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Lathrop Investment Management’s Merck MRK Stock Holding History

Lathrop Investment Management’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 		$706K Hold
5,866
– – 0.13% 55
2025
Q4 		$617K Buy
5,866
+53
+0.9% +$4.97K 0.11% 58
2025
Q3 		$488K Sell
5,813
-77
-1% -$6.34K 0.09% 62
2025
Q2 		$466K Sell
5,890
-105
-2% -$8.35K 0.09% 63
2025
Q1 		$538K Buy
5,995
+24
+0.4% +$2.24K 0.11% 61
2024
Q4 		$594K Sell
5,971
-41
-0.7% -$4.23K 0.11% 61
2024
Q3 		$683K Hold
6,012
– – 0.13% 59
2024
Q2 		$744K Hold
6,012
– – 0.15% 51
2024
Q1 		$793K Hold
6,012
– – 0.15% 49
2023
Q4 		$655K Buy
6,012
+114
+2% +$11.8K 0.13% 50
2023
Q3 		$607K Hold
5,898
– – 0.13% 50
2023
Q2 		$681K Hold
5,898
– – 0.14% 51
2023
Q1 		$627K Hold
5,898
– – 0.13% 50
2022
Q4 		$654K Sell
5,898
-45
-0.8% -$4.6K 0.14% 51
2022
Q3 		$512K Hold
5,943
– – 0.14% 48
2022
Q2 		$542K Sell
5,943
-30
-0.5% -$2.66K 0.14% 48
2022
Q1 		$490K Hold
5,973
– – 0.1% 50
2021
Q4 		$458K Hold
5,973
– – 0.09% 53
2021
Q3 		$449K Sell
5,973
-171
-3% -$13K 0.1% 49
2021
Q2 		$478K Buy
6,144
+749
+14% +$55.7K 0.1% 48
2021
Q1 		$397K Sell
5,395
-794
-13% -$58.6K 0.09% 52
2020
Q4 		$483K Sell
6,189
-246
-4% -$18.8K 0.12% 48
2020
Q3 		$509K Hold
6,435
– – 0.14% 46
2020
Q2 		$475K Sell
6,435
-1,007
-14% -$75.8K 0.14% 47
2020
Q1 		$546K Sell
7,442
-603
-7% -$47.4K 0.19% 45
2019
Q4 		$698K Hold
8,045
– – 0.19% 40
2019
Q3 		$646K Buy
8,045
+2,633
+49% +$211K 0.18% 40
2019
Q2 		$433K Hold
5,412
– – 0.12% 46
2019
Q1 		$429K Sell
5,412
-52
-1% -$3.89K 0.13% 45
2018
Q4 		$398K Buy
+5,464
New +$386K 0.14% 44

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

Lathrop Investment Management's MRK Position: Q1 2026 in Review

Lathrop Investment Management held its Merck (MRK) position steady in Q1 2026 at 5,866 shares worth $706K. The position accounts for 0.13% of the portfolio, ranked #55.

Lathrop Investment Management first reported a position in MRK in Q4 2018 and has held it in 30 quarters since. The position peaked at $793K in Q1 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Lathrop Investment Management held 5,866 shares of Merck worth $706K as of Q1 2026.
  • Lathrop Investment Management left its Merck share count unchanged in Q1 2026.
  • Merck made up 0.13% of Lathrop Investment Management's portfolio in Q1 2026, its #55 holding.
  • Lathrop Investment Management first reported a position in Merck in Q4 2018 and has held it in 30 quarters since.
  • Lathrop Investment Management's Merck position peaked at $793K in Q1 2024.
  • 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Lathrop Investment Management's 13F filing for Q1 2026, filed 12 May 2026.