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SYM Financial Corp’s Merck MRK Stock Holding History

SYM Financial Corp’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 		$1.07M Sell
8,324
-12
-0.1% -$1.41K 0.09% 67
2026
Q1 		$1M Buy
8,336
+39
+0.5% +$4.5K 0.1% 60
2025
Q4 		$873K Sell
8,297
-622
-7% -$58.4K 0.09% 63
2025
Q3 		$749K Buy
8,919
+822
+10% +$67.7K 0.08% 71
2025
Q2 		$641K Buy
8,097
+2,630
+48% +$209K 0.07% 98
2025
Q1 		$491K Buy
5,467
+2,601
+91% +$243K 0.06% 108
2024
Q4 		$285K Buy
2,866
+728
+34% +$75.1K 0.04% 165
2024
Q3 		$243K Buy
2,138
+17
+0.8% +$2.02K 0.03% 143
2024
Q2 		$263K Buy
+2,121
New +$273K 0.04% 110
2018
Q4 		– Sell
-3,715
Closed -$251K – 91
2018
Q3 		$251K Buy
+3,715
New +$237K 0.14% 36

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

SYM Financial Corp's MRK Position: Q2 2026 in Review

SYM Financial Corp reduced its Merck (MRK) stake by 0.14% in Q2 2026, selling an estimated $1.41K and leaving 8,324 shares worth $1.07M. The position accounts for 0.09% of the portfolio, ranked #67.

SYM Financial Corp first reported a position in MRK in Q3 2018 and has held it in 10 quarters since. 3,844 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • SYM Financial Corp held 8,324 shares of Merck worth $1.07M as of Q2 2026.
  • SYM Financial Corp sold 12 Merck shares in Q2 2026, an estimated $1.41K.
  • Merck made up 0.09% of SYM Financial Corp's portfolio in Q2 2026, its #67 holding.
  • SYM Financial Corp first reported a position in Merck in Q3 2018 and has held it in 10 quarters since.
  • 3,844 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.