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MJT & Associates Financial Advisory’s Merck MRK Stock Holding History

MJT & Associates Financial Advisory’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 		$76.6K Hold
596
– – 0.05% 72
2026
Q1 		$71.7K Hold
596
– – 0.05% 70
2025
Q4 		$62.7K Sell
596
-20
-3% -$1.88K 0.05% 77
2025
Q3 		$51.7K Buy
616
+33
+6% +$2.72K 0.04% 79
2025
Q2 		$46.2K Buy
583
+47
+9% +$3.74K 0.06% 99
2025
Q1 		$48.1K Buy
+536
New +$50K 0.05% 106

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

MJT & Associates Financial Advisory's MRK Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its Merck (MRK) position steady in Q2 2026 at 596 shares worth $76.6K. The position accounts for 0.05% of the portfolio, ranked #72.

MJT & Associates Financial Advisory first reported a position in MRK in Q1 2025 and has held it in 6 quarters since. 1,299 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • MJT & Associates Financial Advisory held 596 shares of Merck worth $76.6K as of Q2 2026.
  • MJT & Associates Financial Advisory left its Merck share count unchanged in Q2 2026.
  • Merck made up 0.05% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #72 holding.
  • MJT & Associates Financial Advisory first reported a position in Merck in Q1 2025 and has held it in 6 quarters since.
  • 1,299 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.