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Chapman Financial Group’s Merck MRK Stock Holding History

Chapman 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
Q2 		$301K Sell
2,343
-200
-8% -$23.4K 0.2% 104
2026
Q1 		$306K Sell
2,543
-200
-7% -$23.1K 0.22% 101
2025
Q4 		$289K Hold
2,743
– – 0.2% 104
2025
Q3 		$230K Buy
2,743
+1,678
+158% +$138K 0.16% 120
2025
Q2 		$84.3K Buy
+1,065
New +$84.7K 0.07% 127
2024
Q4 		$214K Buy
+2,151
New +$222K 0.17% 99

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

Chapman Financial Group's MRK Position: Q2 2026 in Review

Chapman Financial Group reduced its Merck (MRK) stake by 7.9% in Q2 2026, selling an estimated $23.4K and leaving 2,343 shares worth $301K. The position accounts for 0.2% of the portfolio, ranked #104.

Chapman Financial Group first reported a position in MRK in Q4 2024 and has held it in 6 quarters since. The position peaked at $306K in Q1 2026. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Chapman Financial Group held 2,343 shares of Merck worth $301K as of Q2 2026.
  • Chapman Financial Group sold 200 Merck shares in Q2 2026, an estimated $23.4K.
  • Merck made up 0.2% of Chapman Financial Group's portfolio in Q2 2026, its #104 holding.
  • Chapman Financial Group first reported a position in Merck in Q4 2024 and has held it in 6 quarters since.
  • Chapman Financial Group's Merck position peaked at $306K in Q1 2026.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.