LGA
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Lebenthal Global Advisors’s Merck MRK Stock Holding History

Lebenthal Global 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 		$774K Sell
6,433
-660
-9% -$76.2K 0.11% 136
2025
Q4 		$747K Sell
7,093
-347
-5% -$32.6K 0.12% 124
2025
Q3 		$624K Sell
7,440
-55
-0.7% -$4.53K 0.11% 129
2025
Q2 		$593K Sell
7,495
-3,212
-30% -$255K 0.11% 125
2025
Q1 		$961K Sell
10,707
-9,135
-46% -$853K 0.18% 79
2024
Q4 		$1.97M Buy
19,842
+3,838
+24% +$396K 0.36% 42
2024
Q3 		$1.82M Buy
16,004
+3,927
+33% +$467K 0.37% 37
2024
Q2 		$1.5M Buy
12,077
+485
+4% +$62.5K 0.33% 36
2024
Q1 		$1.53M Sell
11,592
-1,952
-14% -$241K 0.34% 36
2023
Q4 		$1.48M Sell
13,544
-189
-1% -$19.6K 0.34% 35
2023
Q3 		$1.41M Sell
13,733
-4,437
-24% -$478K 0.43% 30
2023
Q2 		$2.1M Buy
18,170
+1,250
+7% +$142K 0.61% 19
2023
Q1 		$1.8M Buy
16,920
+13,459
+389% +$1.45M 0.55% 20
2022
Q4 		$384K Sell
3,461
-16,997
-83% -$1.74M 0.13% 88
2022
Q3 		$1.76M Sell
20,458
-42
-0.2% -$3.75K 0.81% 19
2022
Q2 		$1.87M Buy
20,500
+1,824
+10% +$162K 0.91% 19
2022
Q1 		$1.53M Buy
18,676
+4,227
+29% +$333K 0.65% 24
2021
Q4 		$1.11M Buy
14,449
+5,277
+58% +$420K 0.45% 26
2021
Q3 		$688K Buy
9,172
+1,578
+21% +$120K 0.43% 40
2021
Q2 		$590K Sell
7,594
-347
-4% -$25.8K 0.32% 54
2021
Q1 		$584K Buy
7,941
+5,218
+192% +$385K 0.36% 38
2020
Q4 		$212K Buy
+2,723
New +$208K 0.15% 93

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

Lebenthal Global Advisors's MRK Position: Q1 2026 in Review

Lebenthal Global Advisors reduced its Merck (MRK) stake by 9.3% in Q1 2026, selling an estimated $76.2K and leaving 6,433 shares worth $774K. The position accounts for 0.11% of the portfolio, ranked #136.

Lebenthal Global Advisors first reported a position in MRK in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.1M in Q2 2023. 3,775 funds tracked by Wall St. Rank hold MRK as of Q1 2026.

  • Lebenthal Global Advisors held 6,433 shares of Merck worth $774K as of Q1 2026.
  • Lebenthal Global Advisors sold 660 Merck shares in Q1 2026, an estimated $76.2K.
  • Merck made up 0.11% of Lebenthal Global Advisors's portfolio in Q1 2026, its #136 holding.
  • Lebenthal Global Advisors first reported a position in Merck in Q4 2020 and has held it in 22 quarters since.
  • Lebenthal Global Advisors's Merck position peaked at $2.1M in Q2 2023.
  • 3,775 funds tracked by Wall St. Rank held Merck as of Q1 2026.

Based on Lebenthal Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.