MA
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MBA Advisors’s Merck MRK Stock Holding History

MBA 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
Q2 		$1.4M Buy
10,918
+181
+2% +$21.2K 0.47% 47
2026
Q1 		$1.29M Sell
10,737
-221
-2% -$25.5K 0.5% 44
2025
Q4 		$1.15M Buy
10,958
+1,165
+12% +$109K 0.46% 48
2025
Q3 		$822K Buy
9,793
+2,203
+29% +$181K 0.35% 61
2025
Q2 		$601K Buy
7,590
+3,047
+67% +$242K 0.28% 73
2025
Q1 		$408K Buy
4,543
+198
+5% +$18.5K 0.2% 89
2024
Q4 		$432K Sell
4,345
-159
-4% -$16.4K 0.22% 83
2024
Q3 		$511K Sell
4,504
-16
-0.4% -$1.9K 0.25% 77
2024
Q2 		$560K Buy
4,520
+4
+0.1% +$515 0.29% 69
2024
Q1 		$596K Sell
4,516
-334
-7% -$41.2K 0.31% 70
2023
Q4 		$529K Buy
4,850
+25
+0.5% +$2.6K 0.29% 75
2023
Q3 		$497K Buy
4,825
+4
+0.1% +$431 0.3% 71
2023
Q2 		$556K Sell
4,821
-384
-7% -$43.6K 0.33% 67
2023
Q1 		$554K Sell
5,205
-14
-0.3% -$1.51K 0.34% 67
2022
Q4 		$579K Buy
5,219
+5
+0.1% +$511 0.38% 64
2022
Q3 		$449K Buy
5,214
+5
+0.1% +$446 0.32% 70
2022
Q2 		$475K Buy
5,209
+5
+0.1% +$443 0.33% 69
2022
Q1 		$427K Sell
5,204
-1,845
-26% -$145K 0.26% 88
2021
Q4 		$540K Buy
7,049
+1,855
+36% +$148K 0.33% 76
2021
Q3 		$390K Buy
5,194
+5
+0.1% +$380 0.29% 85
2021
Q2 		$404K Sell
5,189
-244
-4% -$18.1K 0.19% 87
2021
Q1 		$400K Buy
+5,433
New +$401K 0.22% 86

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

MBA Advisors's MRK Position: Q2 2026 in Review

MBA Advisors increased its Merck (MRK) stake by 1.7% in Q2 2026, buying an estimated $21.2K and bringing the position to 10,918 shares worth $1.4M. The position accounts for 0.47% of the portfolio, ranked #47.

MBA Advisors first reported a position in MRK in Q1 2021 and has held it in 22 quarters since. 3,844 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • MBA Advisors held 10,918 shares of Merck worth $1.4M as of Q2 2026.
  • MBA Advisors bought 181 Merck shares in Q2 2026, an estimated $21.2K.
  • Merck made up 0.47% of MBA Advisors's portfolio in Q2 2026, its #47 holding.
  • MBA Advisors first reported a position in Merck in Q1 2021 and has held it in 22 quarters since.
  • 3,844 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on MBA Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.