M3 Advisory Group’s Merck MRK Stock Holding History

M3 Advisory Group’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	$282K	Sell	2,194 -9	-0.4%	-$1.05K	0.15%	114
2026 Q1	$265K	Buy	2,203 +229	+12%	+$26.4K	0.16%	109
2025 Q4	$208K	Buy	+1,974	New	+$185K	0.13%	135

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

M3 Advisory Group's MRK Position: Q2 2026 in Review

M3 Advisory Group reduced its Merck (MRK) stake by 0.41% in Q2 2026, selling an estimated $1.05K and leaving 2,194 shares worth $282K. The position accounts for 0.15% of the portfolio, ranked #114.

M3 Advisory Group first reported a position in MRK in Q4 2025 and has held it in 3 quarters since. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

M3 Advisory Group held 2,194 shares of Merck worth $282K as of Q2 2026.
M3 Advisory Group sold 9 Merck shares in Q2 2026, an estimated $1.05K.
Merck made up 0.15% of M3 Advisory Group's portfolio in Q2 2026, its #114 holding.
M3 Advisory Group first reported a position in Merck in Q4 2025 and has held it in 3 quarters since.
3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on M3 Advisory Group's 13F filing for Q2 2026, filed 24 Jul 2026.