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Financial Consulate’s Merck MRK Stock Holding History

Financial Consulate’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 		$978K Buy
7,599
+41
+0.5% +$4.8K 0.11% 59
2026
Q1 		$909K Sell
7,558
-1,145
-13% -$132K 0.11% 56
2025
Q4 		$916K Sell
8,703
-164
-2% -$15.4K 0.13% 58
2025
Q3 		$744K Buy
+8,867
New +$730K 0.11% 64
2023
Q2 		– Sell
-5,729
Closed -$610K – 89
2023
Q1 		$610K Sell
5,729
-2,508
-30% -$271K 0.21% 50
2022
Q4 		$914K Sell
8,237
-200
-2% -$20.4K 0.32% 43
2022
Q3 		$727K Sell
8,437
-383
-4% -$34.2K 0.31% 43
2022
Q2 		$804K Sell
8,820
-404
-4% -$35.8K 0.38% 39
2022
Q1 		$757K Buy
9,224
+973
+12% +$76.7K 0.29% 48
2021
Q4 		$632K Buy
8,251
+21
+0.3% +$1.67K 0.22% 55
2021
Q3 		$618K Buy
8,230
+6
+0.1% +$456 0.22% 52
2021
Q2 		$640K Sell
8,224
-881
-10% -$65.5K 0.23% 51
2021
Q1 		$670K Sell
9,105
-12
-0.1% -$885 0.27% 49
2020
Q4 		$712K Sell
9,117
-419
-4% -$32K 0.31% 43
2020
Q3 		$755K Sell
9,536
-372
-4% -$29.1K 0.36% 37
2020
Q2 		$731K Sell
9,908
-337
-3% -$25.4K 0.37% 37
2020
Q1 		$752K Buy
10,245
+17
+0.2% +$1.34K 0.45% 38
2019
Q4 		$888K Buy
10,228
+99
+1% +$8.13K 0.39% 39
2019
Q3 		$814K Buy
10,129
+1,274
+14% +$102K 0.35% 43
2019
Q2 		$708K Buy
8,855
+2,216
+33% +$170K 0.32% 45
2019
Q1 		$527K Buy
6,639
+145
+2% +$10.8K 0.24% 62
2018
Q4 		$474K Buy
6,494
+35
+0.5% +$2.47K 0.28% 63
2018
Q3 		$437K Hold
6,459
– – 0.25% 75
2018
Q2 		$374K Buy
6,459
+702
+12% +$39.6K 0.19% 79
2018
Q1 		$299K Hold
5,757
– – 0.16% 87
2017
Q4 		$309K Sell
5,757
-387
-6% -$21.5K 0.16% 81
2017
Q3 		$375K Buy
+6,144
New +$372K 0.2% 72

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

Financial Consulate's MRK Position: Q2 2026 in Review

Financial Consulate increased its Merck (MRK) stake by 0.54% in Q2 2026, buying an estimated $4.8K and bringing the position to 7,599 shares worth $978K. The position accounts for 0.11% of the portfolio, ranked #59.

Financial Consulate first reported a position in MRK in Q3 2017 and has held it in 27 quarters since. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Financial Consulate held 7,599 shares of Merck worth $978K as of Q2 2026.
  • Financial Consulate bought 41 Merck shares in Q2 2026, an estimated $4.8K.
  • Merck made up 0.11% of Financial Consulate's portfolio in Q2 2026, its #59 holding.
  • Financial Consulate first reported a position in Merck in Q3 2017 and has held it in 27 quarters since.
  • 3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.