FSA
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Financial Security Advisor’s Merck MRK Stock Holding History

Financial Security Advisor’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 		$7.99M Sell
65,929
-626
-0.9% -$72.3K 1.47% 15
2025
Q4 		$7.06M Buy
66,555
+56,937
+592% +$5.34M 1.37% 14
2025
Q3 		$814K Buy
9,618
+2,934
+44% +$242K 0.17% 55
2025
Q2 		$534K Buy
6,684
+1,414
+27% +$112K 0.12% 69
2025
Q1 		$478K Sell
5,270
-655
-11% -$61.2K 0.12% 66
2024
Q4 		$594K Buy
5,925
+51
+0.9% +$5.26K 0.15% 58
2024
Q3 		$672K Sell
5,874
-146
-2% -$17.3K 0.17% 54
2024
Q2 		$750K Buy
6,020
+12
+0.2% +$1.55K 0.25% 46
2024
Q1 		$797K Buy
6,008
+74
+1% +$9.12K 0.28% 46
2023
Q4 		$652K Buy
5,934
+102
+2% +$10.6K 0.26% 49
2023
Q3 		$605K Buy
+5,832
New +$629K 0.28% 46

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 Security Advisor's MRK Position: Q1 2026 in Review

Financial Security Advisor reduced its Merck (MRK) stake by 0.94% in Q1 2026, selling an estimated $72.3K and leaving 65,929 shares worth $7.99M. The position accounts for 1.47% of the portfolio, ranked #15.

Financial Security Advisor first reported a position in MRK in Q3 2023 and has held it in 11 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Financial Security Advisor held 65,929 shares of Merck worth $7.99M as of Q1 2026.
  • Financial Security Advisor sold 626 Merck shares in Q1 2026, an estimated $72.3K.
  • Merck made up 1.47% of Financial Security Advisor's portfolio in Q1 2026, its #15 holding.
  • Financial Security Advisor first reported a position in Merck in Q3 2023 and has held it in 11 quarters since.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

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