MRK Merck

Ownership history in JACOBS & CO/CA  ·  88 quarters on record

AI Ownership Summary

JACOBS & CO/CA reported Merck (MRK) in 88 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.44% in 2024 Q1. The latest visible filing shows MRK at 1.27% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MRK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JACOBS & CO/CA's position in Merck, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MRK was reported at 1.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.44% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How JACOBS & CO/CA held MRK — position size vs. price
% of Fund (quarterly)    MRK price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 106,849 -2,220 -2.0% 1.27% $13K 2026-04-07 $119.28
2025 Q4 REDUCED 109,069 -229 -0.2% 1.08% $11.5M 2026-01-05 $106.65
2025 Q3 REDUCED 109,298 -1,709 -1.5% 0.88% $9.2M 2025-10-01 $88.71
2025 Q2 REDUCED 111,007 -3,223 -2.8% 0.87% $8.8M 2025-07-02 $80.30
2025 Q1 ADDED 114,230 +589 +0.5% 1.09% $10.3M 2025-04-03 $83.36
2024 Q4 ADDED 113,641 +4,751 +4.4% 1.15% $11.3M 2025-01-10 $94.95
2024 Q3 ADDED 108,890 +6,407 +6.3% 1.24% $12.4M 2024-10-01 $108.90
2024 Q2 REDUCED 102,483 -707 -0.7% 1.33% $12.7M 2024-07-12 $120.45
2024 Q1 REDUCED 103,190 -3,133 -2.9% 1.44% $13.6M 2024-04-12 $117.84
2023 Q4 ADDED 106,323 +5,071 +5.0% 1.31% $11.6M 2024-01-18 $110.39
78 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About JACOBS & CO/CA and MRK

These are the practical questions this page is built to answer before you even open the full history table.

How long has JACOBS & CO/CA reported owning MRK?

JACOBS & CO/CA reported MRK across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MRK position in JACOBS & CO/CA's portfolio?

The largest reported portfolio weight for MRK was 1.44% in 2024 Q1.

What is the latest reported MRK position on this page?

The most recent filing on this page is 2026 Q1, when JACOBS & CO/CA reported 106,849 shares, equal to 1.27% of portfolio, with an estimated market value of $13K.

What does the chart on this MRK ownership page compare?

The chart compares JACOBS & CO/CA's quarterly MRK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to JACOBS & CO/CA Holdings