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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
Q3 		$63.5K Sell
437
-159
-27% -$22K 0.04% 65
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

MJT & Associates Financial Advisory's MRK Position: Q3 2026 in Review

MJT & Associates Financial Advisory reduced its Merck (MRK) stake by 27% in Q3 2026, selling an estimated $22K and leaving 437 shares worth $63.5K. The position accounts for 0.04% of the portfolio, ranked #65.

MJT & Associates Financial Advisory first reported a position in MRK in Q1 2025 and has held it in 7 quarters since. The position peaked at $76.6K in Q2 2026. 203 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • MJT & Associates Financial Advisory held 437 shares of Merck worth $63.5K as of Q3 2026.
  • MJT & Associates Financial Advisory sold 159 Merck shares in Q3 2026, an estimated $22K.
  • Merck made up 0.04% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #65 holding.
  • MJT & Associates Financial Advisory first reported a position in Merck in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's Merck position peaked at $76.6K in Q2 2026.
  • 203 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.