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Kelleher Financial Advisors’s Merck MRK Stock Holding History

Kelleher Financial 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
Q1 		$908K Sell
10,277
-172
-2% -$19.9K 0.23% 72
2025
Q4 		$1.1M Sell
10,449
-786
-7% -$73.8K 0.25% 61
2025
Q3 		$943K Buy
11,235
+928
+9% +$76.4K 0.24% 66
2025
Q2 		$816K Buy
10,307
+3,871
+60% +$308K 0.28% 53
2025
Q1 		$578K Buy
6,436
+379
+6% +$35.4K 0.23% 60
2024
Q4 		$603K Buy
6,057
+248
+4% +$25.6K 0.23% 59
2024
Q3 		$660K Buy
5,809
+100
+2% +$11.9K 0.25% 57
2024
Q2 		$707K Sell
5,709
-724
-11% -$93.3K 0.29% 53
2024
Q1 		$849K Buy
6,433
+78
+1% +$9.61K 0.35% 40
2023
Q4 		$693K Buy
6,355
+60
+1% +$6.23K 0.33% 44
2023
Q3 		$648K Buy
6,295
+1,001
+19% +$108K 0.33% 44
2023
Q2 		$611K Buy
5,294
+958
+22% +$109K 0.35% 50
2023
Q1 		$461K Sell
4,336
-907
-17% -$97.9K 0.3% 61
2022
Q4 		$582K Sell
5,243
-5,998
-53% -$613K 0.44% 47
2022
Q3 		$967K Hold
11,241
– – 0.69% 30
2022
Q2 		$10.2M Buy
11,241
+1
+0% +$89 4.61% 7
2022
Q1 		$921K Buy
11,240
+1
+0% +$79 0.51% 40
2021
Q4 		$852K Buy
11,239
+1
+0% +$80 0.45% 44
2021
Q3 		$844K Sell
11,238
-99
-0.9% -$7.53K 0.37% 60
2021
Q2 		$882K Sell
11,337
-544
-5% -$40.5K 0.5% 39
2021
Q1 		$874K Buy
11,881
+1
+0% +$74 0.56% 39
2020
Q4 		$926K Sell
11,880
-296
-2% -$22.6K 0.7% 31
2020
Q3 		$963K Buy
12,176
+1
+0% +$78 0.8% 27
2020
Q2 		$898K Buy
12,175
+1
+0% +$75 0.86% 26
2020
Q1 		$893K Buy
12,174
+297
+3% +$23.3K 1.07% 21
2019
Q4 		$1.03M Buy
11,877
+6,383
+116% +$524K 1.04% 22
2019
Q3 		$441K Hold
5,494
– – 0.54% 46
2019
Q2 		$439K Buy
+5,494
New +$421K 0.54% 47
2018
Q4 		$400K Hold
5,494
– – 0.64% 45
2018
Q3 		$371K Hold
5,494
– – 0.48% 53
2018
Q2 		$318K Buy
+5,494
New +$310K 0.45% 62
2018
Q1 		– Sell
-5,494
Closed -$294K – 90
2017
Q4 		$294K Buy
+5,494
New +$305K 0.46% 62
2017
Q1 		– Sell
-7,252
Closed -$407K – 115
2016
Q4 		$407K Hold
7,252
– – 0.23% 88
2016
Q3 		$431K Sell
7,252
-315
-4% -$18.4K 0.24% 81
2016
Q2 		$415K Sell
7,567
-1,004
-12% -$53.4K 0.25% 79
2016
Q1 		$432K Buy
8,571
+1,004
+13% +$49.2K 0.24% 88
2015
Q4 		$381K Sell
7,567
-1,048
-12% -$52.8K 0.26% 77
2015
Q3 		$405K Buy
8,615
+116
+1% +$6.16K 0.27% 73
2015
Q2 		$461K Hold
8,499
– – 0.26% 71
2015
Q1 		$466K Hold
8,499
– – 0.26% 69
2014
Q4 		$460K Hold
8,499
– – 0.25% 71
2014
Q3 		$470K Sell
8,499
-996
-10% -$55.9K 0.25% 71
2014
Q2 		$524K Hold
9,495
– – 0.27% 66
2014
Q1 		$514K Sell
9,495
-1,153
-11% -$59.7K 0.28% 65
2013
Q4 		$509K Hold
10,648
– – 0.26% 68
2013
Q3 		$484K Sell
10,648
-2,704
-20% -$123K 0.28% 61
2013
Q2 		$592K Buy
+13,352
New +$596K 0.36% 54

Other funds holding MRK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kelleher Financial Advisors's MRK Position: Q1 2026 in Review

Kelleher Financial Advisors reduced its Merck (MRK) stake by 1.6% in Q1 2026, selling an estimated $19.9K and leaving 10,277 shares worth $908K. The position accounts for 0.23% of the portfolio, ranked #72.

Kelleher Financial Advisors first reported a position in MRK in Q2 2013 and has held it in 47 quarters since. The position peaked at $10.2M in Q2 2022. 3,777 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Kelleher Financial Advisors held 10,277 shares of Merck worth $908K as of Q1 2026.
  • Kelleher Financial Advisors sold 172 Merck shares in Q1 2026, an estimated $19.9K.
  • Merck made up 0.23% of Kelleher Financial Advisors's portfolio in Q1 2026, its #72 holding.
  • Kelleher Financial Advisors first reported a position in Merck in Q2 2013 and has held it in 47 quarters since.
  • Kelleher Financial Advisors's Merck position peaked at $10.2M in Q2 2022.
  • 3,777 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.