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	–	Sell	-22,500	Closed	-$2.37M	–	2046
2025 Q4	$2.37M	Hold	22,500	–	–	0.01%	740
2025 Q3	$1.89M	Hold	22,500	–	–	0.01%	665
2025 Q2	$1.78M	Hold	22,500	–	–	0.02%	560
2025 Q1	$2.02M	Sell	22,500 -12,000	-35%	-$1.12M	0.02%	579
2024 Q4	$3.43M	Sell	34,500 -32,200	-48%	-$3.32M	0.02%	485
2024 Q3	$7.57M	Buy	+66,700	New	+$7.92M	0.05%	232
2024 Q2	–	Sell	-94,800	Closed	-$12.5M	–	1718
2024 Q1	$12.5M	Sell	94,800 -12,000	-11%	-$1.48M	0.12%	139
2023 Q4	$11.6M	Buy	106,800 +81,800	+327%	+$8.49M	0.08%	196
2023 Q3	$2.57M	Buy	+25,000	New	+$2.69M	0.02%	541

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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.