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
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 $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

Jackson Thornton Wealth Management's MRK Position: Q1 2026 in Review

Jackson Thornton Wealth Management reduced its Merck (MRK) stake by 0.83% in Q1 2026, selling an estimated $12.4K and leaving 12,733 shares worth $1.55M. The position accounts for 0.14% of the portfolio, ranked #41.

Jackson Thornton Wealth Management first reported a position in MRK in Q4 2024 and has held it in 6 quarters since. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Jackson Thornton Wealth Management held 12,733 shares of Merck worth $1.55M as of Q1 2026.
  • Jackson Thornton Wealth Management sold 107 Merck shares in Q1 2026, an estimated $12.4K.
  • Merck made up 0.14% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #41 holding.
  • Jackson Thornton Wealth Management first reported a position in Merck in Q4 2024 and has held it in 6 quarters since.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.