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Phillips Financial Management’s Merck MRK Stock Holding History

Phillips Financial Management’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
1,943
+107
+6% +$12.5K 0.02% 176
2026
Q1 		$221K Buy
+1,836
New +$212K 0.02% 184

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

Phillips Financial Management's MRK Position: Q2 2026 in Review

Phillips Financial Management increased its Merck (MRK) stake by 5.8% in Q2 2026, buying an estimated $12.5K and bringing the position to 1,943 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #176.

Phillips Financial Management first reported a position in MRK in Q1 2026 and has held it in 2 quarters since. 3,819 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Phillips Financial Management held 1,943 shares of Merck worth $250K as of Q2 2026.
  • Phillips Financial Management bought 107 Merck shares in Q2 2026, an estimated $12.5K.
  • Merck made up 0.02% of Phillips Financial Management's portfolio in Q2 2026, its #176 holding.
  • Phillips Financial Management first reported a position in Merck in Q1 2026 and has held it in 2 quarters since.
  • 3,819 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.