SFMG Wealth Advisors’s Merck MRK Stock Holding History

SFMG Wealth 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	$287K	Buy	+2,387	New	+$276K	0.02%	253
2025 Q2	–	Sell	-8,502	Closed	-$763K	–	293
2025 Q1	$763K	Buy	8,502 +165	+2%	+$15.4K	0.06%	116
2024 Q4	$829K	Sell	8,337 -311	-4%	-$32.1K	0.07%	111
2024 Q3	$982K	Sell	8,648 -85	-1%	-$10.1K	0.08%	95
2024 Q2	$1.08M	Sell	8,733 -128	-1%	-$16.5K	0.09%	90
2024 Q1	$1.17M	Sell	8,861 -21,191	-71%	-$2.61M	0.1%	88
2023 Q4	$3.28M	Buy	30,052 +45	+0.1%	+$4.67K	0.3%	43
2023 Q3	$3.09M	Buy	30,007 +129	+0.4%	+$13.9K	0.32%	43
2023 Q2	$3.45M	Sell	29,878 -12,399	-29%	-$1.41M	0.35%	39
2023 Q1	$4.5M	Buy	42,277 +994	+2%	+$107K	0.48%	26
2022 Q4	$4.58M	Sell	41,283 -236	-0.6%	-$24.1K	0.51%	28
2022 Q3	$3.75M	Buy	41,519 +768	+2%	+$68.6K	0.44%	30
2022 Q2	$3.71M	Sell	40,751 -525	-1%	-$46.5K	0.43%	32
2022 Q1	$3.39M	Sell	41,276 -960	-2%	-$75.7K	0.33%	45
2021 Q4	$3.24M	Buy	42,236 +3,824	+10%	+$305K	0.31%	44
2021 Q3	$2.88M	Sell	38,412 -1,032	-3%	-$78.5K	0.32%	46
2021 Q2	$3.07M	Buy	39,444 +2,324	+6%	+$173K	0.34%	40
2021 Q1	$2.73M	Sell	37,120 -10,126	-21%	-$747K	0.32%	42
2020 Q4	$3.69M	Buy	47,246 +4,401	+10%	+$337K	0.47%	26
2020 Q3	$3.39M	Buy	42,845 +7,606	+22%	+$596K	0.47%	27
2020 Q2	$2.6M	Buy	35,239 +4,395	+14%	+$331K	0.37%	32
2020 Q1	$2.26M	Buy	30,844 +13,817	+81%	+$1.09M	0.34%	25
2019 Q4	$1.48M	Buy	17,027 +14,321	+529%	+$1.18M	0.18%	53
2019 Q3	$217K	Sell	2,706 -144	-5%	-$11.5K	0.03%	140
2019 Q2	$221K	Sell	2,850 -1,159	-29%	-$88.7K	0.03%	139
2019 Q1	$318K	Sell	4,009 -18	-0.4%	-$1.35K	0.05%	110
2018 Q4	$294K	Hold	4,027	–	–	0.05%	105
2018 Q3	$278K	Sell	4,027 -15,530	-79%	-$989K	0.04%	104
2018 Q2	$1.13M	Buy	19,557 +90	+0.5%	+$5.08K	0.18%	41
2018 Q1	$1.01M	Buy	19,467 +266	+1%	+$14.4K	0.17%	45
2017 Q4	$1.03M	Sell	19,201 -1,047	-5%	-$58K	0.17%	44
2017 Q3	$1.24M	Sell	20,248 -1,802	-8%	-$109K	0.24%	37
2017 Q2	$1.35M	Sell	22,050 -568	-3%	-$34.6K	0.28%	31
2017 Q1	$1.37M	Buy	22,618 +1,060	+5%	+$64.3K	0.28%	32
2016 Q4	$1.21M	Sell	21,558 -516	-2%	-$30.2K	0.26%	36
2016 Q3	$1.31M	Sell	22,074 -457	-2%	-$26.7K	0.29%	40
2016 Q2	$1.24M	Sell	22,531 -127	-0.6%	-$6.76K	0.28%	40
2016 Q1	$1.14M	Sell	22,658 -252	-1%	-$12.3K	0.25%	43
2015 Q4	$1.16M	Buy	22,910 +1,019	+5%	+$51.4K	0.26%	46
2015 Q3	$1.03M	Buy	21,891 +5,563	+34%	+$296K	0.25%	48
2015 Q2	$887K	Buy	16,328 +8,901	+120%	+$499K	0.2%	58
2015 Q1	$407K	Buy	+7,427	New	+$421K	0.03%	116

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

SFMG Wealth Advisors's MRK Position: Q1 2026 in Review

SFMG Wealth Advisors opened a new position in Merck (MRK) in Q1 2026: 2,387 shares worth $287K. The stake represents 0.02% of the portfolio and ranks #253 among its holdings. This is a return to the name: SFMG Wealth Advisors previously reported a position in MRK as recently as Q1 2025.

SFMG Wealth Advisors first reported a position in MRK in Q1 2015 and has held it in 42 quarters since. The position peaked at $4.58M in Q4 2022. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

SFMG Wealth Advisors held 2,387 shares of Merck worth $287K as of Q1 2026.
Merck was a new SFMG Wealth Advisors position in Q1 2026.
Merck made up 0.02% of SFMG Wealth Advisors's portfolio in Q1 2026, its #253 holding.
SFMG Wealth Advisors first reported a position in Merck in Q1 2015 and has held it in 42 quarters since.
SFMG Wealth Advisors's Merck position peaked at $4.58M in Q4 2022.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.