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Wilkerson Advisory Group’s Merck MRK Stock Holding History

Wilkerson Advisory 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
Q2 		$392K Sell
3,053
-592
-16% -$69.3K 0.12% 72
2026
Q1 		$438K Buy
3,645
+2,804
+333% +$324K 0.15% 58
2025
Q4 		$88.5K Buy
+841
New +$78.9K 0.03% 126

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

Wilkerson Advisory Group's MRK Position: Q2 2026 in Review

Wilkerson Advisory Group reduced its Merck (MRK) stake by 16% in Q2 2026, selling an estimated $69.3K and leaving 3,053 shares worth $392K. The position accounts for 0.12% of the portfolio, ranked #72.

Wilkerson Advisory Group first reported a position in MRK in Q4 2025 and has held it in 3 quarters since. The position peaked at $438K in Q1 2026. 3,824 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Wilkerson Advisory Group held 3,053 shares of Merck worth $392K as of Q2 2026.
  • Wilkerson Advisory Group sold 592 Merck shares in Q2 2026, an estimated $69.3K.
  • Merck made up 0.12% of Wilkerson Advisory Group's portfolio in Q2 2026, its #72 holding.
  • Wilkerson Advisory Group first reported a position in Merck in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Merck position peaked at $438K in Q1 2026.
  • 3,824 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.