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LaSalle St. Investment Advisors’s Merck MRK Stock Holding History

LaSalle St. Investment 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
Q1 		$2.25M Buy
18,663
+1,244
+7% +$144K 0.32% 54
2025
Q4 		$1.83M Buy
17,419
+681
+4% +$63.9K 0.3% 55
2025
Q3 		$1.4M Sell
16,738
-1,053
-6% -$86.7K 0.25% 63
2025
Q2 		$1.41M Sell
17,791
-413
-2% -$32.8K 0.39% 51
2025
Q1 		$1.63M Buy
18,204
+142
+0.8% +$13.3K 0.38% 44
2024
Q4 		$1.8M Buy
18,062
+309
+2% +$31.9K 0.56% 28
2024
Q3 		$2.02M Buy
17,753
+1,313
+8% +$156K 0.79% 23
2024
Q2 		$2.04M Buy
16,440
+319
+2% +$41.1K 1.02% 16
2024
Q1 		$2.07M Buy
16,121
+141
+0.9% +$17.4K 1.17% 13
2023
Q4 		$17.4M Buy
15,980
+321
+2% +$33.3K 1.17% 13
2023
Q3 		$1.61M Sell
15,659
-873
-5% -$94.1K 0.79% 19
2023
Q2 		$1.91M Buy
16,532
+1,353
+9% +$154K 0.85% 20
2023
Q1 		$1.61M Buy
15,179
+1,263
+9% +$136K 0.71% 25
2022
Q4 		$1.54M Buy
+13,916
New +$1.42M 0.73% 27

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

LaSalle St. Investment Advisors's MRK Position: Q1 2026 in Review

LaSalle St. Investment Advisors increased its Merck (MRK) stake by 7.1% in Q1 2026, buying an estimated $144K and bringing the position to 18,663 shares worth $2.25M. The position accounts for 0.32% of the portfolio, ranked #54.

LaSalle St. Investment Advisors first reported a position in MRK in Q4 2022 and has held it in 14 quarters since. The position peaked at $17.4M in Q4 2023. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • LaSalle St. Investment Advisors held 18,663 shares of Merck worth $2.25M as of Q1 2026.
  • LaSalle St. Investment Advisors bought 1,244 Merck shares in Q1 2026, an estimated $144K.
  • Merck made up 0.32% of LaSalle St. Investment Advisors's portfolio in Q1 2026, its #54 holding.
  • LaSalle St. Investment Advisors first reported a position in Merck in Q4 2022 and has held it in 14 quarters since.
  • LaSalle St. Investment Advisors's Merck position peaked at $17.4M in Q4 2023.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.