Jupiter Wealth Management’s Merck MRK Stock Holding History

Jupiter 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	$1.57M	Hold	13,800	–	–	0.62%	33
2025 Q4	$1.65M	Hold	13,800	–	–	0.73%	34
2025 Q3	$1.16M	Hold	13,800	–	–	0.55%	41
2025 Q2	$1.14M	Hold	13,800	–	–	0.58%	37
2025 Q1	$1.07M	Sell	13,800 -3,500	-20%	-$327K	0.65%	36
2024 Q4	$1.72M	Hold	17,300	–	–	0.86%	30
2024 Q3	$1.96M	Sell	17,300 -200	-1%	-$23.8K	1.01%	27
2024 Q2	$1.98M	Hold	17,500	–	–	1.05%	30
2024 Q1	$2.27M	Hold	17,500	–	–	1.2%	25
2023 Q4	$1.91M	Hold	17,500	–	–	1.12%	23
2023 Q3	$1.77M	Hold	17,500	–	–	1.15%	23
2023 Q2	$2.02M	Hold	17,500	–	–	1.73%	15
2023 Q1	$1.86M	Hold	17,500	–	–	1.71%	20
2022 Q4	$1.94M	Hold	17,500	–	–	1.88%	19
2022 Q3	$1.51M	Hold	17,500	–	–	1.51%	23
2022 Q2	$1.59M	Hold	17,500	–	–	1.45%	24
2022 Q1	$1.44M	Hold	17,500	–	–	0.9%	30
2021 Q4	$1.34M	Sell	17,500 -3,500	-17%	-$279K	0.7%	35
2021 Q3	$1.76M	Sell	21,000 -9,500	-31%	-$723K	0.83%	32
2021 Q2	$2.3M	Buy	30,500 +14,675	+93%	+$1.09M	1.1%	28
2021 Q1	$1.11M	Buy	15,825 +14,148	+844%	+$1.04M	0.56%	41
2020 Q4	$131K	Hold	1,677	–	–	0.08%	71
2020 Q3	$133K	Sell	1,677 -5,240	-76%	-$410K	0.09%	66
2020 Q2	$524K	Hold	6,917	–	–	0.26%	47
2020 Q1	$513K	Hold	6,917	–	–	0.3%	45
2019 Q4	$594K	Hold	6,917	–	–	0.29%	50
2019 Q3	$556K	Hold	6,917	–	–	0.3%	48
2019 Q2	$541K	Hold	6,917	–	–	0.27%	49
2019 Q1	$483K	Buy	+6,917	New	+$517K	0.23%	47

Other funds holding MRK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Jupiter Wealth Management held its Merck (MRK) position steady in Q1 2026 at 13,800 shares worth $1.57M. The position accounts for 0.62% of the portfolio, ranked #33.

Jupiter Wealth Management first reported a position in MRK in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.3M in Q2 2021. 3,779 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Jupiter Wealth Management held 13,800 shares of Merck worth $1.57M as of Q1 2026.
Jupiter Wealth Management left its Merck share count unchanged in Q1 2026.
Merck made up 0.62% of Jupiter Wealth Management's portfolio in Q1 2026, its #33 holding.
Jupiter Wealth Management first reported a position in Merck in Q1 2019 and has held it in 29 quarters since.
Jupiter Wealth Management's Merck position peaked at $2.3M in Q2 2021.
3,779 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Jupiter Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.