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Lake Street Advisors Group’s Merck MRK Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		$4.45M Buy
44,374
+18,482
+71% +$1.91M 0.21% 70
2024
Q3 		$2.97M Sell
25,892
-18,924
-42% -$2.25M 0.14% 82
2024
Q2 		$5.58M Buy
44,816
+338
+0.8% +$43.5K 0.27% 59
2024
Q1 		$5.9M Buy
44,478
+661
+2% +$81.5K 0.28% 60
2023
Q4 		$4.81M Sell
43,817
-513
-1% -$53.3K 0.24% 67
2023
Q3 		$4.56M Sell
44,330
-834
-2% -$89.9K 0.27% 61
2023
Q2 		$5.21M Buy
45,164
+309
+0.7% +$35.1K 0.29% 56
2023
Q1 		$4.77M Buy
44,855
+711
+2% +$76.8K 0.29% 53
2022
Q4 		$4.9M Buy
44,144
+22,905
+108% +$2.34M 0.32% 51
2022
Q3 		$1.83M Buy
21,239
+31
+0.1% +$2.77K 0.13% 105
2022
Q2 		$1.93M Buy
21,208
+927
+5% +$82.2K 0.14% 98
2022
Q1 		$1.66M Buy
20,281
+3,134
+18% +$247K 0.11% 126
2021
Q4 		$1.31M Sell
17,147
-337
-2% -$26.8K 0.08% 133
2021
Q3 		$1.31M Buy
17,484
+1,729
+11% +$131K 0.14% 103
2021
Q2 		$1.2M Sell
15,755
-1,184
-7% -$88.1K 0.09% 99
2021
Q1 		$1.25M Buy
16,939
+112
+0.7% +$8.26K 0.1% 85
2020
Q4 		$1.31M Sell
16,827
-133
-0.8% -$10.2K 0.11% 79
2020
Q3 		$1.34M Buy
16,960
+310
+2% +$24.3K 0.13% 71
2020
Q2 		$1.23M Buy
16,650
+359
+2% +$27K 0.12% 72
2020
Q1 		$1.2M Buy
16,291
+694
+4% +$54.5K 0.15% 64
2019
Q4 		$1.35M Sell
15,597
-92
-0.6% -$7.56K 0.13% 57
2019
Q3 		$1.22M Buy
15,689
+633
+4% +$50.7K 0.13% 54
2019
Q2 		$1.21M Buy
15,056
+986
+7% +$75.5K 0.13% 52
2019
Q1 		$1.12M Buy
14,070
+177
+1% +$13.2K 0.12% 58
2018
Q4 		$1.01M Buy
13,893
+1,034
+8% +$73K 0.12% 53
2018
Q3 		$870K Sell
12,859
-6,412
-33% -$409K 0.1% 59
2018
Q2 		$1.12M Sell
19,271
-1,310
-6% -$73.9K 0.11% 68
2018
Q1 		$1.07M Buy
20,581
+414
+2% +$22.4K 0.12% 60
2017
Q4 		$1.08M Buy
+20,167
New +$1.12M 0.12% 64

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lake Street Advisors Group's MRK Position: Q4 2024 in Review

Lake Street Advisors Group increased its Merck (MRK) stake by 71% in Q4 2024, buying an estimated $1.91M and bringing the position to 44,374 shares worth $4.45M. The position accounts for 0.21% of the portfolio, ranked #70.

Lake Street Advisors Group first reported a position in MRK in Q4 2017 and has held it in 29 quarters since. The position peaked at $5.9M in Q1 2024. 3,608 funds tracked by Wall St. Rank hold MRK as of Q4 2024.

  • Lake Street Advisors Group held 44,374 shares of Merck worth $4.45M as of Q4 2024.
  • Lake Street Advisors Group bought 18,482 Merck shares in Q4 2024, an estimated $1.91M.
  • Merck made up 0.21% of Lake Street Advisors Group's portfolio in Q4 2024, its #70 holding.
  • Lake Street Advisors Group first reported a position in Merck in Q4 2017 and has held it in 29 quarters since.
  • Lake Street Advisors Group's Merck position peaked at $5.9M in Q1 2024.
  • 3,608 funds tracked by Wall St. Rank held Merck as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.