JWWM
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Johnson & White Wealth Management’s Merck MRK Stock Holding History

Johnson & White 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 		$1.44M Sell
11,213
-29
-0.3% -$3.39K 0.54% 45
2026
Q1 		$1.35M Buy
11,242
+15
+0.1% +$1.73K 0.57% 38
2025
Q4 		$1.18M Buy
11,227
+811
+8% +$76.1K 0.51% 41
2025
Q3 		$874K Buy
10,416
+589
+6% +$48.5K 0.4% 53
2025
Q2 		$778K Sell
9,827
-7
-0.1% -$556 0.39% 51
2025
Q1 		$883K Buy
9,834
+157
+2% +$14.7K 0.5% 47
2024
Q4 		$960K Buy
9,677
+637
+7% +$65.7K 0.58% 40
2024
Q3 		$1.03M Buy
9,040
+396
+5% +$47K 0.88% 25
2024
Q2 		$1.07M Buy
8,644
+532
+7% +$68.5K 1.02% 24
2024
Q1 		$1.07M Buy
8,112
+280
+4% +$34.5K 0.78% 34
2023
Q4 		$854K Buy
7,832
+136
+2% +$14.1K 0.71% 35
2023
Q3 		$792K Buy
7,696
+26
+0.3% +$2.8K 0.72% 36
2023
Q2 		$885K Sell
7,670
-42
-0.5% -$4.77K 1.21% 20
2023
Q1 		$821K Sell
7,712
-4,203
-35% -$454K 0.73% 33
2022
Q4 		$611K Buy
11,915
+3,580
+43% +$366K 0.62% 45
2022
Q3 		$718K Buy
+8,335
New +$744K 0.81% 33

Other funds holding MRK

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Johnson & White Wealth Management's MRK Position: Q2 2026 in Review

Johnson & White Wealth Management reduced its Merck (MRK) stake by 0.26% in Q2 2026, selling an estimated $3.39K and leaving 11,213 shares worth $1.44M. The position accounts for 0.54% of the portfolio, ranked #45.

Johnson & White Wealth Management first reported a position in MRK in Q3 2022 and has held it in 16 quarters since. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Johnson & White Wealth Management held 11,213 shares of Merck worth $1.44M as of Q2 2026.
  • Johnson & White Wealth Management sold 29 Merck shares in Q2 2026, an estimated $3.39K.
  • Merck made up 0.54% of Johnson & White Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Johnson & White Wealth Management first reported a position in Merck in Q3 2022 and has held it in 16 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.