first reported a position in Merck in Q4 2022 and has held it in 14 quarters since.
Carr Financial Group's Merck position peaked at $1.06M in Q1 2024.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

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