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Glass Jacobson Investment Advisors’s Merck MRK Stock Holding History

Glass Jacobson Investment 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
Q1 		$126K Sell
1,051
-48
-4% -$5.54K 0.04% 233
2025
Q4 		$116K Buy
1,099
+598
+119% +$56.1K 0.04% 228
2025
Q3 		$42.1K Sell
501
-50
-9% -$4.12K 0.02% 320
2025
Q2 		$43.6K Sell
551
-2,290
-81% -$182K 0.02% 303
2025
Q1 		$283K Hold
2,841
– – 0.09% 198
2024
Q4 		$283K Sell
2,841
-22
-0.8% -$2.27K 0.09% 198
2024
Q3 		$325K Hold
2,863
– – 0.11% 177
2024
Q2 		$354K Buy
2,863
+1
+0% +$129 0.13% 169
2024
Q1 		$378K Sell
2,862
-305
-10% -$37.6K 0.14% 158
2023
Q4 		$345K Sell
3,167
-15
-0.5% -$1.56K 0.14% 158
2023
Q3 		$328K Buy
3,182
+174
+6% +$18.8K 0.15% 153
2023
Q2 		$347K Buy
+3,008
New +$342K 0.16% 153
2022
Q4 		$334K Buy
+3,007
New +$307K 0.17% 158

Other funds holding MRK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Glass Jacobson Investment Advisors's MRK Position: Q1 2026 in Review

Glass Jacobson Investment Advisors reduced its Merck (MRK) stake by 4.4% in Q1 2026, selling an estimated $5.54K and leaving 1,051 shares worth $126K. The position accounts for 0.04% of the portfolio, ranked #233.

Glass Jacobson Investment Advisors first reported a position in MRK in Q4 2022 and has held it in 13 quarters since. The position peaked at $378K in Q1 2024. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Glass Jacobson Investment Advisors held 1,051 shares of Merck worth $126K as of Q1 2026.
  • Glass Jacobson Investment Advisors sold 48 Merck shares in Q1 2026, an estimated $5.54K.
  • Merck made up 0.04% of Glass Jacobson Investment Advisors's portfolio in Q1 2026, its #233 holding.
  • Glass Jacobson Investment Advisors first reported a position in Merck in Q4 2022 and has held it in 13 quarters since.
  • Glass Jacobson Investment Advisors's Merck position peaked at $378K in Q1 2024.
  • 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.