LBMC Investment Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.08M | Buy |
8,999
+59
| +0.7% | +$6.81K | 0.07% | 103 |
|
|
2025
Q4 | $941K | Sell |
8,940
-120
| -1% | -$11.3K | 0.06% | 107 |
|
|
2025
Q3 | $760K | Buy |
9,060
+274
| +3% | +$22.6K | 0.05% | 116 |
|
|
2025
Q2 | $696K | Hold |
8,786
| – | – | 0.05% | 106 |
|
|
2025
Q1 | $789K | Hold |
8,786
| – | – | 0.06% | 92 |
|
|
2024
Q4 | $874K | Sell |
8,786
-100
| -1% | -$10.3K | 0.07% | 83 |
|
|
2024
Q3 | $1.01M | Hold |
8,886
| – | – | 0.08% | 74 |
|
|
2024
Q2 | $1.1M | Hold |
8,886
| – | – | 0.1% | 69 |
|
|
2024
Q1 | $1.17M | Sell |
8,886
-120
| -1% | -$14.8K | 0.1% | 68 |
|
|
2023
Q4 | $982K | Buy |
9,006
+180
| +2% | +$18.7K | 0.09% | 60 |
|
|
2023
Q3 | $898K | Buy |
8,826
+75
| +0.9% | +$8.08K | 0.1% | 61 |
|
|
2023
Q2 | $1.01M | Hold |
8,751
| – | – | 0.1% | 58 |
|
|
2023
Q1 | $931K | Hold |
8,751
| – | – | 0.09% | 62 |
|
|
2022
Q4 | $971K | Sell |
8,751
-132
| -1% | -$13.5K | 0.1% | 58 |
|
|
2022
Q3 | $765K | Sell |
8,883
-104
| -1% | -$9.28K | 0.09% | 60 |
|
|
2022
Q2 | $819K | Sell |
8,987
-12
| -0.1% | -$1.06K | 0.09% | 57 |
|
|
2022
Q1 | $738K | Sell |
8,999
-80
| -0.9% | -$6.31K | 0.07% | 72 |
|
|
2021
Q4 | $696K | Buy |
9,079
+6,815
| +301% | +$543K | 0.06% | 78 |
|
|
2021
Q3 | $682 | Sell |
2,264
-6,815
| -75% | -$518K | 0.06% | 77 |
|
|
2021
Q2 | $706K | Buy |
9,079
+3,547
| +64% | +$264K | 0.07% | 74 |
|
|
2021
Q1 | $407K | Hold |
5,532
| – | – | 0.04% | 89 |
|
|
2020
Q4 | $432K | Sell |
5,532
-315
| -5% | -$24.1K | 0.05% | 79 |
|
|
2020
Q3 | $463K | Hold |
5,847
| – | – | 0.06% | 69 |
|
|
2020
Q2 | $431K | Hold |
5,847
| – | – | 0.07% | 64 |
|
|
2020
Q1 | $429K | Buy |
5,847
+105
| +2% | +$8.25K | 0.08% | 57 |
|
|
2019
Q4 | $498K | Sell |
5,742
-73
| -1% | -$6K | 0.07% | 56 |
|
|
2019
Q3 | $467K | Hold |
5,815
| – | – | 0.07% | 55 |
|
|
2019
Q2 | $465K | Buy |
5,815
+253
| +5% | +$19.4K | 0.07% | 58 |
|
|
2019
Q1 | $441K | Sell |
5,562
-122
| -2% | -$9.13K | 0.07% | 56 |
|
|
2018
Q4 | $414K | Buy |
5,684
+122
| +2% | +$8.61K | 0.08% | 58 |
|
|
2018
Q3 | $376K | Sell |
5,562
-8
| -0.1% | -$510 | 0.06% | 70 |
|
|
2018
Q2 | $323K | Buy |
5,570
+8
| +0.1% | +$451 | 0.05% | 76 |
|
|
2018
Q1 | $289K | Sell |
5,562
-386
| -6% | -$20.8K | 0.05% | 70 |
|
|
2017
Q4 | $319K | Buy |
5,948
+1,477
| +33% | +$81.9K | 0.05% | 67 |
|
|
2017
Q3 | $273K | Buy |
4,471
+586
| +15% | +$35.5K | 0.05% | 67 |
|
|
2017
Q2 | $238K | Hold |
3,885
| – | – | 0.04% | 69 |
|
|
2017
Q1 | $236K | Hold |
3,885
| – | – | 0.04% | 71 |
|
|
2016
Q4 | $218K | Sell |
3,885
-24
| -0.6% | -$1.41K | 0.04% | 70 |
|
|
2016
Q3 | $233K | Buy |
3,909
+24
| +0.6% | +$1.4K | 0.04% | 69 |
|
|
2016
Q2 | $214K | Buy |
+3,885
| New | +$207K | 0.04% | 65 |
|
Other funds holding MRK
VCM
VPM
LBMC Investment Advisors's MRK Position: Q1 2026 in Review
LBMC Investment Advisors increased its Merck (MRK) stake by 0.66% in Q1 2026, buying an estimated $6.81K and bringing the position to 8,999 shares worth $1.08M. The position accounts for 0.07% of the portfolio, ranked #103.
LBMC Investment Advisors first reported a position in MRK in Q2 2016 and has held it in 40 quarters since. The position peaked at $1.17M in Q1 2024. 3,780 funds tracked by Wall St. Rank hold MRK as of Q1 2026.
- LBMC Investment Advisors held 8,999 shares of Merck worth $1.08M as of Q1 2026.
- LBMC Investment Advisors bought 59 Merck shares in Q1 2026, an estimated $6.81K.
- Merck made up 0.07% of LBMC Investment Advisors's portfolio in Q1 2026, its #103 holding.
- LBMC Investment Advisors first reported a position in Merck in Q2 2016 and has held it in 40 quarters since.
- LBMC Investment Advisors's Merck position peaked at $1.17M in Q1 2024.
- 3,780 funds tracked by Wall St. Rank held Merck as of Q1 2026.
Based on LBMC Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.