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BFC Planning, Inc.’s Merck MRK Stock Holding History

BFC Planning, Inc.’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 		$7.98M Sell
62,078
-5,840
-9% -$684K 0.32% 60
2026
Q1 		$8.17M Sell
67,918
-5,903
-8% -$681K 0.36% 47
2025
Q4 		$7.77M Buy
73,821
+55,706
+308% +$5.23M 0.34% 59
2025
Q3 		$1.52M Buy
18,115
+1,555
+9% +$128K 0.11% 165
2025
Q2 		$1.31M Sell
16,560
-778
-4% -$61.8K 0.1% 182
2025
Q1 		$1.56M Sell
17,338
-302
-2% -$28.2K 0.14% 148
2024
Q4 		$1.75M Buy
+17,640
New +$1.82M 0.15% 124

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BFC Planning, Inc.'s MRK Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Merck (MRK) stake by 8.6% in Q2 2026, selling an estimated $684K and leaving 62,078 shares worth $7.98M. The position accounts for 0.32% of the portfolio, ranked #60.

BFC Planning, Inc. first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.17M in Q1 2026. 3,866 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • BFC Planning, Inc. held 62,078 shares of Merck worth $7.98M as of Q2 2026.
  • BFC Planning, Inc. sold 5,840 Merck shares in Q2 2026, an estimated $684K.
  • Merck made up 0.32% of BFC Planning, Inc.'s portfolio in Q2 2026, its #60 holding.
  • BFC Planning, Inc. first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Merck position peaked at $8.17M in Q1 2026.
  • 3,866 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.