LMKC
MRK icon

L.M. Kohn & Company’s Merck MRK Stock Holding History

L.M. Kohn & Company’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
2025
Q3 		$275K Sell
3,276
-4,383
-57% -$361K 0.33% 87
2025
Q2 		$606K Sell
7,659
-520
-6% -$41.3K 0.16% 117
2025
Q1 		$734K Sell
8,179
-1,257
-13% -$117K 0.19% 113
2024
Q4 		$939K Sell
9,436
-612
-6% -$63.1K 0.24% 81
2024
Q3 		$1.14M Buy
10,048
+29
+0.3% +$3.44K 0.29% 68
2024
Q2 		$1.24M Buy
10,019
+1,762
+21% +$227K 0.34% 59
2024
Q1 		$1.09M Buy
8,257
+130
+2% +$16K 0.31% 64
2023
Q4 		$886K Sell
8,127
-234
-3% -$24.3K 0.28% 75
2023
Q3 		$861K Buy
8,361
+282
+3% +$30.4K 0.31% 70
2023
Q2 		$932K Buy
8,079
+1,485
+23% +$169K 0.35% 67
2023
Q1 		$701K Buy
6,594
+392
+6% +$42.3K 0.29% 78
2022
Q4 		$688K Buy
6,202
+272
+5% +$27.8K 0.32% 74
2022
Q3 		$510K Sell
5,930
-1
-0% -$89 0.25% 98
2022
Q2 		$541K Buy
5,931
+291
+5% +$25.8K 0.25% 98
2022
Q1 		$463K Buy
+5,640
New +$445K 0.18% 143

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

L.M. Kohn & Company's MRK Position: Q3 2025 in Review

L.M. Kohn & Company reduced its Merck (MRK) stake by 57% in Q3 2025, selling an estimated $361K and leaving 3,276 shares worth $275K. The position accounts for 0.33% of the portfolio, ranked #87.

L.M. Kohn & Company first reported a position in MRK in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.24M in Q2 2024. 3,316 funds tracked by Wall St. Rank hold MRK as of Q3 2025.

  • L.M. Kohn & Company held 3,276 shares of Merck worth $275K as of Q3 2025.
  • L.M. Kohn & Company sold 4,383 Merck shares in Q3 2025, an estimated $361K.
  • Merck made up 0.33% of L.M. Kohn & Company's portfolio in Q3 2025, its #87 holding.
  • L.M. Kohn & Company first reported a position in Merck in Q1 2022 and has held it in 15 quarters since.
  • L.M. Kohn & Company's Merck position peaked at $1.24M in Q2 2024.
  • 3,316 funds tracked by Wall St. Rank held Merck as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.