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Jefferies Financial Group’s Merck MRK Stock Holding History

Jefferies 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
2026
Q1 		$43.5M Sell
361,688
-139,240
-28% -$16.1M 0.3% 53
2025
Q4 		$52.7M Buy
500,928
+277,608
+124% +$26.1M 0.27% 65
2025
Q3 		$18.7M Buy
223,320
+90,832
+69% +$7.48M 0.09% 156
2025
Q2 		$10.5M Sell
132,488
-2,431
-2% -$193K 0.09% 162
2025
Q1 		$12.1M Sell
134,919
-172,362
-56% -$16.1M 0.11% 131
2024
Q4 		$30.6M Buy
307,281
+161,426
+111% +$16.6M 0.18% 89
2024
Q3 		$16.6M Buy
145,855
+36,835
+34% +$4.38M 0.12% 110
2024
Q2 		$13.5M Sell
109,020
-118,379
-52% -$15.2M 0.14% 108
2024
Q1 		$30M Buy
227,399
+54,501
+32% +$6.72M 0.28% 56
2023
Q4 		$18.8M Buy
172,898
+58,930
+52% +$6.12M 0.12% 113
2023
Q3 		$11.7M Buy
113,968
+106,270
+1,380% +$11.5M 0.11% 147
2023
Q2 		$888K Buy
7,698
+3,550
+86% +$403K 0.01% 962
2023
Q1 		$441K Sell
4,148
-29,755
-88% -$3.21M ﹤0.01% 1128
2022
Q4 		$3.76M Buy
+33,903
New +$3.47M 0.03% 468

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

Jefferies Financial Group's MRK Position: Q1 2026 in Review

Jefferies Financial Group reduced its Merck (MRK) stake by 28% in Q1 2026, selling an estimated $16.1M and leaving 361,688 shares worth $43.5M. The position accounts for 0.3% of the portfolio, ranked #53.

Jefferies Financial Group first reported a position in MRK in Q4 2022 and has held it in 14 quarters since. The position peaked at $52.7M in Q4 2025. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Jefferies Financial Group held 361,688 shares of Merck worth $43.5M as of Q1 2026.
  • Jefferies Financial Group sold 139,240 Merck shares in Q1 2026, an estimated $16.1M.
  • Merck made up 0.3% of Jefferies Financial Group's portfolio in Q1 2026, its #53 holding.
  • Jefferies Financial Group first reported a position in Merck in Q4 2022 and has held it in 14 quarters since.
  • Jefferies Financial Group's Merck position peaked at $52.7M in Q4 2025.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.