JGP Wealth Management’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.59M | Buy |
12,367
+3
| +0% | +$351 | 0.14% | 86 |
|
|
2026
Q1 | $1.49M | Sell |
12,364
-676
| -5% | -$78K | 0.15% | 79 |
|
|
2025
Q4 | $1.37M | Buy |
13,040
+188
| +1% | +$17.6K | 0.14% | 89 |
|
|
2025
Q3 | $1.15M | Buy |
12,852
+1,130
| +10% | +$93.1K | 0.13% | 95 |
|
|
2025
Q2 | $928K | Buy |
11,722
+243
| +2% | +$19.3K | 0.11% | 101 |
|
|
2025
Q1 | $1.03M | Buy |
11,479
+6,830
| +147% | +$638K | 0.14% | 92 |
|
|
2024
Q4 | $462K | Sell |
4,649
-28
| -0.6% | -$2.89K | 0.06% | 133 |
|
|
2024
Q3 | $531K | Buy |
4,677
+179
| +4% | +$21.3K | 0.07% | 125 |
|
|
2024
Q2 | $557K | Sell |
4,498
-14
| -0.3% | -$1.8K | 0.08% | 119 |
|
|
2024
Q1 | $595K | Sell |
4,512
-27
| -0.6% | -$3.33K | 0.09% | 113 |
|
|
2023
Q4 | $495K | Sell |
4,539
-396
| -8% | -$41.1K | 0.07% | 116 |
|
|
2023
Q3 | $508K | Sell |
4,935
-12
| -0.2% | -$1.29K | 0.09% | 110 |
|
|
2023
Q2 | $571K | Sell |
4,947
-949
| -16% | -$108K | 0.09% | 107 |
|
|
2023
Q1 | $627K | Sell |
5,896
-6,123
| -51% | -$661K | 0.11% | 104 |
|
|
2022
Q4 | $1.33M | Sell |
12,019
-62
| -0.5% | -$6.34K | 0.25% | 71 |
|
|
2022
Q3 | $1.06M | Buy |
12,081
+64
| +0.5% | +$5.71K | 0.22% | 72 |
|
|
2022
Q2 | $1.12M | Buy |
12,017
+182
| +2% | +$16.1K | 0.23% | 71 |
|
|
2022
Q1 | $1.04M | Buy |
11,835
+7,299
| +161% | +$575K | 0.19% | 75 |
|
|
2021
Q4 | $358K | Buy |
4,536
+47
| +1% | +$3.74K | 0.07% | 122 |
|
|
2021
Q3 | $337K | Buy |
4,489
+5
| +0.1% | +$380 | 0.07% | 117 |
|
|
2021
Q2 | $349K | Sell |
4,484
-210
| -4% | -$15.6K | 0.08% | 122 |
|
|
2021
Q1 | $345K | Sell |
4,694
-48
| -1% | -$3.54K | 0.08% | 118 |
|
|
2020
Q4 | $344K | Buy |
4,742
+449
| +10% | +$34.3K | 0.08% | 116 |
|
|
2020
Q3 | $328K | Sell |
4,293
-73
| -2% | -$5.72K | 0.09% | 103 |
|
|
2020
Q2 | $325K | Buy |
4,366
+702
| +19% | +$52.8K | 0.1% | 98 |
|
|
2020
Q1 | $285K | Sell |
3,664
-285
| -7% | -$22.4K | 0.1% | 105 |
|
|
2019
Q4 | $345K | Hold |
3,949
| – | – | 0.1% | 101 |
|
|
2019
Q3 | $308K | Sell |
3,949
-2,778
| -41% | -$223K | 0.11% | 102 |
|
|
2019
Q2 | $538K | Hold |
6,727
| – | – | 0.19% | 87 |
|
|
2019
Q1 | $534K | Sell |
6,727
-262
| -4% | -$19.6K | 0.2% | 85 |
|
|
2018
Q4 | $510K | Hold |
6,989
| – | – | 0.21% | 85 |
|
|
2018
Q3 | $474K | Buy |
6,989
+2,854
| +69% | +$182K | 0.19% | 87 |
|
|
2018
Q2 | $240K | Buy |
+4,135
| New | +$233K | 0.1% | 107 |
|
Other funds holding MRK
ATO
QP
AAMU
JGP Wealth Management's MRK Position: Q2 2026 in Review
JGP Wealth Management increased its Merck (MRK) stake by 0.02% in Q2 2026, buying an estimated $351 and bringing the position to 12,367 shares worth $1.59M. The position accounts for 0.14% of the portfolio, ranked #86.
JGP Wealth Management first reported a position in MRK in Q2 2018 and has held it in 33 quarters since. 1,410 funds tracked by Wall St. Rank hold MRK as of Q2 2026.
- JGP Wealth Management held 12,367 shares of Merck worth $1.59M as of Q2 2026.
- JGP Wealth Management bought 3 Merck shares in Q2 2026, an estimated $351.
- Merck made up 0.14% of JGP Wealth Management's portfolio in Q2 2026, its #86 holding.
- JGP Wealth Management first reported a position in Merck in Q2 2018 and has held it in 33 quarters since.
- 1,410 funds tracked by Wall St. Rank held Merck as of Q2 2026.
Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.