J.E. Simmons & Co’s Merck MRK Stock Holding History

J.E. Simmons & Co’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	$322K	Sell	2,503 -21	-0.8%	-$2.46K	0.18%	55
2026 Q1	$304K	Hold	2,524	–	–	0.2%	52
2025 Q4	$266K	Buy	+2,524	New	+$237K	0.17%	58

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

J.E. Simmons & Co's MRK Position: Q2 2026 in Review

J.E. Simmons & Co reduced its Merck (MRK) stake by 0.83% in Q2 2026, selling an estimated $2.46K and leaving 2,503 shares worth $322K. The position accounts for 0.18% of the portfolio, ranked #55.

J.E. Simmons & Co first reported a position in MRK in Q4 2025 and has held it in 3 quarters since. 3,829 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

J.E. Simmons & Co held 2,503 shares of Merck worth $322K as of Q2 2026.
J.E. Simmons & Co sold 21 Merck shares in Q2 2026, an estimated $2.46K.
Merck made up 0.18% of J.E. Simmons & Co's portfolio in Q2 2026, its #55 holding.
J.E. Simmons & Co first reported a position in Merck in Q4 2025 and has held it in 3 quarters since.
3,829 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on J.E. Simmons & Co's 13F filing for Q2 2026, filed 15 Jul 2026.