MFS
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Montgomery Financial Services’s Merck MRK Stock Holding History

Montgomery Financial Services’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 		$40.9K Buy
+318
New +$37.2K 0.04% 78

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Montgomery Financial Services's MRK Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Merck (MRK) in Q2 2026: 318 shares worth $40.9K. The stake represents 0.04% of the portfolio and ranks #78 among its holdings.

3,688 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Montgomery Financial Services held 318 shares of Merck worth $40.9K as of Q2 2026.
  • Merck was a new Montgomery Financial Services position in Q2 2026.
  • Merck made up 0.04% of Montgomery Financial Services's portfolio in Q2 2026, its #78 holding.
  • 3,688 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.