TFC Financial Management’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.98M Buy
38,730
+137
+0.4% +$16K 0.55% 17
2026
Q1
$4.64M Hold
38,593
0.57% 17
2025
Q4
$4.06M Buy
38,593
+1,210
+3% +$114K 0.51% 17
2025
Q3
$3.14M Buy
37,383
+54
+0.1% +$4.45K 0.4% 22
2025
Q2
$2.95M Sell
37,329
-1,695
-4% -$135K 0.4% 22
2025
Q1
$3.5M Sell
39,024
-314
-0.8% -$29.3K 0.54% 19
2024
Q4
$3.91M Sell
39,338
-1,617
-4% -$167K 0.62% 16
2024
Q3
$4.65M Buy
40,955
+590
+1% +$70.1K 0.74% 14
2024
Q2
$5M Sell
40,365
-505
-1% -$65K 0.88% 14
2024
Q1
$5.39M Sell
40,870
-455
-1% -$56.1K 0.96% 14
2023
Q4
$4.51M Sell
41,325
-171
-0.4% -$17.8K 0.91% 14
2023
Q3
$4.27M Buy
41,496
+299
+0.7% +$32.2K 1.02% 15
2023
Q2
$4.75M Buy
41,197
+64
+0.2% +$7.27K 1.17% 10
2023
Q1
$4.38M Buy
41,133
+387
+0.9% +$41.8K 1.13% 12
2022
Q4
$4.52M Sell
40,746
-392
-1% -$40.1K 1.3% 12
2022
Q3
$3.54M Sell
41,138
-200
-0.5% -$17.9K 1.12% 13
2022
Q2
$3.77M Sell
41,338
-211
-0.5% -$18.7K 1.12% 12
2022
Q1
$3.41M Hold
41,549
0.97% 13
2021
Q4
$3.18M Buy
41,549
+897
+2% +$71.4K 0.97% 11
2021
Q3
$3.05M Hold
40,652
1.01% 11
2021
Q2
$3.16M Sell
40,652
-2,169
-5% -$161K 1.08% 11
2021
Q1
$3.15M Hold
42,821
1.24% 9
2020
Q4
$3.34M Hold
42,821
1.41% 8
2020
Q3
$3.39M Buy
+42,821
New +$3.35M 1.68% 7

Other funds holding MRK

TFC Financial Management's MRK Position: Q2 2026 in Review

TFC Financial Management increased its Merck (MRK) stake by 0.35% in Q2 2026, buying an estimated $16K and bringing the position to 38,730 shares worth $4.98M. The position accounts for 0.55% of the portfolio, ranked #17.

TFC Financial Management first reported a position in MRK in Q3 2020 and has held it in 24 quarters since. The position peaked at $5.39M in Q1 2024. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • TFC Financial Management held 38,730 shares of Merck worth $4.98M as of Q2 2026.
  • TFC Financial Management bought 137 Merck shares in Q2 2026, an estimated $16K.
  • Merck made up 0.55% of TFC Financial Management's portfolio in Q2 2026, its #17 holding.
  • TFC Financial Management first reported a position in Merck in Q3 2020 and has held it in 24 quarters since.
  • TFC Financial Management's Merck position peaked at $5.39M in Q1 2024.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.