Evernest Financial Advisors’s Merck MRK Stock Holding History

Evernest 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	$1.19M	Buy	10,792 +51	+0.5%	+$5.89K	0.25%	62
2025 Q4	$1.26M	Sell	10,741 -390	-4%	-$36.6K	0.26%	60
2025 Q3	$934K	Sell	11,131 -549	-5%	-$45.2K	0.26%	77
2025 Q2	$925K	Buy	11,680 +598	+5%	+$47.5K	0.3%	72
2025 Q1	$995K	Sell	11,082 -743	-6%	-$69.4K	0.36%	66
2024 Q4	$1.18M	Buy	11,825 +96	+0.8%	+$9.9K	0.31%	56
2024 Q3	$1.33M	Buy	11,729 +272	+2%	+$32.3K	0.36%	48
2024 Q2	$1.42M	Sell	11,457 -287	-2%	-$37K	0.64%	28
2024 Q1	$1.48M	Buy	11,744 +624	+6%	+$76.9K	0.7%	28
2023 Q4	$1.21M	Buy	+11,120	New	+$1.15M	0.62%	39
2021 Q4	$1.34M	Buy	+10,661	New	+$849K	0.69%	31

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Evernest Financial Advisors increased its Merck (MRK) stake by 0.47% in Q1 2026, buying an estimated $5.89K and bringing the position to 10,792 shares worth $1.19M. The position accounts for 0.25% of the portfolio, ranked #62.

Evernest Financial Advisors first reported a position in MRK in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.48M in Q1 2024. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Evernest Financial Advisors held 10,792 shares of Merck worth $1.19M as of Q1 2026.
Evernest Financial Advisors bought 51 Merck shares in Q1 2026, an estimated $5.89K.
Merck made up 0.25% of Evernest Financial Advisors's portfolio in Q1 2026, its #62 holding.
Evernest Financial Advisors first reported a position in Merck in Q4 2021 and has held it in 11 quarters since.
Evernest Financial Advisors's Merck position peaked at $1.48M in Q1 2024.
3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.