Lane & Associates’s Merck MRK Stock Holding History

Lane & Associates’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
2025 Q1	$432K	Buy	4,811 +170	+4%	+$15.9K	0.23%	72
2024 Q4	$459K	Sell	4,641 -294	-6%	-$30.3K	0.24%	68
2024 Q3	$560K	Buy	4,935 +1,689	+52%	+$201K	0.31%	64
2024 Q2	$402K	Buy	3,246 +180	+6%	+$23.2K	0.24%	73
2024 Q1	$405K	Sell	3,066 -1,363	-31%	-$168K	0.25%	70
2023 Q4	$483K	Sell	4,429 -423	-9%	-$43.9K	0.35%	60
2023 Q3	$499K	Buy	4,852 +179	+4%	+$19.3K	0.4%	52
2023 Q2	$539K	Buy	4,673 +184	+4%	+$20.9K	0.43%	48
2023 Q1	$478K	Sell	4,489 -638	-12%	-$68.9K	0.43%	50
2022 Q4	$569K	Buy	+5,127	New	+$524K	0.54%	44

Other funds holding MRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lane & Associates's MRK Position: Q1 2025 in Review

Lane & Associates increased its Merck (MRK) stake by 3.7% in Q1 2025, buying an estimated $15.9K and bringing the position to 4,811 shares worth $432K. The position accounts for 0.23% of the portfolio, ranked #72.

Lane & Associates first reported a position in MRK in Q4 2022 and has held it in 10 quarters since. The position peaked at $569K in Q4 2022. 3,448 funds tracked by Wall St. Rank hold MRK as of Q1 2025.

Lane & Associates held 4,811 shares of Merck worth $432K as of Q1 2025.
Lane & Associates bought 170 Merck shares in Q1 2025, an estimated $15.9K.
Merck made up 0.23% of Lane & Associates's portfolio in Q1 2025, its #72 holding.
Lane & Associates first reported a position in Merck in Q4 2022 and has held it in 10 quarters since.
Lane & Associates's Merck position peaked at $569K in Q4 2022.
3,448 funds tracked by Wall St. Rank held Merck as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.