MPS Loria Financial Planners’s Merck MRK Stock Holding History

MPS Loria Financial Planners’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	$250K	Buy	1,947 +9	+0.5%	+$1.05K	0.06%	82
2026 Q1	$233K	Buy	1,938 +10	+0.5%	+$1.15K	0.06%	82
2025 Q4	$203K	Buy	+1,928	New	+$181K	0.05%	84
2025 Q1	–	Sell	-2,636	Closed	-$263K	–	83
2024 Q4	$263K	Buy	2,636 +6	+0.2%	+$619	0.08%	68
2024 Q3	$299K	Sell	2,630 -61	-2%	-$7.25K	0.09%	63
2024 Q2	$334K	Buy	2,691 +5	+0.2%	+$644	0.11%	56
2024 Q1	$355K	Buy	2,686 +6	+0.2%	+$740	0.12%	55
2023 Q4	$293K	Sell	2,680 -226	-8%	-$23.5K	0.1%	63
2023 Q3	$300K	Buy	2,906 +144	+5%	+$15.5K	0.12%	59
2023 Q2	$319K	Buy	2,762 +6	+0.2%	+$681	0.12%	58
2023 Q1	$294K	Buy	2,756 +241	+10%	+$26K	0.12%	58
2022 Q4	$279K	Sell	2,515 -45	-2%	-$4.6K	0.12%	58
2022 Q3	$221K	Buy	2,560 +108	+4%	+$9.64K	0.09%	61
2022 Q2	$223K	Buy	+2,452	New	+$217K	0.1%	63
2021 Q2	–	Sell	-2,213	Closed	-$162K	–	402
2021 Q1	$162K	Buy	2,213 +6	+0.3%	+$443	0.08%	93
2020 Q4	$171K	Buy	2,207 +836	+61%	+$63.9K	0.08%	86
2020 Q3	$108K	Buy	1,371 +8	+0.6%	+$627	0.06%	103
2020 Q2	$101K	Buy	+1,363	New	+$103K	0.05%	104
2017 Q3	–	Sell	-1,281	Closed	-$76K	–	245
2017 Q2	$76K	Buy	+1,281	New	+$78K	0.05%	123

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

MPS Loria Financial Planners's MRK Position: Q2 2026 in Review

MPS Loria Financial Planners increased its Merck (MRK) stake by 0.46% in Q2 2026, buying an estimated $1.05K and bringing the position to 1,947 shares worth $250K. The position accounts for 0.06% of the portfolio, ranked #82.

MPS Loria Financial Planners first reported a position in MRK in Q2 2017 and has held it in 19 quarters since. The position peaked at $355K in Q1 2024. 3,842 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

MPS Loria Financial Planners held 1,947 shares of Merck worth $250K as of Q2 2026.
MPS Loria Financial Planners bought 9 Merck shares in Q2 2026, an estimated $1.05K.
Merck made up 0.06% of MPS Loria Financial Planners's portfolio in Q2 2026, its #82 holding.
MPS Loria Financial Planners first reported a position in Merck in Q2 2017 and has held it in 19 quarters since.
MPS Loria Financial Planners's Merck position peaked at $355K in Q1 2024.
3,842 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on MPS Loria Financial Planners's 13F filing for Q2 2026, filed 30 Jul 2026.