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Laurel Wealth Advisors (North Carolina)’s Merck MRK Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		$640K Hold
4,984
– – 0.06% 133
2026
Q1 		$555K Hold
4,984
– – 0.05% 138
2025
Q4 		$525K Hold
4,984
– – 0.07% 137
2025
Q3 		$418K Sell
4,984
-1,196
-19% -$98.5K 0.06% 143
2025
Q2 		$489K Sell
6,180
-200
-3% -$15.9K 0.07% 135
2025
Q1 		$573K Sell
6,380
-220
-3% -$20.5K 0.09% 126
2024
Q4 		$657K Buy
6,600
+9
+0.1% +$928 0.1% 121
2024
Q3 		$748K Buy
6,591
+537
+9% +$63.8K 0.12% 117
2024
Q2 		$749K Buy
6,054
+120
+2% +$15.5K 0.13% 116
2024
Q1 		$783K Hold
5,934
– – 0.13% 116
2023
Q4 		$647K Sell
5,934
-229
-4% -$23.8K 0.12% 116
2023
Q3 		$634K Sell
6,163
-22
-0.4% -$2.37K 0.13% 112
2023
Q2 		$714K Sell
6,185
-330
-5% -$37.5K 0.14% 110
2023
Q1 		$693K Buy
6,515
+1,872
+40% +$202K 0.15% 110
2022
Q4 		$515K Hold
4,643
– – 0.12% 117
2022
Q3 		$400K Hold
4,643
– – 0.1% 121
2022
Q2 		$423K Hold
4,643
– – 0.1% 120
2022
Q1 		$381K Buy
4,643
+30
+0.7% +$2.37K 0.08% 132
2021
Q4 		$354K Hold
4,613
– – 0.07% 136
2021
Q3 		$346K Hold
4,613
– – 0.08% 135
2021
Q2 		$359K Sell
4,613
-156
-3% -$11.6K 0.08% 138
2021
Q1 		$351K Buy
4,769
+345
+8% +$25.4K 0.09% 132
2020
Q4 		$345K Buy
4,424
+69
+2% +$5.28K 0.09% 130
2020
Q3 		$345K Hold
4,355
– – 0.1% 123
2020
Q2 		$321K Sell
4,355
-57
-1% -$4.29K 0.11% 118
2020
Q1 		$324K Buy
4,412
+241
+6% +$18.9K 0.12% 110
2019
Q4 		$362K Sell
4,171
-181
-4% -$14.9K 0.11% 123
2019
Q3 		$350K Buy
4,352
+73
+2% +$5.85K 0.12% 120
2019
Q2 		$342K Sell
4,279
-112
-3% -$8.58K 0.12% 117
2019
Q1 		$348K Hold
4,391
– – 0.13% 115
2018
Q4 		$320K Buy
+4,391
New +$310K 0.13% 112

Other funds holding MRK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s MRK Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) held its Merck (MRK) position steady in Q2 2026 at 4,984 shares worth $640K. The position accounts for 0.06% of the portfolio, ranked #133.

Laurel Wealth Advisors (North Carolina) first reported a position in MRK in Q4 2018 and has held it in 31 quarters since. The position peaked at $783K in Q1 2024. 1,299 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 4,984 shares of Merck worth $640K as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) left its Merck share count unchanged in Q2 2026.
  • Merck made up 0.06% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #133 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Merck in Q4 2018 and has held it in 31 quarters since.
  • Laurel Wealth Advisors (North Carolina)'s Merck position peaked at $783K in Q1 2024.
  • 1,299 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.