Lakeridge Wealth Management’s Merck MRK Stock Holding History

Lakeridge Wealth Management’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	$590K	Buy	4,588 +57	+1%	+$6.67K	0.22%	92
2026 Q1	$545K	Buy	4,531 +116	+3%	+$13.4K	0.23%	88
2025 Q4	$465K	Buy	4,415 +131	+3%	+$12.3K	0.21%	96
2025 Q3	$360K	Buy	4,284 +8	+0.2%	+$659	0.16%	106
2025 Q2	$338K	Sell	4,276 -575	-12%	-$45.7K	0.16%	111
2025 Q1	$435K	Sell	4,851 -445	-8%	-$41.5K	0.22%	93
2024 Q4	$527K	Sell	5,296 -31	-0.6%	-$3.2K	0.27%	77
2024 Q3	$605K	Sell	5,327 -103	-2%	-$12.2K	0.33%	62
2024 Q2	$672K	Sell	5,430 -45	-0.8%	-$5.8K	0.4%	48
2024 Q1	$722K	Sell	5,475 -271	-5%	-$33.4K	0.47%	43
2023 Q4	$626K	Buy	+5,746	New	+$596K	0.45%	45

Other funds holding MRK

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Lakeridge Wealth Management's MRK Position: Q2 2026 in Review

Lakeridge Wealth Management increased its Merck (MRK) stake by 1.3% in Q2 2026, buying an estimated $6.67K and bringing the position to 4,588 shares worth $590K. The position accounts for 0.22% of the portfolio, ranked #92.

Lakeridge Wealth Management first reported a position in MRK in Q4 2023 and has held it in 11 quarters since. The position peaked at $722K in Q1 2024. 1,867 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Lakeridge Wealth Management held 4,588 shares of Merck worth $590K as of Q2 2026.
Lakeridge Wealth Management bought 57 Merck shares in Q2 2026, an estimated $6.67K.
Merck made up 0.22% of Lakeridge Wealth Management's portfolio in Q2 2026, its #92 holding.
Lakeridge Wealth Management first reported a position in Merck in Q4 2023 and has held it in 11 quarters since.
Lakeridge Wealth Management's Merck position peaked at $722K in Q1 2024.
1,867 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.