Alan B. Lancz & Associates’s Merck MRK Stock Holding History

Alan B. Lancz & Associates’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	$1.44M	Sell	11,973 -600	-5%	-$69.3K	1.4%	14
2025 Q4	$1.32M	Hold	12,573	–	–	1.16%	17
2025 Q3	$1.06M	Sell	12,573 -150	-1%	-$12.4K	0.95%	24
2025 Q2	$1.01M	Sell	12,723 -81	-0.6%	-$6.44K	1.01%	23
2025 Q1	$1.15M	Sell	12,804 -500	-4%	-$46.7K	1.22%	17
2024 Q4	$1.32M	Sell	13,304 -530	-4%	-$54.6K	1.34%	14
2024 Q3	$1.57M	Buy	13,834 +100	+0.7%	+$11.9K	1.44%	13
2024 Q2	$1.7M	Buy	+13,734	New	+$1.77M	1.68%	12
2023 Q4	$1.52M	Sell	13,934 -200	-1%	-$20.8K	1.6%	13
2023 Q3	$1.46M	Sell	14,134 -200	-1%	-$21.6K	1.65%	14
2023 Q2	$1.65M	Sell	14,334 -100	-0.7%	-$11.4K	1.77%	11
2023 Q1	$1.54M	Buy	14,434 +131	+0.9%	+$14.1K	1.59%	12
2022 Q4	$1.61M	Sell	14,303 -550	-4%	-$56.2K	1.62%	11
2022 Q3	$1.28M	Hold	14,853	–	–	1.52%	11
2022 Q2	$1.33M	Sell	14,853 -1,607	-10%	-$142K	1.31%	15
2022 Q1	$1.35M	Hold	16,460	–	–	1.19%	17
2021 Q4	$1.26M	Buy	+16,460	New	+$1.31M	1.1%	21

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

Alan B. Lancz & Associates's MRK Position: Q1 2026 in Review

Alan B. Lancz & Associates reduced its Merck (MRK) stake by 4.8% in Q1 2026, selling an estimated $69.3K and leaving 11,973 shares worth $1.44M. The position accounts for 1.4% of the portfolio, ranked #14.

Alan B. Lancz & Associates first reported a position in MRK in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.7M in Q2 2024. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

Alan B. Lancz & Associates held 11,973 shares of Merck worth $1.44M as of Q1 2026.
Alan B. Lancz & Associates sold 600 Merck shares in Q1 2026, an estimated $69.3K.
Merck made up 1.4% of Alan B. Lancz & Associates's portfolio in Q1 2026, its #14 holding.
Alan B. Lancz & Associates first reported a position in Merck in Q4 2021 and has held it in 17 quarters since.
Alan B. Lancz & Associates's Merck position peaked at $1.7M in Q2 2024.
3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q1 2026, filed 5 May 2026.