LWA
MRK icon

Ledgewood Wealth Advisors’s Merck MRK Stock Holding History

Ledgewood Wealth 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
Q2 		$201K Buy
+1,560
New +$183K 0.11% 74
2024
Q2 		– Sell
-1,665
Closed -$220K – 63
2024
Q1 		$220K Buy
+1,665
New +$205K 0.2% 54

Other funds holding MRK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Ledgewood Wealth Advisors's MRK Position: Q2 2026 in Review

Ledgewood Wealth Advisors opened a new position in Merck (MRK) in Q2 2026: 1,560 shares worth $201K. The stake represents 0.11% of the portfolio and ranks #74 among its holdings. This is a return to the name: Ledgewood Wealth Advisors previously reported a position in MRK as recently as Q1 2024.

Ledgewood Wealth Advisors first reported a position in MRK in Q1 2024 and has held it in 2 quarters since. The position peaked at $220K in Q1 2024. 711 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

  • Ledgewood Wealth Advisors held 1,560 shares of Merck worth $201K as of Q2 2026.
  • Merck was a new Ledgewood Wealth Advisors position in Q2 2026.
  • Merck made up 0.11% of Ledgewood Wealth Advisors's portfolio in Q2 2026, its #74 holding.
  • Ledgewood Wealth Advisors first reported a position in Merck in Q1 2024 and has held it in 2 quarters since.
  • Ledgewood Wealth Advisors's Merck position peaked at $220K in Q1 2024.
  • 711 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.