JSW
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Journey Strategic Wealth’s Merck MRK Stock Holding History

Journey Strategic Wealth’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 		$3.86M Buy
32,079
+1,321
+4% +$153K 0.1% 63
2025
Q4 		$3.24M Buy
30,758
+2,640
+9% +$248K 0.09% 65
2025
Q3 		$2.36M Buy
28,118
+5,972
+27% +$492K 0.07% 83
2025
Q2 		$1.75M Buy
22,146
+6,930
+46% +$551K 0.06% 103
2025
Q1 		$1.37M Sell
15,216
-235
-2% -$21.9K 0.05% 101
2024
Q4 		$1.54M Sell
15,451
-1,373
-8% -$142K 0.06% 87
2024
Q3 		$1.91M Buy
16,824
+3,343
+25% +$397K 0.07% 76
2024
Q2 		$1.67M Buy
13,481
+3,012
+29% +$388K 0.07% 58
2024
Q1 		$1.38M Buy
10,469
+1,104
+12% +$136K 0.06% 57
2023
Q4 		$1.02M Buy
9,365
+630
+7% +$65.4K 0.05% 63
2023
Q3 		$899K Buy
8,735
+224
+3% +$24.1K 0.04% 63
2023
Q2 		$982K Sell
8,511
-2,419
-22% -$275K 0.04% 57
2023
Q1 		$1.16M Sell
10,930
-366
-3% -$39.5K 0.12% 52
2022
Q4 		$1.25M Buy
11,296
+2,514
+29% +$257K 0.15% 50
2022
Q3 		$757K Buy
8,782
+3,379
+63% +$302K 0.1% 50
2022
Q2 		$493K Sell
5,403
-2,451
-31% -$217K 0.07% 58
2022
Q1 		$645K Buy
7,854
+1,850
+31% +$146K 0.07% 40
2021
Q4 		$460K Buy
+6,004
New +$478K 0.05% 77

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 Strategic Wealth's MRK Position: Q1 2026 in Review

Journey Strategic Wealth increased its Merck (MRK) stake by 4.3% in Q1 2026, buying an estimated $153K and bringing the position to 32,079 shares worth $3.86M. The position accounts for 0.1% of the portfolio, ranked #63.

Journey Strategic Wealth first reported a position in MRK in Q4 2021 and has held it in 18 quarters since. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Journey Strategic Wealth held 32,079 shares of Merck worth $3.86M as of Q1 2026.
  • Journey Strategic Wealth bought 1,321 Merck shares in Q1 2026, an estimated $153K.
  • Merck made up 0.1% of Journey Strategic Wealth's portfolio in Q1 2026, its #63 holding.
  • Journey Strategic Wealth first reported a position in Merck in Q4 2021 and has held it in 18 quarters since.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.