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 Q3	$5.84M	Buy	40,203 +1,925	+5%	+$266K	0.59%	53
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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Jamison Private Wealth Management's MRK Position: Q3 2026 in Review

Jamison Private Wealth Management increased its Merck (MRK) stake by 5% in Q3 2026, buying an estimated $266K and bringing the position to 40,203 shares worth $5.84M. The position accounts for 0.59% of the portfolio, ranked #53.

Jamison Private Wealth Management first reported a position in MRK in Q3 2023 and has held it in 13 quarters since. 3,152 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

Jamison Private Wealth Management held 40,203 shares of Merck worth $5.84M as of Q3 2026.
Jamison Private Wealth Management bought 1,925 Merck shares in Q3 2026, an estimated $266K.
Merck made up 0.59% of Jamison Private Wealth Management's portfolio in Q3 2026, its #53 holding.
Jamison Private Wealth Management first reported a position in Merck in Q3 2023 and has held it in 13 quarters since.
3,152 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Jamison Private Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.