JMN Financial’s Merck MRK Stock Holding History

JMN Financial’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	$394K	Sell	3,048 -286	-9%	-$33.5K	0.31%	94
2026 Q1	$404K	Buy	3,334 +1,057	+46%	+$122K	0.4%	72
2025 Q4	$242K	Buy	+2,277	New	+$214K	0.24%	143

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

JMN Financial's MRK Position: Q2 2026 in Review

JMN Financial reduced its Merck (MRK) stake by 8.6% in Q2 2026, selling an estimated $33.5K and leaving 3,048 shares worth $394K. The position accounts for 0.31% of the portfolio, ranked #94.

JMN Financial first reported a position in MRK in Q4 2025 and has held it in 3 quarters since. The position peaked at $404K in Q1 2026. 3,688 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

JMN Financial held 3,048 shares of Merck worth $394K as of Q2 2026.
JMN Financial sold 286 Merck shares in Q2 2026, an estimated $33.5K.
Merck made up 0.31% of JMN Financial's portfolio in Q2 2026, its #94 holding.
JMN Financial first reported a position in Merck in Q4 2025 and has held it in 3 quarters since.
JMN Financial's Merck position peaked at $404K in Q1 2026.
3,688 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on JMN Financial's 13F filing for Q2 2026, filed 10 Aug 2026.