Lantz Financial’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.21M | Sell |
17,221
-304
| -2% | -$35.6K | 0.41% | 67 |
|
|
2026
Q1 | $2.11M | Buy |
17,525
+761
| +5% | +$87.9K | 0.44% | 62 |
|
|
2025
Q4 | $1.76M | Buy |
16,764
+1,425
| +9% | +$134K | 0.37% | 77 |
|
|
2025
Q3 | $1.29M | Buy |
15,339
+1,191
| +8% | +$98.1K | 0.28% | 94 |
|
|
2025
Q2 | $1.12M | Buy |
14,148
+170
| +1% | +$13.5K | 0.28% | 90 |
|
|
2025
Q1 | $1.25M | Sell |
13,978
-68
| -0.5% | -$6.35K | 0.34% | 84 |
|
|
2024
Q4 | $1.4M | Sell |
14,046
-460
| -3% | -$47.4K | 0.37% | 75 |
|
|
2024
Q3 | $1.65M | Buy |
14,506
+6
| +0% | +$713 | 0.45% | 70 |
|
|
2024
Q2 | $1.8M | Buy |
14,500
+42
| +0.3% | +$5.41K | 0.56% | 56 |
|
|
2024
Q1 | $1.91M | Buy |
14,458
+12
| +0.1% | +$1.48K | 0.61% | 52 |
|
|
2023
Q4 | $1.57M | Buy |
14,446
+2,375
| +20% | +$247K | 0.57% | 52 |
|
|
2023
Q3 | $1.24M | Buy |
12,071
+88
| +0.7% | +$9.48K | 0.49% | 63 |
|
|
2023
Q2 | $1.38M | Sell |
11,983
-279
| -2% | -$31.7K | 0.54% | 61 |
|
|
2023
Q1 | $1.3M | Sell |
12,262
-658
| -5% | -$71K | 0.54% | 60 |
|
|
2022
Q4 | $1.43M | Sell |
12,920
-254
| -2% | -$26K | 0.65% | 45 |
|
|
2022
Q3 | $1.14M | Sell |
13,174
-445
| -3% | -$39.7K | 0.59% | 52 |
|
|
2022
Q2 | $1.24M | Sell |
13,619
-667
| -5% | -$59.1K | 0.56% | 54 |
|
|
2022
Q1 | $1.17M | Buy |
14,286
+685
| +5% | +$54K | 0.48% | 64 |
|
|
2021
Q4 | $1.04M | Sell |
13,601
-228
| -2% | -$18.2K | 0.48% | 57 |
|
|
2021
Q3 | $1.04M | Buy |
13,829
+501
| +4% | +$38.1K | 0.53% | 55 |
|
|
2021
Q2 | $1.04M | Buy |
13,328
+867
| +7% | +$64.5K | 0.53% | 54 |
|
|
2021
Q1 | $917K | Buy |
12,461
+82
| +0.7% | +$6.05K | 0.52% | 55 |
|
|
2020
Q4 | $966K | Sell |
12,379
-11,039
| -47% | -$844K | 0.6% | 46 |
|
|
2020
Q3 | $1.85M | Buy |
23,418
+376
| +2% | +$29.5K | 1.25% | 18 |
|
|
2020
Q2 | $1.7M | Sell |
23,042
-7,061
| -23% | -$532K | 1.22% | 14 |
|
|
2020
Q1 | $2.21M | Buy |
30,103
+10,873
| +57% | +$855K | 1.73% | 8 |
|
|
2019
Q4 | $1.67M | Buy |
19,230
+70
| +0.4% | +$5.75K | 0.99% | 26 |
|
|
2019
Q3 | $1.49M | Buy |
19,160
+2
| +0% | +$160 | 1.01% | 26 |
|
|
2019
Q2 | $1.56M | Sell |
19,158
-1,162
| -6% | -$89K | 1.06% | 23 |
|
|
2019
Q1 | $1.61M | Buy |
+20,320
| New | +$1.52M | 1.17% | 17 |
|
Other funds holding MRK
ECSS
Lantz Financial's MRK Position: Q2 2026 in Review
Lantz Financial reduced its Merck (MRK) stake by 1.7% in Q2 2026, selling an estimated $35.6K and leaving 17,221 shares worth $2.21M. The position accounts for 0.41% of the portfolio, ranked #67.
Lantz Financial first reported a position in MRK in Q1 2019 and has held it in 30 quarters since. 1,778 funds tracked by Wall St. Rank hold MRK as of Q2 2026.
- Lantz Financial held 17,221 shares of Merck worth $2.21M as of Q2 2026.
- Lantz Financial sold 304 Merck shares in Q2 2026, an estimated $35.6K.
- Merck made up 0.41% of Lantz Financial's portfolio in Q2 2026, its #67 holding.
- Lantz Financial first reported a position in Merck in Q1 2019 and has held it in 30 quarters since.
- 1,778 funds tracked by Wall St. Rank held Merck as of Q2 2026.
Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.