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FSM Wealth Advisors’s Merck MRK Stock Holding History

FSM Wealth Advisors’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 		$1.42M Buy
11,015
+826
+8% +$96.7K 0.15% 84
2026
Q1 		$1.23M Sell
10,189
-261
-2% -$30.1K 0.16% 78
2025
Q4 		$1.1M Buy
10,450
+395
+4% +$37.1K 0.15% 86
2025
Q3 		$844K Buy
10,055
+1,188
+13% +$97.8K 0.12% 104
2025
Q2 		$717K Buy
8,867
+4,003
+82% +$318K 0.12% 113
2025
Q1 		$437K Sell
4,864
-1,849
-28% -$173K 0.1% 117
2024
Q4 		$676K Sell
6,713
-492
-7% -$50.7K 0.17% 80
2024
Q3 		$818K Buy
7,205
+449
+7% +$53.3K 0.22% 68
2024
Q2 		$836K Buy
6,756
+20
+0.3% +$2.58K 0.28% 58
2024
Q1 		$889K Sell
6,736
-120
-2% -$14.8K 0.32% 57
2023
Q4 		$747K Buy
6,856
+360
+6% +$37.4K 0.32% 62
2023
Q3 		$669K Sell
6,496
-858
-12% -$92.5K 0.34% 62
2023
Q2 		$799K Sell
7,354
-39
-0.5% -$4.43K 0.4% 53
2023
Q1 		$787K Buy
7,393
+891
+14% +$96.2K 0.46% 46
2022
Q4 		$721K Sell
6,502
-115
-2% -$11.8K 0.51% 49
2022
Q3 		$570K Buy
+6,617
New +$591K 0.47% 56

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

FSM Wealth Advisors's MRK Position: Q2 2026 in Review

FSM Wealth Advisors increased its Merck (MRK) stake by 8.1% in Q2 2026, buying an estimated $96.7K and bringing the position to 11,015 shares worth $1.42M. The position accounts for 0.15% of the portfolio, ranked #84.

FSM Wealth Advisors first reported a position in MRK in Q3 2022 and has held it in 16 quarters since. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • FSM Wealth Advisors held 11,015 shares of Merck worth $1.42M as of Q2 2026.
  • FSM Wealth Advisors bought 826 Merck shares in Q2 2026, an estimated $96.7K.
  • Merck made up 0.15% of FSM Wealth Advisors's portfolio in Q2 2026, its #84 holding.
  • FSM Wealth Advisors first reported a position in Merck in Q3 2022 and has held it in 16 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.