St. Louis Financial Planners Asset Management’s Merck MRK Stock Holding History

St. Louis Financial Planners Asset 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 Q2	$4.99M	Buy	38,510 +3,031	+9%	+$355K	2.66%	7
2026 Q1	$4.27M	Sell	35,479 -6,969	-16%	-$805K	2.42%	9
2025 Q4	$4.47M	Buy	42,448 +7,787	+22%	+$731K	2.75%	9
2025 Q3	$2.91M	Buy	34,661 +289	+0.8%	+$23.8K	1.88%	20
2025 Q2	$2.72M	Buy	+34,372	New	+$2.73M	2.07%	16
2024 Q3	–	Sell	-14,336	Closed	-$1.83M	–	36
2024 Q2	$1.83M	Sell	14,336 -1,332	-9%	-$172K	1.58%	28
2024 Q1	$2.04M	Sell	15,668 -113	-0.7%	-$13.9K	1.83%	13
2023 Q4	$1.72M	Buy	+15,781	New	+$1.64M	1.6%	20
2023 Q3	–	Sell	-14,422	Closed	-$1.66M	–	30
2023 Q2	$1.66M	Sell	14,422 -3,404	-19%	-$386K	1.67%	21
2023 Q1	$1.9M	Buy	17,826 +938	+6%	+$101K	2.16%	10
2022 Q4	$1.87M	Buy	+16,888	New	+$1.73M	1.83%	6

Other funds holding MRK

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

St. Louis Financial Planners Asset Management's MRK Position: Q2 2026 in Review

St. Louis Financial Planners Asset Management increased its Merck (MRK) stake by 8.5% in Q2 2026, buying an estimated $355K and bringing the position to 38,510 shares worth $4.99M. The position accounts for 2.66% of the portfolio, ranked #7.

St. Louis Financial Planners Asset Management first reported a position in MRK in Q4 2022 and has held it in 11 quarters since. 2,387 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

St. Louis Financial Planners Asset Management held 38,510 shares of Merck worth $4.99M as of Q2 2026.
St. Louis Financial Planners Asset Management bought 3,031 Merck shares in Q2 2026, an estimated $355K.
Merck made up 2.66% of St. Louis Financial Planners Asset Management's portfolio in Q2 2026, its #7 holding.
St. Louis Financial Planners Asset Management first reported a position in Merck in Q4 2022 and has held it in 11 quarters since.
2,387 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on St. Louis Financial Planners Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.