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Chancellor Financial Group WB’s Merck MRK Stock Holding History

Chancellor Financial Group WB’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 		$839K Buy
6,526
+607
+10% +$71K 0.52% 40
2026
Q1 		$712K Sell
5,919
-363
-6% -$41.9K 0.5% 45
2025
Q4 		$661K Buy
6,282
+6
+0.1% +$563 0.45% 47
2025
Q3 		$527K Buy
6,276
+358
+6% +$29.5K 0.37% 53
2025
Q2 		$469K Buy
5,918
+1,374
+30% +$109K 0.36% 55
2025
Q1 		$408K Sell
4,544
-1,095
-19% -$102K 0.34% 62
2024
Q4 		$561K Buy
+5,639
New +$581K 0.45% 46

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 $3.37T AUM 44.26% 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

Chancellor Financial Group WB's MRK Position: Q2 2026 in Review

Chancellor Financial Group WB increased its Merck (MRK) stake by 10% in Q2 2026, buying an estimated $71K and bringing the position to 6,526 shares worth $839K. The position accounts for 0.52% of the portfolio, ranked #40.

Chancellor Financial Group WB first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. 3,841 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Chancellor Financial Group WB held 6,526 shares of Merck worth $839K as of Q2 2026.
  • Chancellor Financial Group WB bought 607 Merck shares in Q2 2026, an estimated $71K.
  • Merck made up 0.52% of Chancellor Financial Group WB's portfolio in Q2 2026, its #40 holding.
  • Chancellor Financial Group WB first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
  • 3,841 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Chancellor Financial Group WB's 13F filing for Q2 2026, filed 10 Aug 2026.