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
Q2 		$91.8K Sell
714
-1,816
-72% -$213K 0.06% 93
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 $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 $3.38T AUM 44.17% 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

Swisher Financial Concepts's MRK Position: Q2 2026 in Review

Swisher Financial Concepts reduced its Merck (MRK) stake by 72% in Q2 2026, selling an estimated $213K and leaving 714 shares worth $91.8K. The position accounts for 0.06% of the portfolio, ranked #93.

Swisher Financial Concepts first reported a position in MRK in Q4 2023 and has held it in 8 quarters since. The position peaked at $329K in Q2 2024. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Swisher Financial Concepts held 714 shares of Merck worth $91.8K as of Q2 2026.
  • Swisher Financial Concepts sold 1,816 Merck shares in Q2 2026, an estimated $213K.
  • Merck made up 0.06% of Swisher Financial Concepts's portfolio in Q2 2026, its #93 holding.
  • Swisher Financial Concepts first reported a position in Merck in Q4 2023 and has held it in 8 quarters since.
  • Swisher Financial Concepts's Merck position peaked at $329K in Q2 2024.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.