TWA
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Talisman Wealth Advisors’s Merck MRK Stock Holding History

Talisman Wealth Advisors’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 		$351K Buy
2,735
+530
+24% +$62K 0.26% 78
2026
Q1 		$265K Sell
2,205
-641
-23% -$74K 0.21% 80
2025
Q4 		$300K Sell
2,846
-37
-1% -$3.47K 0.23% 77
2025
Q3 		$242K Buy
2,883
+198
+7% +$16.3K 0.2% 101
2025
Q2 		$213K Sell
2,685
-444
-14% -$35.3K 0.19% 105
2025
Q1 		$281K Buy
3,129
+58
+2% +$5.42K 0.29% 79
2024
Q4 		$305K Sell
3,071
-166
-5% -$17.1K 0.32% 73
2024
Q3 		$368K Sell
3,237
-204
-6% -$24.2K 0.39% 67
2024
Q2 		$426K Buy
3,441
+145
+4% +$18.7K 0.49% 53
2024
Q1 		$435K Sell
3,296
-57
-2% -$7.03K 0.55% 51
2023
Q4 		$366K Sell
3,353
-28
-0.8% -$2.91K 0.54% 55
2023
Q3 		$348K Sell
3,381
-353
-9% -$38K 0.6% 52
2023
Q2 		$431K Buy
3,734
+197
+6% +$22.4K 0.74% 42
2023
Q1 		$376K Buy
3,537
+879
+33% +$94.9K 0.68% 47
2022
Q4 		$295K Buy
+2,658
New +$272K 0.63% 52

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

Talisman Wealth Advisors's MRK Position: Q2 2026 in Review

Talisman Wealth Advisors increased its Merck (MRK) stake by 24% in Q2 2026, buying an estimated $62K and bringing the position to 2,735 shares worth $351K. The position accounts for 0.26% of the portfolio, ranked #78.

Talisman Wealth Advisors first reported a position in MRK in Q4 2022 and has held it in 15 quarters since. The position peaked at $435K in Q1 2024. 3,842 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Talisman Wealth Advisors held 2,735 shares of Merck worth $351K as of Q2 2026.
  • Talisman Wealth Advisors bought 530 Merck shares in Q2 2026, an estimated $62K.
  • Merck made up 0.26% of Talisman Wealth Advisors's portfolio in Q2 2026, its #78 holding.
  • Talisman Wealth Advisors first reported a position in Merck in Q4 2022 and has held it in 15 quarters since.
  • Talisman Wealth Advisors's Merck position peaked at $435K in Q1 2024.
  • 3,842 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Talisman Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.