JFG
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JDM Financial Group’s Merck MRK Stock Holding History

JDM Financial Group’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
2025
Q4 		– Sell
-400
Closed -$33.6K – 279
2025
Q3 		$33.6K Hold
400
– – 0.01% 111
2025
Q2 		$31.7K Hold
400
– – 0.01% 112
2025
Q1 		$35.9K Hold
400
– – 0.02% 102
2024
Q4 		$39.8K Sell
400
-17
-4% -$1.75K 0.02% 94
2024
Q3 		$47.4K Buy
417
+17
+4% +$2.02K 0.03% 91
2024
Q2 		$49.5K Hold
400
– – 0.03% 78
2024
Q1 		$52.8K Hold
400
– – 0.04% 69
2023
Q4 		$43.6K Hold
400
– – 0.04% 72
2023
Q3 		$41.2K Hold
400
– – 0.04% 73
2023
Q2 		$46.2K Hold
400
– – 0.04% 69
2023
Q1 		$42.6K Sell
400
-69
-15% -$7.45K 0.04% 75
2022
Q4 		$52K Buy
+469
New +$47.9K 0.05% 65

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JDM Financial Group's MRK Position: Q4 2025 in Review

JDM Financial Group sold out of Merck (MRK) in Q4 2025, closing a stake of 400 shares — an estimated $33.6K sold.

JDM Financial Group first reported a position in MRK in Q4 2022 and held it in 12 quarters. The position peaked at $52.8K in Q1 2024. 3,660 funds tracked by Wall St. Rank hold MRK as of Q4 2025.

  • JDM Financial Group reported no remaining Merck position as of Q4 2025 after selling out during the quarter.
  • JDM Financial Group sold 400 Merck shares in Q4 2025, an estimated $33.6K.
  • JDM Financial Group first reported a position in Merck in Q4 2022 and held it in 12 quarters.
  • JDM Financial Group's Merck position peaked at $52.8K in Q1 2024.
  • 3,660 funds tracked by Wall St. Rank held Merck as of Q4 2025.

Based on JDM Financial Group's 13F filing for Q4 2025, filed 2 Feb 2026.