Forum Finance Group’s Merck MRK Stock Holding History

Forum Finance 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 Q2	$3.06M	Buy	29,485 +1,705	+6%	+$200K	1.1%	24
2026 Q1	$2.64M	Buy	+27,780	New	+$3.21M	1.43%	18

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Forum Finance Group's MRK Position: Q2 2026 in Review

Forum Finance Group increased its Merck (MRK) stake by 6.1% in Q2 2026, buying an estimated $200K and bringing the position to 29,485 shares worth $3.06M. The position accounts for 1.1% of the portfolio, ranked #24.

Forum Finance Group first reported a position in MRK in Q1 2026 and has held it in 2 quarters since. 3,813 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Forum Finance Group held 29,485 shares of Merck worth $3.06M as of Q2 2026.
Forum Finance Group bought 1,705 Merck shares in Q2 2026, an estimated $200K.
Merck made up 1.1% of Forum Finance Group's portfolio in Q2 2026, its #24 holding.
Forum Finance Group first reported a position in Merck in Q1 2026 and has held it in 2 quarters since.
3,813 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.