JM2 Capital’s Merck MRK Stock Holding History

JM2 Capital’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	$348K	Buy	2,706 +15	+0.6%	+$1.76K	0.24%	89
2026 Q1	$324K	Sell	2,691 -10	-0.4%	-$1.15K	0.27%	83
2025 Q4	$284K	Buy	+2,701	New	+$254K	0.23%	89

Other funds holding MRK

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

JM2 Capital's MRK Position: Q2 2026 in Review

JM2 Capital increased its Merck (MRK) stake by 0.56% in Q2 2026, buying an estimated $1.76K and bringing the position to 2,706 shares worth $348K. The position accounts for 0.24% of the portfolio, ranked #89.

JM2 Capital first reported a position in MRK in Q4 2025 and has held it in 3 quarters since. 2,371 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

JM2 Capital held 2,706 shares of Merck worth $348K as of Q2 2026.
JM2 Capital bought 15 Merck shares in Q2 2026, an estimated $1.76K.
Merck made up 0.24% of JM2 Capital's portfolio in Q2 2026, its #89 holding.
JM2 Capital first reported a position in Merck in Q4 2025 and has held it in 3 quarters since.
2,371 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on JM2 Capital's 13F filing for Q2 2026, filed 22 Jul 2026.