LSPW
MRK icon

Lake Street Private Wealth’s Merck MRK Stock Holding History

Lake Street Private Wealth’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
Q1 		$612K Sell
5,084
-119
-2% -$13.7K 0.08% 150
2025
Q4 		$548K Buy
5,203
+109
+2% +$10.2K 0.07% 166
2025
Q3 		$428K Sell
5,094
-681
-12% -$56.1K 0.06% 189
2025
Q2 		$457K Sell
5,775
-1,549
-21% -$123K 0.07% 168
2025
Q1 		$657K Sell
7,324
-162
-2% -$15.1K 0.11% 129
2024
Q4 		$745K Sell
7,486
-1,421
-16% -$146K 0.12% 115
2024
Q3 		$1.01M Sell
8,907
-19,059
-68% -$2.26M 0.16% 108
2024
Q2 		$3.46M Buy
27,966
+242
+0.9% +$31.2K 0.45% 58
2024
Q1 		$3.66M Buy
27,724
+530
+2% +$65.3K 0.51% 52
2023
Q4 		$2.96M Sell
27,194
-7,477
-22% -$776K 0.47% 59
2023
Q3 		$3.62M Sell
34,671
-47
-0.1% -$5.07K 0.65% 40
2023
Q2 		$4.01M Sell
34,718
-487
-1% -$55.3K 0.7% 35
2023
Q1 		$3.75M Buy
35,205
+1,777
+5% +$192K 0.7% 37
2022
Q4 		$3.71M Buy
33,428
+3,571
+12% +$365K 0.77% 35
2022
Q3 		$2.57M Buy
29,857
+7,570
+34% +$676K 0.59% 47
2022
Q2 		$2.03M Buy
22,287
+7,084
+47% +$628K 0.43% 66
2022
Q1 		$1.25M Buy
15,203
+435
+3% +$34.3K 0.22% 111
2021
Q4 		$1.13M Buy
14,768
+7,673
+108% +$611K 0.2% 118
2021
Q3 		$533K Buy
7,095
+161
+2% +$12.2K 0.13% 143
2021
Q2 		$541K Buy
6,934
+191
+3% +$14.2K 0.14% 138
2021
Q1 		$496K Sell
6,743
-1,656
-20% -$122K 0.14% 140
2020
Q4 		$656K Sell
8,399
-808
-9% -$61.8K 0.19% 114
2020
Q3 		$729K Buy
9,207
+446
+5% +$34.9K 0.24% 96
2020
Q2 		$646K Buy
8,761
+594
+7% +$44.7K 0.24% 96
2020
Q1 		$600K Buy
8,167
+68
+0.8% +$5.34K 0.27% 84
2019
Q4 		$703K Buy
8,099
+1,218
+18% +$100K 0.27% 92
2019
Q3 		$553K Buy
6,881
+799
+13% +$64K 0.25% 92
2019
Q2 		$487K Buy
6,082
+2,193
+56% +$168K 0.29% 79
2019
Q1 		$309K Buy
+3,889
New +$291K 0.21% 83

Other funds holding MRK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Lake Street Private Wealth's MRK Position: Q1 2026 in Review

Lake Street Private Wealth reduced its Merck (MRK) stake by 2.3% in Q1 2026, selling an estimated $13.7K and leaving 5,084 shares worth $612K. The position accounts for 0.08% of the portfolio, ranked #150.

Lake Street Private Wealth first reported a position in MRK in Q1 2019 and has held it in 29 quarters since. The position peaked at $4.01M in Q2 2023. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Lake Street Private Wealth held 5,084 shares of Merck worth $612K as of Q1 2026.
  • Lake Street Private Wealth sold 119 Merck shares in Q1 2026, an estimated $13.7K.
  • Merck made up 0.08% of Lake Street Private Wealth's portfolio in Q1 2026, its #150 holding.
  • Lake Street Private Wealth first reported a position in Merck in Q1 2019 and has held it in 29 quarters since.
  • Lake Street Private Wealth's Merck position peaked at $4.01M in Q2 2023.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Lake Street Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.