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Lavaca Capital’s Merck MRK Stock Holding History

Lavaca Capital’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
2023
Q2 		– Sell
-24,100
Closed -$2.59M – 171
2023
Q1 		$2.59M Hold
24,100
– – 0.54% 34
2022
Q4 		$2.44M Hold
24,100
– – 0.76% 32
2022
Q3 		$2.08M Hold
24,100
– – 0.75% 30
2022
Q2 		$2.2M Buy
+24,100
New +$2.14M 0.33% 29

Other funds holding MRK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lavaca Capital's MRK Position: Q2 2026 in Review

Lavaca Capital increased its Merck (MRK) stake by 369% in Q2 2026, buying an estimated $6.06M and bringing the position to 65,773 shares worth $8.45M. The position accounts for 0.83% of the portfolio, ranked #8.

Lavaca Capital first reported a position in MRK in Q4 2018 and has held it in 31 quarters since. The position peaked at $9.24M in Q1 2021. 3,844 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Lavaca Capital held 65,773 shares of Merck worth $8.45M as of Q2 2026.
  • Lavaca Capital bought 51,759 Merck shares in Q2 2026, an estimated $6.06M.
  • Merck made up 0.83% of Lavaca Capital's portfolio in Q2 2026, its #8 holding.
  • Lavaca Capital first reported a position in Merck in Q4 2018 and has held it in 31 quarters since.
  • Lavaca Capital's Merck position peaked at $9.24M in Q1 2021.
  • 3,844 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Lavaca Capital's 13F filing for Q2 2026, filed 14 Aug 2026.