Tilson Financial Group’s Merck MRK Stock Holding History

Tilson Financial Group’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	$353K	Hold	2,931	–	–	0.11%	65
2025 Q4	$309K	Buy	2,931 +14	+0.5%	+$1.31K	0.09%	70
2025 Q3	$245K	Sell	2,917 -1	-0%	-$82	0.08%	73
2025 Q2	$231K	Sell	2,918 -2,047	-41%	-$163K	0.09%	69
2025 Q1	$446K	Buy	4,965 +132	+3%	+$12.3K	0.18%	56
2024 Q4	$481K	Buy	4,833 +16	+0.3%	+$1.65K	0.2%	54
2024 Q3	$547K	Hold	4,817	–	–	0.24%	49
2024 Q2	$596K	Buy	4,817 +633	+15%	+$81.5K	0.6%	21
2024 Q1	$552K	Sell	4,184 -5	-0.1%	-$616	0.3%	46
2023 Q4	$457K	Hold	4,189	–	–	0.29%	46
2023 Q3	$431K	Hold	4,189	–	–	0.34%	46
2023 Q2	$483K	Buy	4,189 +6	+0.1%	+$681	0.82%	20
2023 Q1	$445K	Hold	4,183	–	–	0.36%	42
2022 Q4	$464K	Buy	+4,183	New	+$428K	0.4%	41

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tilson Financial Group's MRK Position: Q1 2026 in Review

Tilson Financial Group held its Merck (MRK) position steady in Q1 2026 at 2,931 shares worth $353K. The position accounts for 0.11% of the portfolio, ranked #65.

Tilson Financial Group first reported a position in MRK in Q4 2022 and has held it in 14 quarters since. The position peaked at $596K in Q2 2024. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Tilson Financial Group held 2,931 shares of Merck worth $353K as of Q1 2026.
Tilson Financial Group left its Merck share count unchanged in Q1 2026.
Merck made up 0.11% of Tilson Financial Group's portfolio in Q1 2026, its #65 holding.
Tilson Financial Group first reported a position in Merck in Q4 2022 and has held it in 14 quarters since.
Tilson Financial Group's Merck position peaked at $596K in Q2 2024.
3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Tilson Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.