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
Q2 		$2.57M Sell
20,022
-166
-0.8% -$19.4K 0.76% 35
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jeppson Wealth Management's MRK Position: Q2 2026 in Review

Jeppson Wealth Management reduced its Merck (MRK) stake by 0.82% in Q2 2026, selling an estimated $19.4K and leaving 20,022 shares worth $2.57M. The position accounts for 0.76% of the portfolio, ranked #35.

Jeppson Wealth Management first reported a position in MRK in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.15M in Q1 2024. 3,833 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Jeppson Wealth Management held 20,022 shares of Merck worth $2.57M as of Q2 2026.
  • Jeppson Wealth Management sold 166 Merck shares in Q2 2026, an estimated $19.4K.
  • Merck made up 0.76% of Jeppson Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Jeppson Wealth Management first reported a position in Merck in Q3 2020 and has held it in 24 quarters since.
  • Jeppson Wealth Management's Merck position peaked at $3.15M in Q1 2024.
  • 3,833 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.