Lakeside Advisors’s Merck MRK Stock Holding History

Lakeside Advisors’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 Q3	$217K	Buy	+1,492	New	+$206K	0.13%	66

Other funds holding MRK

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Lakeside Advisors's MRK Position: Q3 2026 in Review

Lakeside Advisors opened a new position in Merck (MRK) in Q3 2026: 1,492 shares worth $217K. The stake represents 0.13% of the portfolio and ranks #66 among its holdings.

3,152 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

Lakeside Advisors held 1,492 shares of Merck worth $217K as of Q3 2026.
Merck was a new Lakeside Advisors position in Q3 2026.
Merck made up 0.13% of Lakeside Advisors's portfolio in Q3 2026, its #66 holding.
3,152 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Lakeside Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.