SFC
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Swisher Financial Concepts’s Merck MRK Stock Holding History

Swisher Financial Concepts’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 		$304K Buy
2,530
+52
+2% +$6K 0.17% 72
2025
Q4 		$261K Buy
+2,478
New +$233K 0.15% 78
2025
Q1 		– Sell
-2,280
Closed -$227K – 88
2024
Q4 		$227K Sell
2,280
-295
-11% -$30.4K 0.27% 58
2024
Q3 		$286K Hold
2,575
– – 0.18% 73
2024
Q2 		$329K Hold
2,575
– – 0.33% 54
2024
Q1 		$324K Hold
2,575
– – 0.28% 54
2023
Q4 		$305K Buy
+2,575
New +$267K 0.29% 56

Other funds holding MRK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Swisher Financial Concepts's MRK Position: Q1 2026 in Review

Swisher Financial Concepts increased its Merck (MRK) stake by 2.1% in Q1 2026, buying an estimated $6K and bringing the position to 2,530 shares worth $304K. The position accounts for 0.17% of the portfolio, ranked #72.

Swisher Financial Concepts first reported a position in MRK in Q4 2023 and has held it in 7 quarters since. The position peaked at $329K in Q2 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Swisher Financial Concepts held 2,530 shares of Merck worth $304K as of Q1 2026.
  • Swisher Financial Concepts bought 52 Merck shares in Q1 2026, an estimated $6K.
  • Merck made up 0.17% of Swisher Financial Concepts's portfolio in Q1 2026, its #72 holding.
  • Swisher Financial Concepts first reported a position in Merck in Q4 2023 and has held it in 7 quarters since.
  • Swisher Financial Concepts's Merck position peaked at $329K in Q2 2024.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Swisher Financial Concepts's 13F filing for Q1 2026, filed 16 Apr 2026.