JCM
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Jacobsen Capital Management’s Merck MRK Stock Holding History

Jacobsen Capital 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 		$617K Buy
4,798
+40
+0.8% +$4.68K 0.18% 56
2026
Q1 		$572K Buy
4,758
+47
+1% +$5.43K 0.19% 50
2025
Q4 		$496K Sell
4,711
-178
-4% -$16.7K 0.16% 56
2025
Q3 		$410K Buy
4,889
+804
+20% +$66.2K 0.14% 62
2025
Q2 		$323K Buy
4,085
+956
+31% +$76K 0.12% 73
2025
Q1 		$281K Sell
3,129
-465
-13% -$43.4K 0.12% 73
2024
Q4 		$358K Buy
3,594
+233
+7% +$24K 0.15% 53
2024
Q3 		$382K Sell
3,361
-525
-14% -$62.4K 0.16% 51
2024
Q2 		$481K Buy
3,886
+561
+17% +$72.3K 0.21% 44
2024
Q1 		$439K Buy
3,325
+190
+6% +$23.4K 0.2% 44
2023
Q4 		$342K Sell
3,135
-651
-17% -$67.6K 0.17% 53
2023
Q3 		$390K Sell
3,786
-44
-1% -$4.74K 0.21% 49
2023
Q2 		$442K Buy
3,830
+489
+15% +$55.5K 0.23% 46
2023
Q1 		$355K Buy
+3,341
New +$361K 0.19% 51

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 $3.38T AUM 44.17% 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

Jacobsen Capital Management's MRK Position: Q2 2026 in Review

Jacobsen Capital Management increased its Merck (MRK) stake by 0.84% in Q2 2026, buying an estimated $4.68K and bringing the position to 4,798 shares worth $617K. The position accounts for 0.18% of the portfolio, ranked #56.

Jacobsen Capital Management first reported a position in MRK in Q1 2023 and has held it in 14 quarters since. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Jacobsen Capital Management held 4,798 shares of Merck worth $617K as of Q2 2026.
  • Jacobsen Capital Management bought 40 Merck shares in Q2 2026, an estimated $4.68K.
  • Merck made up 0.18% of Jacobsen Capital Management's portfolio in Q2 2026, its #56 holding.
  • Jacobsen Capital Management first reported a position in Merck in Q1 2023 and has held it in 14 quarters since.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Jacobsen Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.