JTWM
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Jackson Thornton Wealth Management’s Merck MRK Stock Holding History

Jackson Thornton 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 		$1.54M Sell
12,006
-727
-6% -$85.1K 0.12% 49
2026
Q1 		$1.55M Sell
12,733
-107
-0.8% -$12.4K 0.14% 41
2025
Q4 		$1.4M Buy
12,840
+433
+3% +$40.6K 0.13% 43
2025
Q3 		$1.07M Buy
12,407
+8,730
+237% +$719K 0.11% 45
2025
Q2 		$299K Buy
3,677
+688
+23% +$54.7K 0.03% 82
2025
Q1 		$233K Buy
2,989
+596
+25% +$55.6K 0.03% 82
2024
Q4 		$238K Buy
+2,393
New +$247K 0.03% 71

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

Jackson Thornton Wealth Management's MRK Position: Q2 2026 in Review

Jackson Thornton Wealth Management reduced its Merck (MRK) stake by 5.7% in Q2 2026, selling an estimated $85.1K and leaving 12,006 shares worth $1.54M. The position accounts for 0.12% of the portfolio, ranked #49.

Jackson Thornton Wealth Management first reported a position in MRK in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.55M in Q1 2026. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Jackson Thornton Wealth Management held 12,006 shares of Merck worth $1.54M as of Q2 2026.
  • Jackson Thornton Wealth Management sold 727 Merck shares in Q2 2026, an estimated $85.1K.
  • Merck made up 0.12% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Jackson Thornton Wealth Management first reported a position in Merck in Q4 2024 and has held it in 7 quarters since.
  • Jackson Thornton Wealth Management's Merck position peaked at $1.55M in Q1 2026.
  • 3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.