WMG Financial Advisors’s Merck MRK Stock Holding History

WMG Financial 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	$463K	Sell	3,605 -198	-5%	-$23.2K	0.17%	56
2026 Q1	$457K	Buy	3,803 +94	+3%	+$10.9K	0.19%	52
2025 Q4	$390K	Sell	3,709 -149	-4%	-$14K	0.16%	72
2025 Q3	$324K	Buy	3,858 +93	+2%	+$7.66K	0.11%	133
2025 Q2	$298K	Buy	3,765 +66	+2%	+$5.25K	0.11%	132
2025 Q1	$332K	Sell	3,699 -33	-0.9%	-$3.08K	0.14%	102
2024 Q4	$371K	Sell	3,732 -130	-3%	-$13.4K	0.16%	93
2024 Q3	$439K	Buy	3,862 +94	+2%	+$11.2K	0.2%	75
2024 Q2	$467K	Buy	3,768 +395	+12%	+$50.9K	0.25%	64
2024 Q1	$445K	Buy	+3,373	New	+$416K	0.25%	68

Other funds holding MRK

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

WMG Financial Advisors's MRK Position: Q2 2026 in Review

WMG Financial Advisors reduced its Merck (MRK) stake by 5.2% in Q2 2026, selling an estimated $23.2K and leaving 3,605 shares worth $463K. The position accounts for 0.17% of the portfolio, ranked #56.

WMG Financial Advisors first reported a position in MRK in Q1 2024 and has held it in 10 quarters since. The position peaked at $467K in Q2 2024. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

WMG Financial Advisors held 3,605 shares of Merck worth $463K as of Q2 2026.
WMG Financial Advisors sold 198 Merck shares in Q2 2026, an estimated $23.2K.
Merck made up 0.17% of WMG Financial Advisors's portfolio in Q2 2026, its #56 holding.
WMG Financial Advisors first reported a position in Merck in Q1 2024 and has held it in 10 quarters since.
WMG Financial Advisors's Merck position peaked at $467K in Q2 2024.
1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

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