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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 $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

Lavaca Capital's MRK Position: Q1 2026 in Review

Lavaca Capital increased its Merck (MRK) stake by 29% in Q1 2026, buying an estimated $367K and bringing the position to 14,014 shares worth $1.69M. The position accounts for 0.3% of the portfolio, ranked #32.

Lavaca Capital first reported a position in MRK in Q4 2018 and has held it in 30 quarters since. The position peaked at $9.24M in Q1 2021. 3,778 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Lavaca Capital held 14,014 shares of Merck worth $1.69M as of Q1 2026.
  • Lavaca Capital bought 3,180 Merck shares in Q1 2026, an estimated $367K.
  • Merck made up 0.3% of Lavaca Capital's portfolio in Q1 2026, its #32 holding.
  • Lavaca Capital first reported a position in Merck in Q4 2018 and has held it in 30 quarters since.
  • Lavaca Capital's Merck position peaked at $9.24M in Q1 2021.
  • 3,778 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Lavaca Capital's 13F filing for Q1 2026, filed 13 May 2026.