KWM
MRK icon

KFG Wealth Management’s Merck MRK Stock Holding History

KFG Wealth Management’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 		$263K Buy
2,046
+32
+2% +$3.75K 0.03% 193
2026
Q1 		$242K Buy
+2,014
New +$233K 0.03% 197
2025
Q1 		– Sell
-2,906
Closed -$289K – 201
2024
Q4 		$289K Buy
2,906
+536
+23% +$55.3K 0.05% 150
2024
Q3 		$269K Buy
2,370
+245
+12% +$29.1K 0.06% 151
2024
Q2 		$263K Hold
2,125
– – 0.1% 133
2024
Q1 		$280K Hold
2,125
– – 0.12% 127
2023
Q4 		$232K Hold
2,125
– – 0.11% 121
2023
Q3 		$219K Buy
2,125
+15
+0.7% +$1.62K 0.12% 120
2023
Q2 		$243K Sell
2,110
-9
-0.4% -$1.02K 0.14% 106
2023
Q1 		$245K Hold
2,119
– – 0.17% 75
2022
Q4 		$235K Buy
+2,119
New +$217K 0.24% 62

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 $3.37T AUM 44.26% 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

KFG Wealth Management's MRK Position: Q2 2026 in Review

KFG Wealth Management increased its Merck (MRK) stake by 1.6% in Q2 2026, buying an estimated $3.75K and bringing the position to 2,046 shares worth $263K. The position accounts for 0.03% of the portfolio, ranked #193.

KFG Wealth Management first reported a position in MRK in Q4 2022 and has held it in 11 quarters since. The position peaked at $289K in Q4 2024. 3,819 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • KFG Wealth Management held 2,046 shares of Merck worth $263K as of Q2 2026.
  • KFG Wealth Management bought 32 Merck shares in Q2 2026, an estimated $3.75K.
  • Merck made up 0.03% of KFG Wealth Management's portfolio in Q2 2026, its #193 holding.
  • KFG Wealth Management first reported a position in Merck in Q4 2022 and has held it in 11 quarters since.
  • KFG Wealth Management's Merck position peaked at $289K in Q4 2024.
  • 3,819 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.