Kelman-Lazarov Inc’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $426K | Sell |
3,542
-65
| -2% | -$7.5K | 0.06% | 95 |
|
|
2025
Q4 | $380K | Buy |
3,607
+48
| +1% | +$4.51K | 0.05% | 103 |
|
|
2025
Q3 | $299K | Buy |
3,559
+792
| +29% | +$65.2K | 0.04% | 116 |
|
|
2025
Q2 | $219K | Buy |
+2,767
| New | +$220K | 0.04% | 116 |
|
|
2025
Q1 | – | Sell |
-2,142
| Closed | -$213K | – | 119 |
|
|
2024
Q4 | $213K | Buy |
2,142
+88
| +4% | +$9.07K | 0.04% | 107 |
|
|
2024
Q3 | $233K | Hold |
2,054
| – | – | 0.04% | 99 |
|
|
2024
Q2 | $254K | Sell |
2,054
-442
| -18% | -$56.9K | 0.05% | 96 |
|
|
2024
Q1 | $329K | Buy |
2,496
+4
| +0.2% | +$493 | 0.06% | 83 |
|
|
2023
Q4 | $272K | Sell |
2,492
-34
| -1% | -$3.53K | 0.06% | 86 |
|
|
2023
Q3 | $260K | Buy |
2,526
+69
| +3% | +$7.44K | 0.06% | 88 |
|
|
2023
Q2 | $284K | Buy |
2,457
+85
| +4% | +$9.65K | 0.07% | 84 |
|
|
2023
Q1 | $252K | Buy |
2,372
+476
| +25% | +$51.4K | 0.07% | 88 |
|
|
2022
Q4 | $210K | Buy |
+1,896
| New | +$194K | 0.06% | 90 |
|
|
2020
Q2 | – | Sell |
-3,203
| Closed | -$235K | – | 77 |
|
|
2020
Q1 | $235K | Sell |
3,203
-865
| -21% | -$68K | 0.13% | 69 |
|
|
2019
Q4 | $353K | Sell |
4,068
-3,303
| -45% | -$271K | 0.16% | 73 |
|
|
2019
Q3 | $592K | Hold |
7,371
| – | – | 0.29% | 50 |
|
|
2019
Q2 | $590K | Sell |
7,371
-93
| -1% | -$7.12K | 0.3% | 51 |
|
|
2019
Q1 | $592K | Buy |
7,464
+741
| +11% | +$55.4K | 0.31% | 55 |
|
|
2018
Q4 | $490K | Sell |
6,723
-241
| -3% | -$17K | 0.3% | 60 |
|
|
2018
Q3 | $471K | Sell |
6,964
-91
| -1% | -$5.8K | 0.28% | 74 |
|
|
2018
Q2 | $409K | Buy |
7,055
+20
| +0.3% | +$1.13K | 0.22% | 83 |
|
|
2018
Q1 | $366K | Hold |
7,035
| – | – | 0.2% | 85 |
|
|
2017
Q4 | $378K | Sell |
7,035
-90
| -1% | -$4.99K | 0.19% | 87 |
|
|
2017
Q3 | $435K | Sell |
7,125
-58
| -0.8% | -$3.52K | 0.23% | 88 |
|
|
2017
Q2 | $439K | Hold |
7,183
| – | – | 0.24% | 85 |
|
|
2017
Q1 | $436K | Sell |
7,183
-121
| -2% | -$7.34K | 0.28% | 80 |
|
|
2016
Q4 | $410K | Hold |
7,304
| – | – | 0.23% | 86 |
|
|
2016
Q3 | $435K | Sell |
7,304
-209
| -3% | -$12.2K | 0.25% | 87 |
|
|
2016
Q2 | $415K | Buy |
7,513
+427
| +6% | +$22.7K | 0.24% | 90 |
|
|
2016
Q1 | $363K | Buy |
+7,086
| New | +$347K | 0.21% | 96 |
|
Other funds holding MRK
VCM
VPM
Kelman-Lazarov Inc's MRK Position: Q1 2026 in Review
Kelman-Lazarov Inc reduced its Merck (MRK) stake by 1.8% in Q1 2026, selling an estimated $7.5K and leaving 3,542 shares worth $426K. The position accounts for 0.06% of the portfolio, ranked #95.
Kelman-Lazarov Inc first reported a position in MRK in Q1 2016 and has held it in 30 quarters since. The position peaked at $592K in Q3 2019. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.
- Kelman-Lazarov Inc held 3,542 shares of Merck worth $426K as of Q1 2026.
- Kelman-Lazarov Inc sold 65 Merck shares in Q1 2026, an estimated $7.5K.
- Merck made up 0.06% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #95 holding.
- Kelman-Lazarov Inc first reported a position in Merck in Q1 2016 and has held it in 30 quarters since.
- Kelman-Lazarov Inc's Merck position peaked at $592K in Q3 2019.
- 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.
Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.