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Journey Retirement Planning & Investment Management’s Merck MRK Stock Holding History

Journey Retirement Planning & Investment 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 		$972K Buy
7,565
+835
+12% +$97.7K 0.76% 30
2026
Q1 		$810K Sell
6,730
-31,730
-83% -$3.66M 0.71% 40
2025
Q4 		$4.05M Buy
+38,460
New +$3.61M 0.83% 25

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Journey Retirement Planning & Investment Management's MRK Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management increased its Merck (MRK) stake by 12% in Q2 2026, buying an estimated $97.7K and bringing the position to 7,565 shares worth $972K. The position accounts for 0.76% of the portfolio, ranked #30.

Journey Retirement Planning & Investment Management first reported a position in MRK in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.05M in Q4 2025. 2,532 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 7,565 shares of Merck worth $972K as of Q2 2026.
  • Journey Retirement Planning & Investment Management bought 835 Merck shares in Q2 2026, an estimated $97.7K.
  • Merck made up 0.76% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #30 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Merck in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Merck position peaked at $4.05M in Q4 2025.
  • 2,532 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.