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Delta Financial Advisors’s Merck MRK Stock Holding History

Delta Financial Advisors’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 		$1.92M Buy
15,996
+2,289
+17% +$264K 0.5% 59
2025
Q4 		$1.44M Buy
13,707
+1,673
+14% +$157K 0.38% 72
2025
Q3 		$1.01M Buy
12,034
+146
+1% +$12K 0.29% 83
2025
Q2 		$941K Buy
11,888
+3,611
+44% +$287K 0.33% 71
2025
Q1 		$743K Buy
8,277
+496
+6% +$46.3K 0.28% 79
2024
Q4 		$774K Sell
7,781
-3,689
-32% -$380K 0.29% 79
2024
Q3 		$1.3M Buy
11,470
+2,506
+28% +$298K 0.47% 61
2024
Q2 		$1.11M Buy
8,964
+300
+3% +$38.6K 0.43% 66
2024
Q1 		$1.14M Buy
8,664
+1,742
+25% +$215K 0.45% 67
2023
Q4 		$755K Hold
6,922
– – 0.33% 77
2023
Q3 		$713K Hold
6,922
– – 0.32% 79
2023
Q2 		$799K Hold
6,922
– – 0.35% 78
2023
Q1 		$736K Hold
6,922
– – 0.35% 77
2022
Q4 		$768K Hold
6,922
– – 0.37% 77
2022
Q3 		$596K Buy
6,922
+750
+12% +$67K 0.32% 82
2022
Q2 		$563K Hold
6,172
– – 0.28% 86
2022
Q1 		$506K Sell
6,172
-100
-2% -$7.88K 0.22% 92
2021
Q4 		$481K Buy
6,272
+2,768
+79% +$220K 0.2% 100
2021
Q3 		$263K Sell
3,504
-100
-3% -$7.61K 0.12% 109
2021
Q2 		$280K Sell
3,604
-216
-6% -$16.1K 0.12% 105
2021
Q1 		$281K Buy
3,820
+367
+11% +$27.1K 0.13% 102
2020
Q4 		$270K Buy
+3,453
New +$264K 0.14% 102
2020
Q1 		– Sell
-2,418
Closed -$210K – 104
2019
Q4 		$210K Buy
+2,418
New +$199K 0.08% 110

Other funds holding MRK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Delta Financial Advisors's MRK Position: Q1 2026 in Review

Delta Financial Advisors increased its Merck (MRK) stake by 17% in Q1 2026, buying an estimated $264K and bringing the position to 15,996 shares worth $1.92M. The position accounts for 0.5% of the portfolio, ranked #59.

Delta Financial Advisors first reported a position in MRK in Q4 2019 and has held it in 23 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Delta Financial Advisors held 15,996 shares of Merck worth $1.92M as of Q1 2026.
  • Delta Financial Advisors bought 2,289 Merck shares in Q1 2026, an estimated $264K.
  • Merck made up 0.5% of Delta Financial Advisors's portfolio in Q1 2026, its #59 holding.
  • Delta Financial Advisors first reported a position in Merck in Q4 2019 and has held it in 23 quarters since.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Delta Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.