Greater Midwest Financial Group’s Merck MRK Stock Holding History

Greater Midwest 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 Q2	$777K	Buy	6,044 +97	+2%	+$11.4K	0.39%	34
2026 Q1	$715K	Buy	5,947 +1,672	+39%	+$193K	0.38%	37
2025 Q4	$450K	Sell	4,275 -79	-2%	-$7.42K	0.25%	41
2025 Q3	$365K	Buy	4,354 +15	+0.3%	+$1.24K	0.24%	42
2025 Q2	$343K	Sell	4,339 -109	-2%	-$8.66K	0.26%	43
2025 Q1	$399K	Sell	4,448 -12	-0.3%	-$1.12K	0.28%	41
2024 Q4	$444K	Sell	4,460 -2,301	-34%	-$237K	0.28%	39
2024 Q3	$768K	Sell	6,761 -19	-0.3%	-$2.26K	0.45%	35
2024 Q2	$770K	Buy	6,780 +68	+1%	+$8.76K	0.49%	32
2024 Q1	$886K	Buy	6,712 +4,812	+253%	+$593K	0.55%	31
2023 Q4	$207K	Buy	+1,900	New	+$197K	0.14%	50

Other funds holding MRK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Greater Midwest Financial Group's MRK Position: Q2 2026 in Review

Greater Midwest Financial Group increased its Merck (MRK) stake by 1.6% in Q2 2026, buying an estimated $11.4K and bringing the position to 6,044 shares worth $777K. The position accounts for 0.39% of the portfolio, ranked #34.

Greater Midwest Financial Group first reported a position in MRK in Q4 2023 and has held it in 11 quarters since. The position peaked at $886K in Q1 2024. 1,299 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Greater Midwest Financial Group held 6,044 shares of Merck worth $777K as of Q2 2026.
Greater Midwest Financial Group bought 97 Merck shares in Q2 2026, an estimated $11.4K.
Merck made up 0.39% of Greater Midwest Financial Group's portfolio in Q2 2026, its #34 holding.
Greater Midwest Financial Group first reported a position in Merck in Q4 2023 and has held it in 11 quarters since.
Greater Midwest Financial Group's Merck position peaked at $886K in Q1 2024.
1,299 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Greater Midwest Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.