JAG
MRK icon

Journey Advisory Group’s Merck MRK Stock Holding History

Journey Advisory 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 		$2.73M Buy
23,689
+215
+0.9% +$24.8K 0.23% 94
2025
Q4 		$2.4M Sell
23,474
-3,220
-12% -$302K 0.2% 110
2025
Q3 		$2.24M Sell
26,694
-1,141
-4% -$94K 0.17% 115
2025
Q2 		$2.2M Sell
27,835
-1,468
-5% -$117K 0.17% 121
2025
Q1 		$2.63M Sell
29,303
-9,197
-24% -$859K 0.22% 106
2024
Q4 		$4.77M Hold
38,500
– – 0.57% 52
2024
Q3 		$4.77M Buy
38,500
+550
+1% +$65.3K 0.57% 52
2024
Q2 		$4.7M Sell
37,950
-1,498
-4% -$193K 0.56% 52
2024
Q1 		$5.21M Sell
39,448
-2,681
-6% -$330K 0.64% 43
2023
Q4 		$4.59M Sell
42,129
-2,341
-5% -$243K 0.62% 45
2023
Q3 		$4.58M Buy
44,470
+956
+2% +$103K 0.68% 41
2023
Q2 		$5.02M Sell
43,514
-1,130
-3% -$128K 0.75% 40
2023
Q1 		$4.75M Sell
44,644
-718
-2% -$77.5K 0.75% 39
2022
Q4 		$5.03M Buy
45,362
+7,752
+21% +$792K 1.25% 17
2022
Q3 		$3.24M Sell
37,610
-267
-0.7% -$23.8K 0.83% 27
2022
Q2 		$3.35M Buy
37,877
+7,678
+25% +$681K 0.77% 30
2022
Q1 		$2.48M Buy
30,199
+2,236
+8% +$176K 0.63% 39
2021
Q4 		$2.14M Buy
27,963
+4,627
+20% +$369K 0.59% 44
2021
Q3 		$1.75M Sell
23,336
-2,287
-9% -$174K 0.57% 45
2021
Q2 		$1.99M Sell
25,623
-1,172
-4% -$87.2K 0.63% 44
2021
Q1 		$1.97M Buy
26,795
+5
+0% +$369 0.69% 41
2020
Q4 		$2.09M Buy
+26,790
New +$2.05M 0.78% 36

Other funds holding MRK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Journey Advisory Group's MRK Position: Q1 2026 in Review

Journey Advisory Group increased its Merck (MRK) stake by 0.92% in Q1 2026, buying an estimated $24.8K and bringing the position to 23,689 shares worth $2.73M. The position accounts for 0.23% of the portfolio, ranked #94.

Journey Advisory Group first reported a position in MRK in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.21M in Q1 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Journey Advisory Group held 23,689 shares of Merck worth $2.73M as of Q1 2026.
  • Journey Advisory Group bought 215 Merck shares in Q1 2026, an estimated $24.8K.
  • Merck made up 0.23% of Journey Advisory Group's portfolio in Q1 2026, its #94 holding.
  • Journey Advisory Group first reported a position in Merck in Q4 2020 and has held it in 22 quarters since.
  • Journey Advisory Group's Merck position peaked at $5.21M in Q1 2024.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Journey Advisory Group's 13F filing for Q1 2026, filed 5 May 2026.