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Compton Wealth Advisory Group’s Merck MRK Stock Holding History

Compton Wealth Advisory 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 		$2.07M Sell
16,503
-9
-0.1% -$1.05K 0.42% 43
2026
Q1 		$2M Buy
16,512
+1,546
+10% +$178K 0.44% 42
2025
Q4 		$1.58M Buy
14,966
+1,547
+12% +$145K 0.34% 52
2025
Q3 		$1.13M Buy
13,419
+501
+4% +$41.3K 0.26% 53
2025
Q2 		$1.02M Sell
12,918
-2,244
-15% -$178K 0.26% 52
2025
Q1 		$1.36M Sell
15,162
-1,149
-7% -$107K 0.38% 46
2024
Q4 		$1.62M Sell
16,311
-259
-2% -$26.7K 0.42% 49
2024
Q3 		$1.88M Buy
16,570
+192
+1% +$22.8K 0.48% 45
2024
Q2 		$2.03M Buy
16,378
+268
+2% +$34.5K 0.54% 39
2024
Q1 		$2.13M Buy
16,110
+150
+0.9% +$18.5K 0.58% 36
2023
Q4 		$1.74M Buy
15,960
+845
+6% +$87.7K 0.55% 39
2023
Q3 		$1.56M Buy
15,115
+1
+0% +$108 0.53% 35
2023
Q2 		$1.74M Sell
15,114
-329
-2% -$37.4K 0.58% 36
2023
Q1 		$1.64M Buy
15,443
+476
+3% +$51.4K 0.57% 37
2022
Q4 		$1.66M Sell
14,967
-86
-0.6% -$8.79K 0.65% 36
2022
Q3 		$1.3M Buy
15,053
+3
+0% +$268 0.55% 38
2022
Q2 		$1.37M Buy
15,050
+1,274
+9% +$113K 0.59% 37
2022
Q1 		$1.13M Buy
13,776
+1,171
+9% +$92.3K 0.44% 52
2021
Q4 		$966K Buy
12,605
+184
+1% +$14.7K 0.41% 54
2021
Q3 		$933K Buy
12,421
+29
+0.2% +$2.21K 0.44% 48
2021
Q2 		$964K Buy
12,392
+830
+7% +$61.7K 0.45% 47
2021
Q1 		$850K Buy
11,562
+4,206
+57% +$310K 0.49% 43
2020
Q4 		$574K Buy
+7,356
New +$563K 0.36% 49

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

Compton Wealth Advisory Group's MRK Position: Q2 2026 in Review

Compton Wealth Advisory Group reduced its Merck (MRK) stake by 0.05% in Q2 2026, selling an estimated $1.05K and leaving 16,503 shares worth $2.07M. The position accounts for 0.42% of the portfolio, ranked #43.

Compton Wealth Advisory Group first reported a position in MRK in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.13M in Q1 2024. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Compton Wealth Advisory Group held 16,503 shares of Merck worth $2.07M as of Q2 2026.
  • Compton Wealth Advisory Group sold 9 Merck shares in Q2 2026, an estimated $1.05K.
  • Merck made up 0.42% of Compton Wealth Advisory Group's portfolio in Q2 2026, its #43 holding.
  • Compton Wealth Advisory Group first reported a position in Merck in Q4 2020 and has held it in 23 quarters since.
  • Compton Wealth Advisory Group's Merck position peaked at $2.13M in Q1 2024.
  • 3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.