EFM
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Eley Financial Management’s Merck MRK Stock Holding History

Eley Financial Management’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 		$2.09M Buy
16,295
+357
+2% +$41.8K 0.68% 38
2026
Q1 		$1.92M Buy
15,938
+192
+1% +$22.2K 0.69% 39
2025
Q4 		$1.66M Buy
15,746
+301
+2% +$28.3K 0.6% 44
2025
Q3 		$1.3M Buy
15,445
+85
+0.6% +$7K 0.47% 49
2025
Q2 		$1.22M Buy
15,360
+484
+3% +$38.5K 0.47% 50
2025
Q1 		$1.3M Buy
14,876
+101
+0.7% +$9.43K 0.52% 46
2024
Q4 		$1.47M Buy
14,775
+3,433
+30% +$354K 0.57% 44
2024
Q3 		$1.29M Sell
11,342
-4
-0% -$475 0.52% 47
2024
Q2 		$1.4M Buy
11,346
+63
+0.6% +$8.12K 0.6% 44
2024
Q1 		$1.49M Sell
11,283
-3,435
-23% -$423K 0.64% 43
2023
Q4 		$1.6M Buy
14,718
+227
+2% +$23.6K 0.75% 39
2023
Q3 		$1.51M Sell
14,491
-10
-0.1% -$1.08K 0.77% 39
2023
Q2 		$1.67M Sell
14,501
-77
-0.5% -$8.74K 0.81% 38
2023
Q1 		$1.55M Sell
14,578
-226
-2% -$24.4K 0.8% 40
2022
Q4 		$1.64M Buy
+14,804
New +$1.51M 0.88% 39

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

Eley Financial Management's MRK Position: Q2 2026 in Review

Eley Financial Management increased its Merck (MRK) stake by 2.2% in Q2 2026, buying an estimated $41.8K and bringing the position to 16,295 shares worth $2.09M. The position accounts for 0.68% of the portfolio, ranked #38.

Eley Financial Management first reported a position in MRK in Q4 2022 and has held it in 15 quarters since. 3,845 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Eley Financial Management held 16,295 shares of Merck worth $2.09M as of Q2 2026.
  • Eley Financial Management bought 357 Merck shares in Q2 2026, an estimated $41.8K.
  • Merck made up 0.68% of Eley Financial Management's portfolio in Q2 2026, its #38 holding.
  • Eley Financial Management first reported a position in Merck in Q4 2022 and has held it in 15 quarters since.
  • 3,845 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Eley Financial Management's 13F filing for Q2 2026, filed 11 Aug 2026.