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Lakeshore Capital Group’s Merck MRK Stock Holding History

Lakeshore Capital 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
2026
Q1 		$1.04M Buy
8,660
+175
+2% +$20.2K 0.85% 39
2025
Q4 		$893K Buy
8,485
+249
+3% +$23.4K 0.71% 40
2025
Q3 		$691K Buy
8,236
+96
+1% +$7.91K 0.56% 53
2025
Q2 		$644K Buy
8,140
+2,545
+45% +$202K 0.57% 57
2025
Q1 		$502K Buy
5,595
+227
+4% +$21.2K 0.48% 62
2024
Q4 		$534K Buy
+5,368
New +$553K 0.81% 44

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

Lakeshore Capital Group's MRK Position: Q1 2026 in Review

Lakeshore Capital Group increased its Merck (MRK) stake by 2.1% in Q1 2026, buying an estimated $20.2K and bringing the position to 8,660 shares worth $1.04M. The position accounts for 0.85% of the portfolio, ranked #39.

Lakeshore Capital Group first reported a position in MRK in Q4 2024 and has held it in 6 quarters since. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Lakeshore Capital Group held 8,660 shares of Merck worth $1.04M as of Q1 2026.
  • Lakeshore Capital Group bought 175 Merck shares in Q1 2026, an estimated $20.2K.
  • Merck made up 0.85% of Lakeshore Capital Group's portfolio in Q1 2026, its #39 holding.
  • Lakeshore Capital Group first reported a position in Merck in Q4 2024 and has held it in 6 quarters since.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Lakeshore Capital Group's 13F filing for Q1 2026, filed 22 Apr 2026.