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Fortress Financial Group’s Merck MRK Stock Holding History

Fortress Financial Group’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 		$247K Sell
2,056
-1,163
-36% -$134K 0.18% 68
2025
Q4 		$339K Buy
3,219
+29
+0.9% +$2.72K 0.25% 54
2025
Q3 		$268K Buy
3,190
+31
+1% +$2.55K 0.21% 67
2025
Q2 		$250K Buy
3,159
+324
+11% +$25.8K 0.21% 61
2025
Q1 		$254K Buy
+2,835
New +$265K 0.25% 58

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

Fortress Financial Group's MRK Position: Q1 2026 in Review

Fortress Financial Group reduced its Merck (MRK) stake by 36% in Q1 2026, selling an estimated $134K and leaving 2,056 shares worth $247K. The position accounts for 0.18% of the portfolio, ranked #68.

Fortress Financial Group first reported a position in MRK in Q1 2025 and has held it in 5 quarters since. The position peaked at $339K in Q4 2025. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Fortress Financial Group held 2,056 shares of Merck worth $247K as of Q1 2026.
  • Fortress Financial Group sold 1,163 Merck shares in Q1 2026, an estimated $134K.
  • Merck made up 0.18% of Fortress Financial Group's portfolio in Q1 2026, its #68 holding.
  • Fortress Financial Group first reported a position in Merck in Q1 2025 and has held it in 5 quarters since.
  • Fortress Financial Group's Merck position peaked at $339K in Q4 2025.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Fortress Financial Group's 13F filing for Q1 2026, filed 15 May 2026.