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Stack Financial Management’s Merck MRK Stock Holding History

Stack Financial 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 		$27.4M Buy
212,862
+3,215
+2% +$376K 2.13% 14
2026
Q1 		$25.2M Sell
209,647
-734
-0.3% -$84.7K 1.85% 18
2025
Q4 		$22.1M Sell
210,381
-5,917
-3% -$555K 1.69% 20
2025
Q3 		$18.2M Sell
216,298
-461
-0.2% -$38K 1.51% 27
2025
Q2 		$17.2M Sell
216,759
-4,025
-2% -$320K 1.52% 27
2025
Q1 		$19.8M Sell
220,784
-4,556
-2% -$425K 1.65% 25
2024
Q4 		$22.4M Buy
225,340
+1,064
+0.5% +$110K 2.05% 17
2024
Q3 		$25.5M Buy
224,276
+3,207
+1% +$381K 2.29% 17
2024
Q2 		$27.4M Buy
221,069
+452
+0.2% +$58.2K 2.53% 11
2024
Q1 		$29.1M Sell
220,617
-2,979
-1% -$367K 2.67% 11
2023
Q4 		$24.4M Sell
223,596
-6,646
-3% -$690K 2.75% 11
2023
Q3 		$23.7M Buy
230,242
+1,213
+0.5% +$131K 2.76% 10
2023
Q2 		$26.4M Buy
229,029
+2,452
+1% +$278K 2.96% 8
2023
Q1 		$24.1M Buy
226,577
+1,786
+0.8% +$193K 2.93% 11
2022
Q4 		$24.9M Sell
224,791
-871
-0.4% -$89K 2.51% 11
2022
Q3 		$19.4M Buy
225,662
+3,438
+2% +$307K 2.04% 14
2022
Q2 		$20.3M Sell
222,224
-8
-0% -$709 2.02% 16
2022
Q1 		$18.2M Buy
222,232
+2,060
+0.9% +$162K 1.47% 31
2021
Q4 		$16.9M Buy
220,172
+1,792
+0.8% +$143K 1.46% 31
2021
Q3 		$16.4M Buy
218,380
+1,017
+0.5% +$77.3K 1.56% 29
2021
Q2 		$16.9M Sell
217,363
-4,590
-2% -$341K 1.45% 34
2021
Q1 		$16.3M Buy
221,953
+2,736
+1% +$202K 1.38% 37
2020
Q4 		$17.1M Buy
219,217
+8,277
+4% +$633K 1.51% 32
2020
Q3 		$16.7M Sell
210,940
-131
-0.1% -$10.3K 1.68% 25
2020
Q2 		$15.6M Buy
211,071
+93,591
+80% +$7.05M 1.77% 24
2020
Q1 		$8.63M Buy
+117,480
New +$9.23M 1.35% 31

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

Stack Financial Management's MRK Position: Q2 2026 in Review

Stack Financial Management increased its Merck (MRK) stake by 1.5% in Q2 2026, buying an estimated $376K and bringing the position to 212,862 shares worth $27.4M. The position accounts for 2.13% of the portfolio, ranked #14.

Stack Financial Management first reported a position in MRK in Q1 2020 and has held it in 26 quarters since. The position peaked at $29.1M in Q1 2024. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Stack Financial Management held 212,862 shares of Merck worth $27.4M as of Q2 2026.
  • Stack Financial Management bought 3,215 Merck shares in Q2 2026, an estimated $376K.
  • Merck made up 2.13% of Stack Financial Management's portfolio in Q2 2026, its #14 holding.
  • Stack Financial Management first reported a position in Merck in Q1 2020 and has held it in 26 quarters since.
  • Stack Financial Management's Merck position peaked at $29.1M in Q1 2024.
  • 3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Stack Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.