SFG Wealth Management’s Merck MRK Stock Holding History

SFG Wealth 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 Q1	–	Sell	-2,407	Closed	-$253K	–	121
2025 Q4	$253K	Buy	+2,407	New	+$226K	0.1%	116
2024 Q1	–	Sell	-1,970	Closed	-$215K	–	101
2023 Q4	$215K	Sell	1,970 -4	-0.2%	-$415	0.14%	89
2023 Q3	$203K	Buy	1,974 +66	+3%	+$7.11K	0.16%	91
2023 Q2	$220K	Buy	+1,908	New	+$217K	0.18%	86
2023 Q1	–	Sell	-2,296	Closed	-$255K	–	85
2022 Q4	$255K	Buy	+2,296	New	+$235K	0.31%	61
2022 Q3	–	Sell	-2,344	Closed	-$214K	–	88
2022 Q2	$214K	Buy	+2,344	New	+$208K	0.25%	73

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SFG Wealth Management's MRK Position: Q1 2026 in Review

SFG Wealth Management sold out of Merck (MRK) in Q1 2026, closing a stake of 2,407 shares — an estimated $253K sold.

SFG Wealth Management first reported a position in MRK in Q2 2022 and held it in 6 quarters. The position peaked at $255K in Q4 2022. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

SFG Wealth Management reported no remaining Merck position as of Q1 2026 after selling out during the quarter.
SFG Wealth Management sold 2,407 Merck shares in Q1 2026, an estimated $253K.
SFG Wealth Management first reported a position in Merck in Q2 2022 and held it in 6 quarters.
SFG Wealth Management's Merck position peaked at $255K in Q4 2022.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on SFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.