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Fi3 Financial Advisors’s Merck MRK Stock Holding History

Fi3 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 		$938K Buy
7,748
+334
+5% +$38.6K 0.27% 38
2025
Q4 		$787K Buy
7,414
+664
+10% +$62.3K 0.24% 45
2025
Q3 		$571K Sell
6,750
-435
-6% -$35.8K 0.19% 50
2025
Q2 		$574K Buy
7,185
+4,947
+221% +$393K 0.21% 42
2025
Q1 		$201K Sell
2,238
-1,028
-31% -$96K 0.08% 131
2024
Q4 		$327K Buy
3,266
+233
+8% +$24K 0.12% 73
2024
Q3 		$344K Sell
3,033
-127
-4% -$15.1K 0.14% 59
2024
Q2 		$391K Sell
3,160
-29
-0.9% -$3.74K 0.17% 44
2024
Q1 		$407K Buy
3,189
+667
+26% +$82.2K 0.19% 43
2023
Q4 		$275K Buy
2,522
+276
+12% +$28.6K 0.13% 56
2023
Q3 		$231K Buy
2,246
+263
+13% +$28.3K 0.12% 60
2023
Q2 		$229K Sell
1,983
-237
-11% -$26.9K 0.12% 60
2023
Q1 		$236K Sell
2,220
-55
-2% -$5.94K 0.13% 61
2022
Q4 		$252K Buy
+2,275
New +$233K 0.14% 54

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

Fi3 Financial Advisors's MRK Position: Q1 2026 in Review

Fi3 Financial Advisors increased its Merck (MRK) stake by 4.5% in Q1 2026, buying an estimated $38.6K and bringing the position to 7,748 shares worth $938K. The position accounts for 0.27% of the portfolio, ranked #38.

Fi3 Financial Advisors first reported a position in MRK in Q4 2022 and has held it in 14 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Fi3 Financial Advisors held 7,748 shares of Merck worth $938K as of Q1 2026.
  • Fi3 Financial Advisors bought 334 Merck shares in Q1 2026, an estimated $38.6K.
  • Merck made up 0.27% of Fi3 Financial Advisors's portfolio in Q1 2026, its #38 holding.
  • Fi3 Financial Advisors first reported a position in Merck in Q4 2022 and has held it in 14 quarters since.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.