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Inman Jager Wealth Management’s Merck MRK Stock Holding History

Inman Jager Wealth Management’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 		$2.61M Buy
20,279
+962
+5% +$113K 1.39% 24
2026
Q1 		$2.32M Buy
19,317
+463
+2% +$53.5K 1.36% 25
2025
Q4 		$1.98M Buy
18,854
+1,184
+7% +$111K 1.22% 25
2025
Q3 		$1.48M Buy
17,670
+398
+2% +$32.8K 0.95% 36
2025
Q2 		$1.37M Buy
17,272
+1,811
+12% +$144K 0.92% 36
2025
Q1 		$1.39M Buy
15,461
+1,695
+12% +$158K 1.04% 32
2024
Q4 		$1.37M Buy
+13,766
New +$1.42M 1.07% 27

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

Inman Jager Wealth Management's MRK Position: Q2 2026 in Review

Inman Jager Wealth Management increased its Merck (MRK) stake by 5% in Q2 2026, buying an estimated $113K and bringing the position to 20,279 shares worth $2.61M. The position accounts for 1.39% of the portfolio, ranked #24.

Inman Jager Wealth Management first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. 3,844 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Inman Jager Wealth Management held 20,279 shares of Merck worth $2.61M as of Q2 2026.
  • Inman Jager Wealth Management bought 962 Merck shares in Q2 2026, an estimated $113K.
  • Merck made up 1.39% of Inman Jager Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Inman Jager Wealth Management first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
  • 3,844 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Inman Jager Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.