KFI
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Key Financial Inc’s Merck MRK Stock Holding History

Key Financial 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
Q1 		$3.03M Buy
25,212
+43
+0.2% +$4.96K 0.54% 38
2025
Q4 		$2.65M Sell
25,169
-58
-0.2% -$5.45K 0.48% 44
2025
Q3 		$2.27M Buy
25,227
+791
+3% +$65.2K 0.42% 50
2025
Q2 		$1.93M Sell
24,436
-402
-2% -$32K 0.39% 51
2025
Q1 		$2.23M Buy
24,838
+40
+0.2% +$3.73K 0.49% 46
2024
Q4 		$2.47M Sell
24,798
-879
-3% -$90.6K 0.56% 39
2024
Q3 		$2.92M Buy
25,677
+147
+0.6% +$17.5K 0.64% 32
2024
Q2 		$3.16M Sell
25,530
-607
-2% -$78.2K 0.76% 30
2024
Q1 		$3.45M Buy
26,137
+276
+1% +$34K 0.88% 25
2023
Q4 		$2.82M Buy
25,861
+516
+2% +$53.6K 0.77% 28
2023
Q3 		$2.61M Sell
25,345
-37
-0.1% -$3.99K 0.88% 23
2023
Q2 		$2.93M Sell
25,382
-86
-0.3% -$9.77K 0.97% 20
2023
Q1 		$2.71M Buy
25,468
+165
+0.7% +$17.8K 0.99% 20
2022
Q4 		$2.18M Hold
25,303
– – 1.03% 19
2022
Q3 		$2.18M Buy
25,303
+2,730
+12% +$244K 1.02% 19
2022
Q2 		$2.09M Sell
22,573
-1,061
-4% -$94.1K 1.13% 16
2022
Q1 		$1.94M Buy
23,634
+159
+0.7% +$12.5K 0.96% 20
2021
Q4 		$1.8M Buy
23,475
+180
+0.8% +$14.3K 0.9% 26
2021
Q3 		$1.75M Buy
23,295
+423
+2% +$32.2K 0.99% 22
2021
Q2 		$1.76M Sell
22,872
-308
-1% -$22.9K 0.98% 22
2021
Q1 		$1.71M Sell
23,180
-1,323
-5% -$97.6K 1.12% 18
2020
Q4 		$1.91M Buy
24,503
+13
+0.1% +$994 1.42% 13
2020
Q3 		$1.94M Sell
24,490
-183
-0.7% -$14.3K 1.99% 10
2020
Q2 		$1.79M Buy
24,673
+2,097
+9% +$158K 2.05% 11
2020
Q1 		$1.66M Buy
22,576
+474
+2% +$37.3K 1.7% 9
2019
Q4 		$1.92M Buy
+22,102
New +$1.82M 1.8% 11

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

Key Financial Inc's MRK Position: Q1 2026 in Review

Key Financial Inc increased its Merck (MRK) stake by 0.17% in Q1 2026, buying an estimated $4.96K and bringing the position to 25,212 shares worth $3.03M. The position accounts for 0.54% of the portfolio, ranked #38.

Key Financial Inc first reported a position in MRK in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.45M in Q1 2024. 3,776 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Key Financial Inc held 25,212 shares of Merck worth $3.03M as of Q1 2026.
  • Key Financial Inc bought 43 Merck shares in Q1 2026, an estimated $4.96K.
  • Merck made up 0.54% of Key Financial Inc's portfolio in Q1 2026, its #38 holding.
  • Key Financial Inc first reported a position in Merck in Q4 2019 and has held it in 26 quarters since.
  • Key Financial Inc's Merck position peaked at $3.45M in Q1 2024.
  • 3,776 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.