KJWM
MRK icon

Kiley Juergens Wealth Management’s Merck MRK Stock Holding History

Kiley Juergens 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 		$1.53M Buy
12,729
+9
+0.1% +$1.04K 0.27% 67
2025
Q4 		$1.34M Sell
12,720
-87
-0.7% -$8.17K 0.29% 51
2025
Q3 		$1.07M Sell
12,807
-1,778
-12% -$146K 0.24% 54
2025
Q2 		$1.15M Sell
14,585
-640
-4% -$50.9K 0.27% 53
2025
Q1 		$1.37M Buy
15,225
+252
+2% +$23.5K 0.36% 42
2024
Q4 		$1.49M Sell
14,973
-875
-6% -$90.2K 0.37% 42
2024
Q3 		$1.8M Buy
15,848
+90
+0.6% +$10.7K 0.47% 40
2024
Q2 		$1.95M Buy
15,758
+3,616
+30% +$466K 0.54% 36
2024
Q1 		$1.6M Sell
12,142
-249
-2% -$30.7K 0.5% 35
2023
Q4 		$1.35M Sell
12,391
-17
-0.1% -$1.76K 0.45% 34
2023
Q3 		$1.28M Sell
12,408
-26
-0.2% -$2.8K 0.46% 39
2023
Q2 		$1.43M Sell
12,434
-510
-4% -$57.9K 0.49% 37
2023
Q1 		$1.38M Buy
12,944
+294
+2% +$31.7K 0.52% 39
2022
Q4 		$1.4M Buy
12,650
+14
+0.1% +$1.43K 0.59% 36
2022
Q3 		$1.09M Buy
12,636
+172
+1% +$15.4K 0.51% 38
2022
Q2 		$1.14M Buy
+12,464
New +$1.1M 0.54% 38
2022
Q1 		– Sell
-11,598
Closed -$889K – 64
2021
Q4 		$889K Buy
11,598
+85
+0.7% +$6.77K 0.34% 52
2021
Q3 		$864K Buy
11,513
+25
+0.2% +$1.9K 0.38% 46
2021
Q2 		$893K Buy
+11,488
New +$854K 0.41% 46

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

Kiley Juergens Wealth Management's MRK Position: Q1 2026 in Review

Kiley Juergens Wealth Management increased its Merck (MRK) stake by 0.07% in Q1 2026, buying an estimated $1.04K and bringing the position to 12,729 shares worth $1.53M. The position accounts for 0.27% of the portfolio, ranked #67.

Kiley Juergens Wealth Management first reported a position in MRK in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.95M in Q2 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Kiley Juergens Wealth Management held 12,729 shares of Merck worth $1.53M as of Q1 2026.
  • Kiley Juergens Wealth Management bought 9 Merck shares in Q1 2026, an estimated $1.04K.
  • Merck made up 0.27% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #67 holding.
  • Kiley Juergens Wealth Management first reported a position in Merck in Q2 2021 and has held it in 19 quarters since.
  • Kiley Juergens Wealth Management's Merck position peaked at $1.95M in Q2 2024.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.