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Regal Investment Advisors’s Merck MRK Stock Holding History

Regal Investment Advisors’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
Q1 		$3.23M Buy
26,860
+443
+2% +$51.1K 0.19% 138
2025
Q4 		$2.78M Buy
26,417
+15,327
+138% +$1.44M 0.17% 145
2025
Q3 		$931K Buy
11,090
+570
+5% +$46.9K 0.06% 272
2025
Q2 		$833K Sell
10,520
-1,016
-9% -$80.8K 0.06% 262
2025
Q1 		$1.04M Sell
11,536
-33
-0.3% -$3.08K 0.08% 217
2024
Q4 		$1.15M Sell
11,569
-1,306
-10% -$135K 0.09% 210
2024
Q3 		$1.46M Sell
12,875
-139
-1% -$16.5K 0.1% 206
2024
Q2 		$1.61M Buy
13,014
+113
+0.9% +$14.6K 0.11% 201
2024
Q1 		$1.7M Sell
12,901
-323
-2% -$39.8K 0.12% 193
2023
Q4 		$1.44M Sell
13,224
-132
-1% -$13.7K 0.11% 187
2023
Q3 		$1.38M Sell
13,356
-549
-4% -$59.2K 0.12% 181
2023
Q2 		$1.6M Buy
13,905
+937
+7% +$106K 0.13% 161
2023
Q1 		$1.38M Sell
12,968
-892
-6% -$96.3K 0.12% 170
2022
Q4 		$1.54M Buy
13,860
+631
+5% +$64.5K 0.15% 144
2022
Q3 		$1.14M Sell
13,229
-116
-0.9% -$10.4K 0.12% 165
2022
Q2 		$1.22M Buy
13,345
+786
+6% +$69.7K 0.13% 164
2022
Q1 		$1.03M Sell
12,559
-965
-7% -$76.1K 0.09% 211
2021
Q4 		$1.04M Buy
13,524
+579
+4% +$46.1K 0.09% 236
2021
Q3 		$972K Buy
12,945
+148
+1% +$11.3K 0.09% 239
2021
Q2 		$995K Buy
+12,797
New +$952K 0.1% 222
2021
Q1 		– Sell
-12,401
Closed -$968K – 280
2020
Q4 		$968K Buy
+12,401
New +$948K 0.11% 181
2020
Q3 		– Sell
-9,165
Closed -$676K – 169
2020
Q2 		$676K Buy
+9,165
New +$690K 0.12% 156
2020
Q1 		– Sell
-8,752
Closed -$759K – 202
2019
Q4 		$759K Buy
8,752
+568
+7% +$46.7K 0.14% 158
2019
Q3 		$657K Buy
8,184
+85
+1% +$6.81K 0.13% 164
2019
Q2 		$648K Sell
8,099
-943
-10% -$72.2K 0.13% 162
2019
Q1 		$718K Sell
9,042
-2,002
-18% -$150K 0.15% 150
2018
Q4 		$805K Buy
11,044
+2,468
+29% +$174K 0.18% 140
2018
Q3 		$580K Buy
8,576
+4,603
+116% +$293K 0.12% 173
2018
Q2 		$230K Sell
3,973
-4,390
-52% -$248K 0.07% 235
2018
Q1 		$435K Buy
8,363
+552
+7% +$29.8K 0.1% 191
2017
Q4 		$419K Buy
7,811
+1,573
+25% +$87.2K 0.09% 193
2017
Q3 		$381K Buy
6,238
+654
+12% +$39.6K 0.09% 197
2017
Q2 		$341K Buy
5,584
+205
+4% +$12.5K 0.08% 201
2017
Q1 		$326K Buy
5,379
+1,420
+36% +$86.2K 0.09% 203
2016
Q4 		$222K Sell
3,959
-1,507
-28% -$88.2K 0.06% 228
2016
Q3 		$326K Sell
5,466
-336
-6% -$19.6K 0.09% 195
2016
Q2 		$319K Buy
5,802
+235
+4% +$12.5K 0.09% 194
2016
Q1 		$281K Sell
5,567
-266
-5% -$13K 0.08% 208
2015
Q4 		$293K Buy
5,833
+1,922
+49% +$96.9K 0.08% 204
2015
Q3 		$184K Buy
3,911
+553
+16% +$29.4K 0.05% 245
2015
Q2 		$182K Sell
3,358
-355
-10% -$19.9K 0.05% 259
2015
Q1 		$204K Buy
3,713
+1,364
+58% +$77.2K 0.05% 253
2014
Q4 		$127K Buy
2,349
+210
+10% +$11.7K 0.03% 275
2014
Q3 		$121K Sell
2,139
-288
-12% -$16.2K 0.04% 280
2014
Q2 		$134K Sell
2,427
-210
-8% -$11.5K 0.05% 244
2014
Q1 		$143K Buy
2,637
+1,231
+88% +$63.7K 0.06% 224
2013
Q4 		$67K Sell
1,406
-2,285
-62% -$104K 0.04% 255
2013
Q3 		$168K Buy
3,691
+420
+13% +$19.2K 0.1% 179
2013
Q2 		$146K Buy
+3,271
New +$146K 0.08% 187

Other funds holding MRK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Regal Investment Advisors's MRK Position: Q1 2026 in Review

Regal Investment Advisors increased its Merck (MRK) stake by 1.7% in Q1 2026, buying an estimated $51.1K and bringing the position to 26,860 shares worth $3.23M. The position accounts for 0.19% of the portfolio, ranked #138.

Regal Investment Advisors first reported a position in MRK in Q2 2013 and has held it in 49 quarters since. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Regal Investment Advisors held 26,860 shares of Merck worth $3.23M as of Q1 2026.
  • Regal Investment Advisors bought 443 Merck shares in Q1 2026, an estimated $51.1K.
  • Merck made up 0.19% of Regal Investment Advisors's portfolio in Q1 2026, its #138 holding.
  • Regal Investment Advisors first reported a position in Merck in Q2 2013 and has held it in 49 quarters since.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.