Lantern Wealth Advisors’s Merck MRK Stock Holding History

Lantern Wealth 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 Q2	$310K	Buy	2,413 +1	+0%	+$117	0.14%	143
2026 Q1	$290K	Buy	2,412 +102	+4%	+$11.8K	0.15%	138
2025 Q4	$243K	Sell	2,310 -8,699	-79%	-$817K	0.13%	139
2025 Q3	$190K	Buy	+11,009	New	+$907K	0.1%	152
2024 Q4	$248K	Buy	2,494 +412	+20%	+$42.5K	0.16%	115
2024 Q3	$237K	Buy	2,082 +35	+2%	+$4.16K	0.16%	115
2024 Q2	$253K	Sell	2,047 -323	-14%	-$41.6K	0.18%	101
2024 Q1	$313K	Buy	2,370 +150	+7%	+$18.5K	0.22%	100
2023 Q4	$242K	Buy	+2,220	New	+$230K	0.19%	102

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

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Lantern Wealth Advisors's MRK Position: Q2 2026 in Review

Lantern Wealth Advisors increased its Merck (MRK) stake by 0.04% in Q2 2026, buying an estimated $117 and bringing the position to 2,413 shares worth $310K. The position accounts for 0.14% of the portfolio, ranked #143.

Lantern Wealth Advisors first reported a position in MRK in Q4 2023 and has held it in 9 quarters since. The position peaked at $313K in Q1 2024. 1,694 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Lantern Wealth Advisors held 2,413 shares of Merck worth $310K as of Q2 2026.
Lantern Wealth Advisors bought 1 Merck share in Q2 2026, an estimated $117.
Merck made up 0.14% of Lantern Wealth Advisors's portfolio in Q2 2026, its #143 holding.
Lantern Wealth Advisors first reported a position in Merck in Q4 2023 and has held it in 9 quarters since.
Lantern Wealth Advisors's Merck position peaked at $313K in Q1 2024.
1,694 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.