JWM
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JPL Wealth Management’s Merck MRK Stock Holding History

JPL 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
Q1 		$357K Buy
2,967
+736
+33% +$85K 0.08% 101
2025
Q4 		$235K Sell
2,231
-771
-26% -$72.4K 0.06% 110
2025
Q3 		$252K Buy
3,002
+286
+11% +$23.6K 0.06% 111
2025
Q2 		$215K Sell
2,716
-469
-15% -$37.3K 0.06% 111
2025
Q1 		$286K Sell
3,185
-1,089
-25% -$102K 0.08% 101
2024
Q4 		$425K Buy
+4,274
New +$441K 0.12% 99
2024
Q2 		$2.22M Buy
17,896
+1,076
+6% +$139K 1.09% 40
2024
Q1 		$2.22M Buy
16,820
+2,754
+20% +$339K 1.23% 33
2023
Q4 		$1.53M Buy
+14,066
New +$1.46M 1.1% 39

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

JPL Wealth Management's MRK Position: Q1 2026 in Review

JPL Wealth Management increased its Merck (MRK) stake by 33% in Q1 2026, buying an estimated $85K and bringing the position to 2,967 shares worth $357K. The position accounts for 0.08% of the portfolio, ranked #101.

JPL Wealth Management first reported a position in MRK in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.22M in Q1 2024. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • JPL Wealth Management held 2,967 shares of Merck worth $357K as of Q1 2026.
  • JPL Wealth Management bought 736 Merck shares in Q1 2026, an estimated $85K.
  • Merck made up 0.08% of JPL Wealth Management's portfolio in Q1 2026, its #101 holding.
  • JPL Wealth Management first reported a position in Merck in Q4 2023 and has held it in 9 quarters since.
  • JPL Wealth Management's Merck position peaked at $2.22M in Q1 2024.
  • 3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.