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Forum Financial Management’s Merck MRK Stock Holding History

Forum Financial 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
Q2 		$1.4M Buy
10,899
+406
+4% +$47.5K 0.02% 109
2026
Q1 		$1.26M Sell
10,493
-17,865
-63% -$2.06M 0.02% 108
2025
Q4 		$2.98M Buy
28,358
+5,656
+25% +$531K 0.04% 108
2025
Q3 		$1.91M Buy
22,702
+304
+1% +$25K 0.03% 141
2025
Q2 		$1.77M Sell
22,398
-4,413
-16% -$351K 0.03% 137
2025
Q1 		$2.41M Sell
26,811
-5,394
-17% -$504K 0.04% 98
2024
Q4 		$3.2M Buy
32,205
+7,612
+31% +$785K 0.05% 76
2024
Q3 		$2.79M Buy
24,593
+1,899
+8% +$226K 0.05% 73
2024
Q2 		$2.81M Sell
22,694
-5,503
-20% -$709K 0.05% 68
2024
Q1 		$3.72M Sell
28,197
-728
-3% -$89.7K 0.06% 66
2023
Q4 		$3.15M Sell
28,925
-1,926
-6% -$200K 0.06% 66
2023
Q3 		$3.18M Buy
30,851
+1,676
+6% +$181K 0.07% 58
2023
Q2 		$3.37M Buy
29,175
+1,477
+5% +$168K 0.08% 53
2023
Q1 		$2.95M Sell
27,698
-125
-0.4% -$13.5K 0.09% 56
2022
Q4 		$3.09M Sell
27,823
-168
-0.6% -$17.2K 0.1% 49
2022
Q3 		$2.41M Buy
27,991
+7,221
+35% +$645K 0.12% 54
2022
Q2 		$1.89M Buy
20,770
+866
+4% +$76.8K 0.1% 63
2022
Q1 		$1.63M Buy
19,904
+4,028
+25% +$318K 0.08% 80
2021
Q4 		$1.22M Buy
+15,876
New +$1.26M 0.06% 100

Other funds holding MRK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Forum Financial Management's MRK Position: Q2 2026 in Review

Forum Financial Management increased its Merck (MRK) stake by 3.9% in Q2 2026, buying an estimated $47.5K and bringing the position to 10,899 shares worth $1.4M. The position accounts for 0.02% of the portfolio, ranked #109.

Forum Financial Management first reported a position in MRK in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.72M in Q1 2024. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Forum Financial Management held 10,899 shares of Merck worth $1.4M as of Q2 2026.
  • Forum Financial Management bought 406 Merck shares in Q2 2026, an estimated $47.5K.
  • Merck made up 0.02% of Forum Financial Management's portfolio in Q2 2026, its #109 holding.
  • Forum Financial Management first reported a position in Merck in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Merck position peaked at $3.72M in Q1 2024.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

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