JAG
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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
Q2 		$2.97M Sell
23,149
-540
-2% -$63.2K 0.23% 104
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Journey Advisory Group's MRK Position: Q2 2026 in Review

Journey Advisory Group reduced its Merck (MRK) stake by 2.3% in Q2 2026, selling an estimated $63.2K and leaving 23,149 shares worth $2.97M. The position accounts for 0.23% of the portfolio, ranked #104.

Journey Advisory Group first reported a position in MRK in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.21M in Q1 2024. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Journey Advisory Group held 23,149 shares of Merck worth $2.97M as of Q2 2026.
  • Journey Advisory Group sold 540 Merck shares in Q2 2026, an estimated $63.2K.
  • Merck made up 0.23% of Journey Advisory Group's portfolio in Q2 2026, its #104 holding.
  • Journey Advisory Group first reported a position in Merck in Q4 2020 and has held it in 23 quarters since.
  • Journey Advisory Group's Merck position peaked at $5.21M in Q1 2024.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.