Tilson Financial Group
MRK icon

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
Q3 		$439K Buy
3,021
+1
+0% +$138 0.12% 69
2026
Q2 		$388K Buy
3,020
+89
+3% +$10.4K 0.11% 66
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Tilson Financial Group's MRK Position: Q3 2026 in Review

Tilson Financial Group increased its Merck (MRK) stake by 0.03% in Q3 2026, buying an estimated $138 and bringing the position to 3,021 shares worth $439K. The position accounts for 0.12% of the portfolio, ranked #69.

Tilson Financial Group first reported a position in MRK in Q4 2022 and has held it in 16 quarters since. The position peaked at $596K in Q2 2024. 3,520 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Tilson Financial Group held 3,021 shares of Merck worth $439K as of Q3 2026.
  • Tilson Financial Group bought 1 Merck share in Q3 2026, an estimated $138.
  • Merck made up 0.12% of Tilson Financial Group's portfolio in Q3 2026, its #69 holding.
  • Tilson Financial Group first reported a position in Merck in Q4 2022 and has held it in 16 quarters since.
  • Tilson Financial Group's Merck position peaked at $596K in Q2 2024.
  • 3,520 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Tilson Financial Group's 13F filing for Q3 2026, filed 9 Nov 2026.