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JBR Co Financial Management’s Merck MRK Stock Holding History

JBR Co Financial 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 		$247K Hold
1,925
– – 0.09% 123
2026
Q1 		$203K Hold
1,925
– – 0.08% 120
2025
Q4 		$203K Buy
+1,925
New +$181K 0.08% 120
2024
Q4 		– Sell
-1,925
Closed -$219K – 101
2024
Q3 		$219K Hold
1,925
– – 0.14% 101
2024
Q2 		$238K Hold
1,925
– – 0.17% 90
2024
Q1 		$254K Hold
1,925
– – 0.2% 81
2023
Q4 		$210K Buy
+1,925
New +$200K 0.2% 84

Other funds holding MRK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

JBR Co Financial Management's MRK Position: Q2 2026 in Review

JBR Co Financial Management held its Merck (MRK) position steady in Q2 2026 at 1,925 shares worth $247K. The position accounts for 0.09% of the portfolio, ranked #123.

JBR Co Financial Management first reported a position in MRK in Q4 2023 and has held it in 7 quarters since. The position peaked at $254K in Q1 2024. 1,752 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • JBR Co Financial Management held 1,925 shares of Merck worth $247K as of Q2 2026.
  • JBR Co Financial Management left its Merck share count unchanged in Q2 2026.
  • Merck made up 0.09% of JBR Co Financial Management's portfolio in Q2 2026, its #123 holding.
  • JBR Co Financial Management first reported a position in Merck in Q4 2023 and has held it in 7 quarters since.
  • JBR Co Financial Management's Merck position peaked at $254K in Q1 2024.
  • 1,752 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.