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Community Financial Services Group’s Merck MRK Stock Holding History

Community Financial Services 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 		$3.68M Sell
29,385
-128
-0.4% -$15K 0.54% 50
2026
Q1 		$3.57M Sell
29,513
-78
-0.3% -$9.01K 0.63% 50
2025
Q4 		$3.11M Buy
29,591
+390
+1% +$36.6K 0.57% 50
2025
Q3 		$2.45M Buy
29,201
+1,661
+6% +$137K 0.45% 54
2025
Q2 		$2.18M Sell
27,540
-42,545
-61% -$3.38M 0.43% 55
2025
Q1 		$6.29M Buy
70,085
+7,694
+12% +$718K 1.36% 27
2024
Q4 		$6.21M Buy
62,391
+566
+0.9% +$58.4K 1.23% 26
2024
Q3 		$7.02M Buy
61,825
+3,671
+6% +$436K 1.44% 21
2024
Q2 		$7.2M Buy
58,154
+29,411
+102% +$3.79M 1.55% 17
2024
Q1 		$3.79M Buy
+28,743
New +$3.54M 0.86% 39
2023
Q3 		$251K Buy
+2,441
New +$263K 0.06% 111
2015
Q4 		– Sell
-374
Closed -$18K – 163
2015
Q3 		$18K Hold
374
– – 0.01% 188
2015
Q2 		$20K Sell
374
-45
-11% -$2.52K 0.01% 192
2015
Q1 		$23K Buy
419
+94
+29% +$5.32K 0.01% 184
2014
Q4 		$18K Buy
325
+115
+55% +$6.41K 0.01% 195
2014
Q3 		$12K Hold
210
– – 0.01% 187
2014
Q2 		$12K Hold
210
– – 0.01% 186
2014
Q1 		$11K Buy
+210
New +$10.9K 0.01% 190
2013
Q4 		– Sell
-419
Closed -$19K – 139
2013
Q3 		$19K Buy
419
+209
+100% +$9.54K 0.01% 153
2013
Q2 		$9K Buy
+210
New +$9.38K 0.01% 189

Other funds holding MRK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Community Financial Services Group's MRK Position: Q2 2026 in Review

Community Financial Services Group reduced its Merck (MRK) stake by 0.43% in Q2 2026, selling an estimated $15K and leaving 29,385 shares worth $3.68M. The position accounts for 0.54% of the portfolio, ranked #50.

Community Financial Services Group first reported a position in MRK in Q2 2013 and has held it in 20 quarters since. The position peaked at $7.2M in Q2 2024. 810 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Community Financial Services Group held 29,385 shares of Merck worth $3.68M as of Q2 2026.
  • Community Financial Services Group sold 128 Merck shares in Q2 2026, an estimated $15K.
  • Merck made up 0.54% of Community Financial Services Group's portfolio in Q2 2026, its #50 holding.
  • Community Financial Services Group first reported a position in Merck in Q2 2013 and has held it in 20 quarters since.
  • Community Financial Services Group's Merck position peaked at $7.2M in Q2 2024.
  • 810 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.