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J. Derek Lewis & Associates’s Merck MRK Stock Holding History

J. Derek Lewis & 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
Q2 		$289K Buy
2,249
+218
+11% +$25.5K 0.05% 146
2026
Q1 		$244K Sell
2,031
-1
-0% -$115 0.06% 153
2025
Q4 		$214K Buy
+2,032
New +$191K 0.05% 168

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

J. Derek Lewis & Associates's MRK Position: Q2 2026 in Review

J. Derek Lewis & Associates increased its Merck (MRK) stake by 11% in Q2 2026, buying an estimated $25.5K and bringing the position to 2,249 shares worth $289K. The position accounts for 0.05% of the portfolio, ranked #146.

J. Derek Lewis & Associates first reported a position in MRK in Q4 2025 and has held it in 3 quarters since. 2,532 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • J. Derek Lewis & Associates held 2,249 shares of Merck worth $289K as of Q2 2026.
  • J. Derek Lewis & Associates bought 218 Merck shares in Q2 2026, an estimated $25.5K.
  • Merck made up 0.05% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #146 holding.
  • J. Derek Lewis & Associates first reported a position in Merck in Q4 2025 and has held it in 3 quarters since.
  • 2,532 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.