SFC
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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
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 $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

SYM Financial Corp's MRK Position: Q1 2026 in Review

SYM Financial Corp increased its Merck (MRK) stake by 0.47% in Q1 2026, buying an estimated $4.5K and bringing the position to 8,336 shares worth $1M. The position accounts for 0.1% of the portfolio, ranked #60.

SYM Financial Corp first reported a position in MRK in Q3 2018 and has held it in 9 quarters since. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • SYM Financial Corp held 8,336 shares of Merck worth $1M as of Q1 2026.
  • SYM Financial Corp bought 39 Merck shares in Q1 2026, an estimated $4.5K.
  • Merck made up 0.1% of SYM Financial Corp's portfolio in Q1 2026, its #60 holding.
  • SYM Financial Corp first reported a position in Merck in Q3 2018 and has held it in 9 quarters since.
  • 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.