FGAM
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Financial Gravity Asset Management’s Merck MRK Stock Holding History

Financial Gravity Asset 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
Q1 		$12K Buy
+100
New +$11.5K ﹤0.01% 539
2025
Q4 		– Sell
-515
Closed -$43.3K – 865
2025
Q3 		$43.3K Buy
+515
New +$42.4K 0.01% 315
2025
Q1 		$114K Buy
+1,272
New +$119K 0.02% 203
2024
Q2 		$26.4K Sell
213
-280
-57% -$36.1K 0.01% 351
2024
Q1 		$60.4K Sell
493
-3,830
-89% -$472K 0.01% 350
2023
Q4 		$2.87M Buy
4,323
+217
+5% +$22.5K 0.03% 176
2023
Q3 		$2.84M Buy
4,106
+3,720
+964% +$401K 0.03% 172
2023
Q2 		$12.7K Buy
386
+94
+32% +$10.7K 0.03% 244
2023
Q1 		$2.72K Buy
292
+181
+163% +$19.5K 0.08% 253
2022
Q4 		$15.1K Sell
111
-1,867
-94% -$191K 0.08% 153
2022
Q3 		$2.63K Sell
1,978
-297
-13% -$26.5K 0.09% 229
2022
Q2 		$2.78K Buy
2,275
+128
+6% +$11.3K 0.09% 229
2022
Q1 		$3.08K Buy
2,147
+1,454
+210% +$115K 0.09% 204
2021
Q4 		$514 Buy
693
+686
+9,800% +$54.6K 0.01% 484
2021
Q3 		$75K Hold
7
– – 0.04% 438
2021
Q2 		$78K Sell
7
-6
-46% -$446 0.03% 424
2021
Q1 		$943 Sell
13
-5
-28% -$369 0.02% 303
2020
Q4 		$1K Buy
+18
New +$1.38K ﹤0.01% 425
2020
Q2 		– Sell
-282
Closed -$16.3K – 550
2020
Q1 		$16.3K Sell
282
-167
-37% -$13.1K 0.05% 143
2019
Q4 		$103K Sell
449
-107
-19% -$8.79K 0.07% 309
2019
Q3 		$45K Buy
556
+17
+3% +$1.36K 0.04% 307
2019
Q2 		$43K Sell
539
-370
-41% -$28.3K 0.04% 348
2019
Q1 		$72K Buy
+909
New +$68K 0.06% 250
2018
Q3 		$67K Buy
978
+887
+975% +$56.5K 0.07% 264
2018
Q2 		$6K Buy
91
+18
+25% +$1.01K 0.01% 697
2018
Q1 		$4K Buy
+73
New +$3.94K ﹤0.01% 793

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

Financial Gravity Asset Management's MRK Position: Q1 2026 in Review

Financial Gravity Asset Management opened a new position in Merck (MRK) in Q1 2026: 100 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #539 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in MRK as recently as Q3 2025.

Financial Gravity Asset Management first reported a position in MRK in Q1 2018 and has held it in 26 quarters since. The position peaked at $2.87M in Q4 2023. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Financial Gravity Asset Management held 100 shares of Merck worth $12K as of Q1 2026.
  • Merck was a new Financial Gravity Asset Management position in Q1 2026.
  • Merck made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #539 holding.
  • Financial Gravity Asset Management first reported a position in Merck in Q1 2018 and has held it in 26 quarters since.
  • Financial Gravity Asset Management's Merck position peaked at $2.87M in Q4 2023.
  • 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.