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
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 $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

Jacobsen Capital Management's MRK Position: Q1 2026 in Review

Jacobsen Capital Management increased its Merck (MRK) stake by 1% in Q1 2026, buying an estimated $5.43K and bringing the position to 4,758 shares worth $572K. The position accounts for 0.19% of the portfolio, ranked #50.

Jacobsen Capital Management first reported a position in MRK in Q1 2023 and has held it in 13 quarters since. 3,777 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Jacobsen Capital Management held 4,758 shares of Merck worth $572K as of Q1 2026.
  • Jacobsen Capital Management bought 47 Merck shares in Q1 2026, an estimated $5.43K.
  • Merck made up 0.19% of Jacobsen Capital Management's portfolio in Q1 2026, its #50 holding.
  • Jacobsen Capital Management first reported a position in Merck in Q1 2023 and has held it in 13 quarters since.
  • 3,777 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Jacobsen Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.