Carnegie Lake Advisors’s Merck MRK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.18M Buy
9,173
+53
+0.6% +$6.2K 0.44% 56
2026
Q1
$1.1M Buy
9,120
+56
+0.6% +$6.46K 0.44% 56
2025
Q4
$954K Buy
9,064
+232
+3% +$21.8K 0.36% 76
2025
Q3
$741K Hold
8,832
0.29% 92
2025
Q2
$699K Sell
8,832
-750
-8% -$59.6K 0.28% 89
2025
Q1
$860K Sell
9,582
-400
-4% -$37.3K 0.35% 78
2024
Q4
$993K Hold
9,982
0.4% 67
2024
Q3
$1.13M Buy
+9,982
New +$1.19M 0.45% 60

Other funds holding MRK

Carnegie Lake Advisors's MRK Position: Q2 2026 in Review

Carnegie Lake Advisors increased its Merck (MRK) stake by 0.58% in Q2 2026, buying an estimated $6.2K and bringing the position to 9,173 shares worth $1.18M. The position accounts for 0.44% of the portfolio, ranked #56.

Carnegie Lake Advisors first reported a position in MRK in Q3 2024 and has held it in 8 quarters since. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Carnegie Lake Advisors held 9,173 shares of Merck worth $1.18M as of Q2 2026.
  • Carnegie Lake Advisors bought 53 Merck shares in Q2 2026, an estimated $6.2K.
  • Merck made up 0.44% of Carnegie Lake Advisors's portfolio in Q2 2026, its #56 holding.
  • Carnegie Lake Advisors first reported a position in Merck in Q3 2024 and has held it in 8 quarters since.
  • 1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Carnegie Lake Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.