Jamison Private Wealth Management’s Merck MRK Stock Holding History

Jamison Private 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	$4.92M	Buy	38,278 +2,805	+8%	+$328K	0.5%	57
2026 Q1	$4.27M	Buy	35,473 +928	+3%	+$107K	0.52%	59
2025 Q4	$3.64M	Buy	34,545 +662	+2%	+$62.1K	0.44%	61
2025 Q3	$2.84M	Buy	33,883 +4,832	+17%	+$398K	0.36%	66
2025 Q2	$2.3M	Buy	29,051 +639	+2%	+$50.8K	0.33%	71
2025 Q1	$2.55M	Buy	28,412 +492	+2%	+$45.9K	0.39%	63
2024 Q4	$2.78M	Buy	27,920 +2,387	+9%	+$246K	0.41%	58
2024 Q3	$2.9M	Buy	25,533 +2,102	+9%	+$250K	0.44%	56
2024 Q2	$2.9M	Buy	23,431 +1,500	+7%	+$193K	0.48%	54
2024 Q1	$2.89M	Buy	21,931 +624	+3%	+$76.9K	0.49%	53
2023 Q4	$2.32M	Buy	21,307 +612	+3%	+$63.5K	0.44%	59
2023 Q3	$2.13M	Buy	+20,695	New	+$2.23M	0.44%	61

Other funds holding MRK

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Jamison Private Wealth Management's MRK Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Merck (MRK) stake by 7.9% in Q2 2026, buying an estimated $328K and bringing the position to 38,278 shares worth $4.92M. The position accounts for 0.5% of the portfolio, ranked #57.

Jamison Private Wealth Management first reported a position in MRK in Q3 2023 and has held it in 12 quarters since. 1,660 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Jamison Private Wealth Management held 38,278 shares of Merck worth $4.92M as of Q2 2026.
Jamison Private Wealth Management bought 2,805 Merck shares in Q2 2026, an estimated $328K.
Merck made up 0.5% of Jamison Private Wealth Management's portfolio in Q2 2026, its #57 holding.
Jamison Private Wealth Management first reported a position in Merck in Q3 2023 and has held it in 12 quarters since.
1,660 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.