JMG Financial Group’s Merck MRK Stock Holding History

JMG 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	$334K	Buy	2,777 +852	+44%	+$98.4K	0.01%	104
2025 Q4	$203K	Buy	+1,925	New	+$181K	0.01%	126
2025 Q1	–	Sell	-2,033	Closed	-$202K	–	120
2024 Q4	$202K	Hold	2,033	–	–	0.01%	112
2024 Q3	$231K	Sell	2,033 -663	-25%	-$78.8K	0.01%	112
2024 Q2	$334K	Hold	2,696	–	–	0.01%	99
2024 Q1	$356K	Sell	2,696 -40	-1%	-$4.93K	0.01%	98
2023 Q4	$298K	Buy	2,736 +40	+1%	+$4.15K	0.01%	103
2023 Q3	$278K	Buy	2,696 +663	+33%	+$71.5K	0.01%	97
2023 Q2	$235K	Hold	2,033	–	–	0.01%	103
2023 Q1	$216K	Sell	2,033 -72	-3%	-$7.77K	0.01%	104
2022 Q4	$234K	Buy	+2,105	New	+$215K	0.01%	98
2019 Q4	–	Sell	-4,735	Closed	-$380K	–	79
2019 Q3	$380K	Hold	4,735	–	–	0.04%	58
2019 Q2	$379K	Hold	4,735	–	–	0.04%	59
2019 Q1	$376K	Hold	4,735	–	–	0.04%	59
2018 Q4	$345K	Sell	4,735 -8	-0.2%	-$565	0.04%	58
2018 Q3	$321K	Buy	+4,743	New	+$302K	0.03%	60

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

JMG Financial Group's MRK Position: Q1 2026 in Review

JMG Financial Group increased its Merck (MRK) stake by 44% in Q1 2026, buying an estimated $98.4K and bringing the position to 2,777 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #104.

JMG Financial Group first reported a position in MRK in Q3 2018 and has held it in 16 quarters since. The position peaked at $380K in Q3 2019. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

JMG Financial Group held 2,777 shares of Merck worth $334K as of Q1 2026.
JMG Financial Group bought 852 Merck shares in Q1 2026, an estimated $98.4K.
Merck made up 0.01% of JMG Financial Group's portfolio in Q1 2026, its #104 holding.
JMG Financial Group first reported a position in Merck in Q3 2018 and has held it in 16 quarters since.
JMG Financial Group's Merck position peaked at $380K in Q3 2019.
3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on JMG Financial Group's 13F filing for Q1 2026, filed 7 May 2026.