JC
MRK icon

JB Capital’s Merck MRK Stock Holding History

JB Capital’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 		$19.5M Buy
162,408
+25,139
+18% +$2.9M 0.79% 25
2025
Q4 		$14.4M Buy
137,269
+9,354
+7% +$878K 0.59% 30
2025
Q3 		$10.7M Buy
127,915
+13,151
+11% +$1.08M 0.46% 39
2025
Q2 		$9.08M Buy
114,764
+8,414
+8% +$669K 0.44% 38
2025
Q1 		$9.55M Buy
106,350
+5,455
+5% +$509K 0.53% 35
2024
Q4 		$10M Buy
100,895
+5,555
+6% +$573K 0.56% 29
2024
Q3 		$10.8M Buy
95,340
+3,235
+4% +$384K 0.62% 27
2024
Q2 		$11.4M Buy
92,105
+2,248
+3% +$290K 0.71% 25
2024
Q1 		$11.9M Buy
89,857
+804
+0.9% +$99.1K 0.79% 22
2023
Q4 		$9.71M Buy
89,053
+12,716
+17% +$1.32M 0.72% 28
2023
Q3 		$7.86M Buy
76,337
+10,484
+16% +$1.13M 0.66% 27
2023
Q2 		$7.6M Buy
65,853
+1,568
+2% +$178K 0.64% 22
2023
Q1 		$6.84M Buy
64,285
+386
+0.6% +$41.7K 0.62% 24
2022
Q4 		$7.09M Buy
63,899
+1,704
+3% +$174K 0.69% 24
2022
Q3 		$5.36M Buy
62,195
+46,445
+295% +$4.15M 0.59% 26
2022
Q2 		$1.44M Buy
15,750
+1,095
+7% +$97.1K 0.15% 76
2022
Q1 		$1.2M Buy
14,655
+1,199
+9% +$94.5K 0.12% 85
2021
Q4 		$1.03M Buy
13,456
+9,781
+266% +$779K 0.1% 103
2021
Q3 		$276K Buy
+3,675
New +$279K 0.04% 250

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

JB Capital's MRK Position: Q1 2026 in Review

JB Capital increased its Merck (MRK) stake by 18% in Q1 2026, buying an estimated $2.9M and bringing the position to 162,408 shares worth $19.5M. The position accounts for 0.79% of the portfolio, ranked #25.

JB Capital first reported a position in MRK in Q3 2021 and has held it in 19 quarters since. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • JB Capital held 162,408 shares of Merck worth $19.5M as of Q1 2026.
  • JB Capital bought 25,139 Merck shares in Q1 2026, an estimated $2.9M.
  • Merck made up 0.79% of JB Capital's portfolio in Q1 2026, its #25 holding.
  • JB Capital first reported a position in Merck in Q3 2021 and has held it in 19 quarters since.
  • 3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on JB Capital's 13F filing for Q1 2026, filed 27 Apr 2026.