JWM
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Jeppson Wealth Management’s Merck MRK Stock Holding History

Jeppson Wealth 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
Q1 		$2.43M Buy
20,188
+52
+0.3% +$6K 0.76% 32
2025
Q4 		$2.12M Sell
20,136
-48
-0.2% -$4.51K 0.67% 39
2025
Q3 		$1.69M Sell
20,184
-752
-4% -$61.9K 0.54% 46
2025
Q2 		$1.66M Sell
20,936
-2,177
-9% -$173K 0.57% 45
2025
Q1 		$2.07M Sell
23,113
-123
-0.5% -$11.5K 0.76% 34
2024
Q4 		$2.31M Sell
23,236
-480
-2% -$49.5K 0.84% 27
2024
Q3 		$2.69M Sell
23,716
-54
-0.2% -$6.42K 0.96% 18
2024
Q2 		$2.94M Sell
23,770
-85
-0.4% -$10.9K 1.12% 17
2024
Q1 		$3.15M Sell
23,855
-177
-0.7% -$21.8K 1.22% 15
2023
Q4 		$2.62M Sell
24,032
-16
-0.1% -$1.66K 1.08% 18
2023
Q3 		$2.48M Sell
24,048
-97
-0.4% -$10.5K 1.13% 19
2023
Q2 		$2.79M Sell
24,145
-279
-1% -$31.7K 1.21% 15
2023
Q1 		$2.6M Sell
24,424
-237
-1% -$25.6K 1.13% 19
2022
Q4 		$2.74M Sell
24,661
-168
-0.7% -$17.2K 1.15% 16
2022
Q3 		$2.14M Sell
24,829
-18
-0.1% -$1.61K 0.97% 20
2022
Q2 		$2.27M Buy
24,847
+1,764
+8% +$156K 0.97% 21
2022
Q1 		$1.89M Buy
23,083
+65
+0.3% +$5.13K 0.88% 26
2021
Q4 		$1.76M Buy
23,018
+2,026
+10% +$161K 0.85% 22
2021
Q3 		$1.58M Buy
20,992
+176
+0.8% +$13.4K 0.82% 24
2021
Q2 		$1.62M Buy
20,816
+1,215
+6% +$90.4K 0.88% 24
2021
Q1 		$1.44M Buy
19,601
+4,816
+33% +$355K 0.86% 24
2020
Q4 		$1.15M Buy
14,785
+1,563
+12% +$120K 0.77% 27
2020
Q3 		$1.05M Buy
+13,222
New +$1.04M 0.82% 25

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

Jeppson Wealth Management's MRK Position: Q1 2026 in Review

Jeppson Wealth Management increased its Merck (MRK) stake by 0.26% in Q1 2026, buying an estimated $6K and bringing the position to 20,188 shares worth $2.43M. The position accounts for 0.76% of the portfolio, ranked #32.

Jeppson Wealth Management first reported a position in MRK in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.15M in Q1 2024. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Jeppson Wealth Management held 20,188 shares of Merck worth $2.43M as of Q1 2026.
  • Jeppson Wealth Management bought 52 Merck shares in Q1 2026, an estimated $6K.
  • Merck made up 0.76% of Jeppson Wealth Management's portfolio in Q1 2026, its #32 holding.
  • Jeppson Wealth Management first reported a position in Merck in Q3 2020 and has held it in 23 quarters since.
  • Jeppson Wealth Management's Merck position peaked at $3.15M in Q1 2024.
  • 3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.