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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
Q2 		$649K Sell
5,051
-33
-0.6% -$3.86K 0.07% 149
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lake Street Private Wealth's MRK Position: Q2 2026 in Review

Lake Street Private Wealth reduced its Merck (MRK) stake by 0.65% in Q2 2026, selling an estimated $3.86K and leaving 5,051 shares worth $649K. The position accounts for 0.07% of the portfolio, ranked #149.

Lake Street Private Wealth first reported a position in MRK in Q1 2019 and has held it in 30 quarters since. The position peaked at $4.01M in Q2 2023. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Lake Street Private Wealth held 5,051 shares of Merck worth $649K as of Q2 2026.
  • Lake Street Private Wealth sold 33 Merck shares in Q2 2026, an estimated $3.86K.
  • Merck made up 0.07% of Lake Street Private Wealth's portfolio in Q2 2026, its #149 holding.
  • Lake Street Private Wealth first reported a position in Merck in Q1 2019 and has held it in 30 quarters since.
  • Lake Street Private Wealth's Merck position peaked at $4.01M in Q2 2023.
  • 3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.