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James J. Burns & Company’s Merck MRK Stock Holding History

James J. Burns & Company’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 		– Sell
-5,158
Closed -$543K – 161
2025
Q4 		$543K Sell
5,158
-345
-6% -$32.4K 0.07% 91
2025
Q3 		$462K Sell
5,503
-143
-3% -$11.8K 0.07% 96
2025
Q2 		$447K Sell
5,646
-304
-5% -$24.2K 0.07% 94
2025
Q1 		$534K Sell
5,950
-351
-6% -$32.8K 0.1% 84
2024
Q4 		$627K Buy
+6,301
New +$650K 0.11% 78

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

James J. Burns & Company's MRK Position: Q1 2026 in Review

James J. Burns & Company sold out of Merck (MRK) in Q1 2026, closing a stake of 5,158 shares — an estimated $543K sold.

James J. Burns & Company first reported a position in MRK in Q4 2024 and held it in 5 quarters. The position peaked at $627K in Q4 2024. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • James J. Burns & Company reported no remaining Merck position as of Q1 2026 after selling out during the quarter.
  • James J. Burns & Company sold 5,158 Merck shares in Q1 2026, an estimated $543K.
  • James J. Burns & Company first reported a position in Merck in Q4 2024 and held it in 5 quarters.
  • James J. Burns & Company's Merck position peaked at $627K in Q4 2024.
  • 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on James J. Burns & Company's 13F filing for Q1 2026, filed 17 Apr 2026.