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Retirement Guys Formula’s Merck MRK Stock Holding History

Retirement Guys Formula’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 		$2.54M Buy
19,784
+1,461
+8% +$171K 0.96% 34
2026
Q1 		$2.2M Buy
18,323
+15,145
+477% +$1.75M 1.01% 27
2025
Q4 		$335K Sell
3,178
-7,228
-69% -$678K 0.15% 113
2025
Q3 		$873K Sell
10,406
-12,445
-54% -$1.03M 0.31% 101
2025
Q2 		$1.81M Buy
22,851
+3,323
+17% +$264K 0.69% 48
2025
Q1 		$1.75M Buy
+19,528
New +$1.82M 0.87% 33
2024
Q1 		– Sell
-9,479
Closed -$1.03M – 144
2023
Q4 		$1.03M Buy
9,479
+965
+11% +$100K 0.55% 51
2023
Q3 		$877K Buy
8,514
+2,557
+43% +$276K 0.61% 44
2023
Q2 		$687K Buy
5,957
+146
+3% +$16.6K 0.4% 62
2023
Q1 		$618K Buy
5,811
+274
+5% +$29.6K 0.44% 56
2022
Q4 		$614K Sell
5,537
-229
-4% -$23.4K 0.5% 45
2022
Q3 		$497K Buy
5,766
+7
+0.1% +$625 0.52% 36
2022
Q2 		$525K Sell
5,759
-1,060
-16% -$94K 0.54% 39
2022
Q1 		$559K Buy
6,819
+585
+9% +$46.1K 0.37% 44
2021
Q4 		$478K Buy
+6,234
New +$497K 0.38% 57

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

Retirement Guys Formula's MRK Position: Q2 2026 in Review

Retirement Guys Formula increased its Merck (MRK) stake by 8% in Q2 2026, buying an estimated $171K and bringing the position to 19,784 shares worth $2.54M. The position accounts for 0.96% of the portfolio, ranked #34.

Retirement Guys Formula first reported a position in MRK in Q4 2021 and has held it in 15 quarters since. 3,837 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Retirement Guys Formula held 19,784 shares of Merck worth $2.54M as of Q2 2026.
  • Retirement Guys Formula bought 1,461 Merck shares in Q2 2026, an estimated $171K.
  • Merck made up 0.96% of Retirement Guys Formula's portfolio in Q2 2026, its #34 holding.
  • Retirement Guys Formula first reported a position in Merck in Q4 2021 and has held it in 15 quarters since.
  • 3,837 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Retirement Guys Formula's 13F filing for Q2 2026, filed 30 Jul 2026.