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HFM Investment Advisors’s Merck MRK Stock Holding History

HFM Investment 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 		$15.7K Buy
122
+35
+40% +$4.1K 0.01% 98
2026
Q1 		$10.5K Sell
87
-28
-24% -$3.23K ﹤0.01% 113
2025
Q4 		$12.1K Buy
115
+94
+448% +$8.82K ﹤0.01% 115
2025
Q3 		$1.76K Hold
21
– – ﹤0.01% 213
2025
Q2 		$1.66K Buy
21
+8
+62% +$636 ﹤0.01% 220
2025
Q1 		$1.17K Buy
+13
New +$1.21K ﹤0.01% 157

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

HFM Investment Advisors's MRK Position: Q2 2026 in Review

HFM Investment Advisors increased its Merck (MRK) stake by 40% in Q2 2026, buying an estimated $4.1K and bringing the position to 122 shares worth $15.7K. The position accounts for 0.01% of the portfolio, ranked #98.

HFM Investment Advisors first reported a position in MRK in Q1 2025 and has held it in 6 quarters since. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • HFM Investment Advisors held 122 shares of Merck worth $15.7K as of Q2 2026.
  • HFM Investment Advisors bought 35 Merck shares in Q2 2026, an estimated $4.1K.
  • Merck made up 0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #98 holding.
  • HFM Investment Advisors first reported a position in Merck in Q1 2025 and has held it in 6 quarters since.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.