JF
MRK icon

JSF Financial’s Merck MRK Stock Holding History

JSF Financial’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 		$279K Buy
2,323
+412
+22% +$47.6K 0.05% 108
2025
Q4 		$201K Sell
1,911
-712
-27% -$66.8K 0.04% 130
2025
Q3 		$220K Sell
2,623
-1,184
-31% -$97.5K 0.05% 122
2025
Q2 		$301K Sell
3,807
-219
-5% -$17.4K 0.07% 100
2025
Q1 		$361K Buy
4,026
+35
+0.9% +$3.27K 0.1% 92
2024
Q4 		$397K Sell
3,991
-52
-1% -$5.36K 0.11% 91
2024
Q3 		$459K Sell
4,043
-64
-2% -$7.6K 0.13% 77
2024
Q2 		$509K Buy
4,107
+3
+0.1% +$386 0.16% 71
2024
Q1 		$542K Buy
4,104
+4
+0.1% +$493 0.17% 71
2023
Q4 		$447K Buy
4,100
+91
+2% +$9.45K 0.16% 70
2023
Q3 		$413K Sell
4,009
-320
-7% -$34.5K 0.16% 72
2023
Q2 		$500K Hold
4,329
– – 0.18% 65
2023
Q1 		$461K Sell
4,329
-5,631
-57% -$608K 0.17% 78
2022
Q4 		$1.11M Buy
9,960
+5,678
+133% +$580K 0.41% 37
2022
Q3 		$369K Sell
4,282
-5,534
-56% -$494K 0.14% 81
2022
Q2 		$895K Buy
9,816
+5,607
+133% +$497K 0.41% 39
2022
Q1 		$345K Sell
4,209
-72
-2% -$5.68K 0.15% 78
2021
Q4 		$328K Sell
4,281
-992
-19% -$79K 0.16% 75
2021
Q3 		$396K Buy
+5,273
New +$401K 0.2% 55
2021
Q1 		– Sell
-4,711
Closed -$368K – 104
2020
Q4 		$368K Buy
4,711
+487
+12% +$37.2K 0.26% 41
2020
Q3 		$334K Buy
4,224
+888
+27% +$69.6K 0.26% 49
2020
Q2 		$246K Buy
+3,336
New +$251K 0.21% 52

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

JSF Financial's MRK Position: Q1 2026 in Review

JSF Financial increased its Merck (MRK) stake by 22% in Q1 2026, buying an estimated $47.6K and bringing the position to 2,323 shares worth $279K. The position accounts for 0.05% of the portfolio, ranked #108.

JSF Financial first reported a position in MRK in Q2 2020 and has held it in 22 quarters since. The position peaked at $1.11M in Q4 2022. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • JSF Financial held 2,323 shares of Merck worth $279K as of Q1 2026.
  • JSF Financial bought 412 Merck shares in Q1 2026, an estimated $47.6K.
  • Merck made up 0.05% of JSF Financial's portfolio in Q1 2026, its #108 holding.
  • JSF Financial first reported a position in Merck in Q2 2020 and has held it in 22 quarters since.
  • JSF Financial's Merck position peaked at $1.11M in Q4 2022.
  • 3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on JSF Financial's 13F filing for Q1 2026, filed 7 May 2026.