St. Clair Advisors’s Merck MRK Stock Holding History

St. Clair 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 Q2	$803K	Hold	6,248	–	–	0.21%	56
2026 Q1	$752K	Sell	6,248 -20	-0.3%	-$2.31K	0.2%	56
2025 Q4	$660K	Buy	6,268 +400	+7%	+$37.5K	0.17%	56
2025 Q3	$493K	Buy	5,868 +20	+0.3%	+$1.65K	0.13%	65
2025 Q2	$463K	Hold	5,848	–	–	0.12%	65
2025 Q1	$525K	Hold	5,848	–	–	0.15%	61
2024 Q4	$582K	Buy	5,848 +462	+9%	+$47.6K	0.17%	58
2024 Q3	$612K	Hold	5,386	–	–	0.17%	59
2024 Q2	$667K	Hold	5,386	–	–	0.21%	52
2024 Q1	$711K	Hold	5,386	–	–	0.23%	51
2023 Q4	$587K	Sell	5,386 -200	-4%	-$20.8K	0.2%	58
2023 Q3	$575K	Hold	5,586	–	–	0.23%	56
2023 Q2	$645K	Buy	5,586 +1,386	+33%	+$157K	0.25%	50
2023 Q1	$447K	Buy	+4,200	New	+$453K	0.19%	59

Other funds holding MRK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

St. Clair Advisors's MRK Position: Q2 2026 in Review

St. Clair Advisors held its Merck (MRK) position steady in Q2 2026 at 6,248 shares worth $803K. The position accounts for 0.21% of the portfolio, ranked #56.

St. Clair Advisors first reported a position in MRK in Q1 2023 and has held it in 14 quarters since. 1,038 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

St. Clair Advisors held 6,248 shares of Merck worth $803K as of Q2 2026.
St. Clair Advisors left its Merck share count unchanged in Q2 2026.
Merck made up 0.21% of St. Clair Advisors's portfolio in Q2 2026, its #56 holding.
St. Clair Advisors first reported a position in Merck in Q1 2023 and has held it in 14 quarters since.
1,038 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on St. Clair Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.